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Show Notes
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services.
Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/
Rising Tide Website: https://risingtidefinancial.com.au/
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