Engine Room Podcast #28 - Michael Bova and Belinda Dalton
Ensombl Advice Australia · Ensombl
Audio is streamed directly from the publisher (episode.flightcast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss the evolution and future vision of Family Wealth Advisory, from its culture and team to client onboarding and tech stack.
Michael Bova LinkedIn: https://www.linkedin.com/in/michael-bova-1ba2724/ Belinda Dalton LinkedIn: https://www.linkedin.com/in/belinda-dalton-603612146/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ The WID Factor: https://www.thewidfactor.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20231128
Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/
General Disclaimer – https://www.ensombl.com/disclaimer/