Engine Room Podcast #43 - Joel Harty and Paulina Roncevic
Ensombl Advice Australia · Ensombl
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Show Notes
In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections.
Joel Harty LinkedIn: https://www.linkedin.com/in/joel-harty/ Paulina Roncevic LinkedIn: https://www.linkedin.com/in/paulina-r-94ab7142/ Jacaranda Financial Planning Website: https://www.jacarandafp.com.au/ Heffron Website: https://www.heffron.com.au/
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