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Show Notes
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26031900-27080001
0.75 Client Care & Practice
0.25 Technical Competence
This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice.
Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/
EJM Advice Website: https://www.ejmadvice.com.au/
Peter's Last Engine Room Podcast: https://ensombl.com/podcasts/engine5/
Scaling Up: https://scalingup.com/book/
Aspiriant Wealth Management: https://aspiriant.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251104
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