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Show Notes
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032000-04430001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
This week, Ben is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advisory Australia. They discuss how Coastal Advisory Australia has built a fast‑growing, multi‑disciplinary financial advice business with a dedicated, methodical life insurance (risk) capability at its core, using specialisation, internal referral systems, technology and acquisitions to drive scalable growth and intergenerational client relationships.
Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advisory Australia Website: https://coastaladvisory.com.au/
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