Offline dengan aplikasi Player FM !
#441 Joel Gleeson and Paul Cupic
Manage episode 413017963 series 1398082
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418
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/
865 episode
Manage episode 413017963 series 1398082
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the professional year process and transitioning to becoming an independent advisor, including their strategies for providing feedback, building client bases, and continuing mentorship after completion of the professional year.
Joel Gleeson LinkedIn: https://www.linkedin.com/in/joel-gleeson-795436114/ Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127/ First Financial Website: https://firstfinancial.com.au/
Join the North Retirement Space on Ensombl. https://ensombl.com/go/20240418
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/
865 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.