In this episode, host Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm. They explore what it takes to build a successful and sustainable financial planning business by focusing on team culture, leadership frameworks, succession planning, and client service excellence.
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Topics covered
- The path to industry recognition
- Succession planning and intergenerational ownership
- Leadership and behavioural development with Heartstyles
- The “AP Way”: A blueprint for consistency and excellence
- Structuring teams for client success
- Implementing frameworks for sustainable growth
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.