Engine Room Podcast #81 – Justin O’Donoghue

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0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection

In this episode, Rocksy speaks with Justin O’Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss regional advice, outsourcing and offshore teams, technology and AI enablement, values-based client advice, and how to scale high-quality financial planning to tens of thousands of Australian families.

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