Podcasts · Ensombl Advice Australia

Ensombl Advice Australia

#452 Rachael Holder

3 July 2024

About this episode

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.
RHRachael HolderGuest