Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she’s grown her practice over twenty-two years through defining roles, nurturing staff, and focusing on how to best serve their clients.
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
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Engine Room Podcast #30 – Andrew and Jacqui Sherlock
In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock …
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Engine Room Podcast #29 – Bree Stevens
Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she’s grown her practice over …
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Engine Room Podcast #28 – Michael Bova and Belinda Dalton
In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss …
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Engine Room Podcast #27 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit the next handful of episodes and …
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Engine Room Podcast #26 – Alysia Laird
This week, Andrew is joined by Alysia Laird, Principal Adviser at Zebra Tailored Wealth. They take a peek …
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Engine Room Podcast #25 – Angie Menendez
Angie is the Director and General Manager at CBD Advisory. She and Andrew talk about how she got …
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AdviceTech Podcast #80 – Employment Hero
In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …