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Engine Room Podcast #39 - Jonathan Elliot
Manage episode 426593673 series 1398082
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Workato: https://www.workato.com/
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917 episodi
Manage episode 426593673 series 1398082
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/ Collins SBA Website: https://www.collinssba.com.au/ PRISM: https://public.prismbrainmapping.com/ Peloton Partners: https://www.pelotonpartners.com.au/ Workato: https://www.workato.com/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702
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/
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