Artwork

Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe

1:21:44
 
Share
 

Manage episode 422943203 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.

Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/ Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/ Aptium Website: https://www.aptium.com.au/ Monday.com Website: https://monday.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240611

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/

  continue reading

885 episodes

Artwork
iconShare
 
Manage episode 422943203 series 1398082
Content provided by Ensombl. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ensombl or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about how they built their practice, with a focus on the importance of mentorship, networking, and efficiency in scaling an advice practice, and the need for flexibility and a balanced approach to personal and professional life.

Jerry Kalogeropoulos LinkedIn: https://www.linkedin.com/in/jerrykalogeropoulos/ Philip Taaffe LinkedIn: https://www.linkedin.com/in/philip-taaffe/ Aptium Website: https://www.aptium.com.au/ Monday.com Website: https://monday.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240611

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/

  continue reading

885 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide