Engine Room Podcast #43 - Joel Harty and Paulina Roncevic

In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients' needs and preferences, leveraging technology, and building connections.
Joel Harty LinkedIn: / joel-harty
Paulina Roncevic LinkedIn: / paulina-r-94ab7142
Jacaranda Financial Planning Website: www.jacarandaf...
Heffron Website: www.heffron.co...
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