Engine Room Podcast #36 - Jerry Kalogeropoulos and Philip Taaffe

Ensombl Advice Australia

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/