EP#12 Transitions: Business Growth, Collaboration and Succession

In this episode, Amanda Cassar from Wealth Planning Partners chats with Jenny Pearse about the transitions that she has experienced as a financial adviser and business owner. From being someone’s succession plan to what it means to create your own succession plan. Amanda shares her story about building her core brands to represent the style of business she has today and the importance of creating individual brand identities. Plus, why networking and collaboration are valued and vital skill sets that can contribute to your success. Based on the Gold Coast in Australia, Amanda holds a Master of Financial Planning and specialist accreditations in Aged Care and Self-Managed Superannuation funds. Amanda has volunteered for many different roles and loves giving back to the financial planning profession. She enjoys public speaking on topics such as financial abuse and spreading financial literacy in schools. https://www.wealthplanningpartners.com.au/ https://trustedagedcare.com.au/ Financial Secrets Revealed: https://amandacassar.com.au/my-book/