Matt is the Director and Senior Financial Advisor at Cargill Financial. He and James discuss his experience building a financial planning practice within an accounting firm, managing a large client base, what technology he's using, and the future growth and challenges of his business.
Matt Lancashire LinkedIn: https://www.linkedin.com/in/matthewlancashire/
Cargill Financial Website: https://www.cargillfinancial.net.au/
Fintalkr. To find out more, view our solutions showcase within the AdviceTech space on Ensombl: https://ensombl.com/go/20240815
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/
