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Engine Room Podcast #40 - Luke Roberts
Manage episode 427859864 series 1398082
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.
Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unicawealth.com.au/ Filenote.ai Website: https://www.filenote.ai/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709
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/
895 odcinków
Manage episode 427859864 series 1398082
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.
Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/ UNICA Wealth Website: https://unicawealth.com.au/ Filenote.ai Website: https://www.filenote.ai/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709
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/
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