The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
The Trusted Adviser
36 minutes
1 month ago
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
In this episode of The Trusted Adviser, Rob Pyne speaks with Ben Calder, Managing Director of Calder Wealth Management, about the recent merger with Coastal Advice Group. Ben shares the backstory of how years of collaboration and cultural alignment with Dan Brown led to one of Australia’s fastest-growing financial advice businesses. They discuss the role Merchant Investment Management played in bringing the deal to life, the challenges of integration, and the opportunities the merger creates for clients, staff, and the future of the business
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
