We are kicking off Season 4 with a powerhouse conversation as Fabian sits down with Andrew McKie, Co-Founder and Portfolio Manager at Elston Asset Management! With two decades of experience navigating markets, constructing portfolios, and guiding clients through every economic cycle, Andrew brings unmatched clarity to a world that often feels overly complicated. In this episode, we unpack how monopolistic advantages, culture, and execution compound far beyond any short‑term chart. Andre...
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We are kicking off Season 4 with a powerhouse conversation as Fabian sits down with Andrew McKie, Co-Founder and Portfolio Manager at Elston Asset Management! With two decades of experience navigating markets, constructing portfolios, and guiding clients through every economic cycle, Andrew brings unmatched clarity to a world that often feels overly complicated. In this episode, we unpack how monopolistic advantages, culture, and execution compound far beyond any short‑term chart. Andre...
12: Meet Samantha Sun, Senior Manager Practice Engagement & Growth
Finance Friends
26 minutes
7 months ago
12: Meet Samantha Sun, Senior Manager Practice Engagement & Growth
Ever wondered about the invisible support system behind successful finance professionals? This week, our host, Fabian Ruggieri chats with Samantha Sun as she pulls back the curtain on this fascinating profession in a candid conversation that explores the critical role of practice management in helping advisors build thriving businesses. As Senior Practice Engagement and Growth Manager at Entireti, Samantha supports financial planning practices across Victoria, Tasmania, and South Australia. H...
Finance Friends
We are kicking off Season 4 with a powerhouse conversation as Fabian sits down with Andrew McKie, Co-Founder and Portfolio Manager at Elston Asset Management! With two decades of experience navigating markets, constructing portfolios, and guiding clients through every economic cycle, Andrew brings unmatched clarity to a world that often feels overly complicated. In this episode, we unpack how monopolistic advantages, culture, and execution compound far beyond any short‑term chart. Andre...
