In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission.
Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/
Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/
Burke Britton Financial Partners Website: https://bbfp.com.au/
Fine Answers Podcast: https://podcasts.apple.com/au/podcast/fine-answers/id1611992633
Professor Groysberg – Harvard: https://www.hbs.edu/faculty/Pages/profile.aspx?facId=10650
Prova Website: http://prova.com.au/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250422
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