Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26020323-22010001
0.25 Professionalism and Ethics
0.25 Client Care and Practice
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those videos drive inquiries into his business via a structured Calendly workflow, and how his team manages new-client allocation and ongoing client handovers among advisers to scale sustainably.
James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/
TikTok: https://www.tiktok.com/@iamjameswrigley
Instagram: https://www.instagram.com/iamjameswrigley/
First Financial Website: https://firstfinancial.com.au/
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