EPISODE · Sep 13, 2024 · 42 MIN
#33 Luke Ball and Julie Cassidy - Partner for Success
from Emajin Golf: Beyond the 19th · host Raj Narayan
In this week's episode of the Emajin Golf Podcast, Beyond the 19th, we chat with Julie Cassidy and Luke Ball, who manage over 30 partners for Partners Wealth Group (PWG). They believe that partnerships are integral to building relationships and networks and share the power of those business partnerships in growing your business. The PWG logo is the three Geese, a purposeful logo as Geese assist each other when flying in formation and can travel 70% further together. In the case of PWG, it represents the Client, Accountant, and Advisor—utilising tax, accounting information, and client risk appetite enables PWG to advise clients on their long-term financial solutions. Establishing trusted partnerships with like-minded professionals is essential, enabling PWG to create peace of mind and material outcomes for their clients' lives. Despite diverse backgrounds - Julie has a banking and finance career and Luke has a sporting career - both Julie and Luke are aligned on the critical steps to building your networking and seeking professional partnerships including: Be clear on your vision and values, it will attract those aligned with those values Seek out the experts who can complement your business and balance your strengths Ensure you are curious, open, and actively listening when connecting with people, you are seeking your trusted relationship and it takes time to build the conversations that enable both to see the benefits While you are seeking connections, ensure that you also give back, taking the time to connect with others within your network We learn a lot from Julie and Luke, who share their journeys of successfully making those significant changes to their careers, the memorable moments that also teach you resilience, and most importantly, their passion for golf. Listen also for their picks of great golfers to play with and the Beyond 19th drink—what is your end-of-round drink?
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#33 Luke Ball and Julie Cassidy - Partner for Success
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