#477 Lee Forde - Ensombl Advice Australia

What this episode covers

In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised advice to middle Australia clients, and his views on the future of the industry and the need for greater collaboration and support among advisers. Lee Forde LinkedIn: https://www.linkedin.com/in/fordefinancialplanning/ Plan to Plan Website: https://plantoplan.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250206 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 59 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on February 5, 2025.

What is this episode about?

In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regulatory changes, his focus on providing personalised...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.