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Home > XY Adviser > Unlock Growth, AI & M&A with Quality Data #4
Podcast: XY Adviser
Episode:

Unlock Growth, AI & M&A with Quality Data #4

Category: Business
Duration: 00:42:38
Publish Date: 2025-08-12 12:00:00
Description:

In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl's Engine Room Podcast. Rocksy discusses his experience selling a financial planning practice, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits.

Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Lydian Financial Website: https://lydian.com.au/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/ 

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