Advisor Insights with Paul Davies: Business Development & Financial Strategy Specialist

Paul Davies is an experienced advisory professional with a background in financial services. He recently worked with a construction company looking to expand into South Australia, implementing a process to evaluate the company's goals and utilising best practice frameworks to identify the ideal criteria for advisory board experts so that appointing was straightforward. The process helped to give the company more confidence in decision-making and that their board was going to be successful. In this Advisor Insights episode, Paul emphasises the importance of going through a structured process with companies when setting up an advisory board, even if they already have a defined set of goals.