Engine Room Podcast #87 - Kara Treeby and Sarah Leslie

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26050401-06290001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how they built and evolved Story Wealth and Aging with Grace into a specialist, intergenerational and aged‑care focused advice business, while navigating the GFC, raising families, structuring their…