453 Ryan King

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Technical Competence Client Care & Practice Professionalism and Ethics General 0.60 CPD Pts

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

453 Ryan King

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.60 CPD points.

1. What is the main purpose of segmenting clients and disengaging unsuitable clients in a financial advisory business?

To reduce costs and increase business profitability
To allow faster processing of financial documents
To ensure clients receive tailored advice and align with business goals

2. Why is it important for financial advisors to integrate education pathways, such as online courses, into their client offerings?

To generate additional revenue streams
To encourage self-sufficiency and prepare clients for advanced advisory services
To avoid lengthy client interactions

3. What role does a “flat-fee” structure play in financial advisory services, according to Ryan King?

It ensures greater profits through premium pricing
It prevents conflicts of interest and demonstrates value through non-commission-based fees
It guarantees rapid client acquisition

Details

Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client’s situation and providing realistic advice tailored to their needs. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Professionalism and Ethics 0.1 General 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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453 Ryan King

Podcast

453 Ryan King

Quiz

Details

Learning Outcomes

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