454 Rebecca Pritchard

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

454 Rebecca Pritchard

Quiz

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

Complete the quiz to earn 0.70 CPD points.

1. What is the primary goal of Rising Tide's debt philosophy?

To structure debt as part of a larger wealth and cash flow strategy
To always secure the lowest interest rate possible
To limit clients to only fixed-interest loans

2. According to the discussion, how does Rising Tide approach client cash flow management?

By reconciling client transactions monthly
By using a hands-off, client-managed structure with occasional advisor reviews
By focusing on creating sustainable cash flow linked to fixed, flexible, and goal-related expenses

3. How does Rebecca Pritchard suggest integrating estate planning into financial advice?

By leaving it solely to the client’s legal team
By having a proactive discussion and collaborating with estate planning specialists
By providing DIY estate planning templates for clients

Details

Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience as an advisor at Rising Tide, their holistic approach to cash flow management, wealth creation, and insurance planning, as well as Rebecca’s plans to attract and develop young talent in the financial planning profession. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 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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454 Rebecca Pritchard

Podcast

454 Rebecca Pritchard

Quiz

Details

Learning Outcomes

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