Produced By: Ensombl
Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client waitlists, leveraging technology and outsourcing to improve efficiency, and the benefits of running her own business compared to being an employee.
Accreditation Points Allocation:
Technical Competence 0.20
Client Care and Practice 0.15
Regulatory Compliance and Consumer Protection 0.05
Professionalism and Ethics 0.05
General 0.10
Total CPD Points: 0.55