Technical CompetenceClient Care & PracticeGeneral
0.50 CPD Pts
Complete the quiz to earn 0.50 CPD Points
Podcast
458 Jayde Jenkins
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.50 CPD points.
1
2
1. What was identified as a key challenge when starting a financial planning business?
2. What was highlighted as an effective way to engage younger clients in financial planning?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
Jayde is Director & Financial Adviser at Bloom Financial Planning. She and James discuss her journey of transitioning from working at a large advice firm to starting her own financial planning business, the challenges and support she has encountered, her approach to client engagement and content creation, and her plans for the future growth and development of her business.
Accreditation Points Allocation:
Technical Competence 0.2
Client Care and Practice 0.2
General 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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