460 Tim Townsend

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Technical Competence Client Care & Practice Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

460 Tim Townsend

Quiz

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Complete the quiz to earn 0.50 CPD points.

1. What is one key reason Tim Townsend stresses the need for personalised service in financial advice businesses?

To ensure deeper client engagement and satisfaction
To increase efficiency and cost-effectiveness
To compete with larger institutions

2. What does Tim Townsend believe is essential when managing a client’s long-term portfolio?

Focusing on individual stock picks
Avoiding market corrections
Maintaining the right balance between defensive and growth assets

3. According to Tim Townsend, how can younger advisors improve their effectiveness quickly?

By attending more conferences
Through structured training, role-playing, and hands-on guidance
By independently researching client psychology

Details

Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and evolved, their growth strategy, client service model, use of technology and AI, investment approach, and the lessons Tim’s learned over 11 years of running the practice. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Professionalism and Ethics 0.1

Learning Outcomes

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

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460 Tim Townsend

Podcast

460 Tim Townsend

Quiz

Details

Learning Outcomes

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