463 Daniel Wilson

Produced By: Ensombl

Earn 0.60 CPD Points

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

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

463 Daniel Wilson

Quiz

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

Complete the quiz to earn 0.60 CPD points.

1. In terms of managing intergenerational wealth transfer, what challenge did Daniel highlight in planning for clients?

Inability to consider future inheritance in formal advice
Difficulty in securing insurance
Underestimating retirement expenses

2. When discussing young clients, what did Daniel identify as the main complexity in managing their financial plans?

Rapid and frequent life change
Inconsistent income
Difficulty in obtaining loans

3. What approach did Strategic Wealth adopt to maintain its focus on core financial advice services?

Outsourcing all other functions to external providers
Limiting business offerings to financial advice only
Expanding aggressively into mortgage broking and accounting

Details

Daniel is a Financial Adviser and Partner at Strategic Wealth. He and James discuss his progression from paraplanning to partner, the firm’s focus on retirees and expats, and the importance of industry engagement and personal development for advisers.

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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463 Daniel Wilson

Podcast

463 Daniel Wilson

Quiz

Details

Learning Outcomes

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