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464 Paul Brown

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464 Paul Brown

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Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his advice business, the evolution of the profession, staffing and growth challenges, use of technology, client relationships, and his plans for a gradual transition and legacy. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.1 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 Total CPD Points: 0.50

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