464 Paul Brown

Produced By: Ensombl

Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

464 Paul Brown

Quiz

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

Details

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

Learning Outcomes

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

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464 Paul Brown

Podcast

464 Paul Brown

Quiz

Details

Learning Outcomes

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