Produced By: Ensombl
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