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464 Paul Brown

Produced By: Ensombl

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Podcast

464 Paul Brown

00:00:00 00:00:00

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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

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