471 Matt Coman

Produced By: Ensombl

Earn 0.75 CPD Points

Client Care & Practice Professionalism and Ethics General 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

471 Matt Coman

Quiz

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

Complete the quiz to earn 0.75 CPD points.

1. What was a key focus of the podcast regarding practice integration?

Marketing a single product line
Standardising processes across multiple offices
Avoiding technology adoption

2. What technological solution was highlighted for improving client interactions?

Use of blockchain for payments
Implementation of client portals
Eliminating all digital communication

3. How does the podcast emphasise professional growth?

Avoiding regulatory compliance
Encouraging client involvement and feedback
Eliminating review processes

Details

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm.

Accreditation Points Allocation:

0.25 Professionalism and Ethics

0.25 Client Care and Practice

0.25 General

Total CPD Points: 0.75

Learning Outcomes

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

List item goes here and here and here and here and here
List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here.
List item goes here and here and here and here and here

471 Matt Coman

Podcast

471 Matt Coman

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately