The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.75 CPD points.
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1. What is the main role of an advisor according to Dean Holmes?
2. What did Dean Holmes suggest about utilising technology for efficiency?
3. According to Dean Holmes, what is a common mistake advisors make?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
Details
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for improving the efficiency and profitability of advice practices, including increasing the number of client meetings per advisor, leveraging technology for meeting recordings and transcripts, and strategically delegating administrative tasks to support staff rather than adding more advisers.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Client Care and Practice
0.15 Regulatory Compliance and Consumer Protection
0.10 General
Total CPD Points: 0.75
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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