472 Dean Holmes

Produced By: Ensombl

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection General 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

472 Dean Holmes

Quiz

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

Complete the quiz to earn 0.75 CPD points.

1. What is the main role of an advisor according to Dean Holmes?

Conducting client meetings
Managing administrative tasks
Writing SOAs

2. What did Dean Holmes suggest about utilising technology for efficiency?

Technology can replace client meetings entirely
Technology can assist with meeting summaries and compliance
Technology is not yet reliable for advisory work

3. According to Dean Holmes, what is a common mistake advisors make?

Spending too much time in client meetings
Delegating administrative tasks too early
Focusing on minor details that don’t impact clients

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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472 Dean Holmes

Podcast

472 Dean Holmes

Quiz

Details

Learning Outcomes

Nice Job!

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