473 Rob Goudie

Produced By: Ensombl

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

473 Rob Goudie

Quiz

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

Complete the quiz to earn 0.75 CPD points.

1. What was one of the key reasons Rob Goudie decided to go self-licensed?

To align with a larger bank’s support system
To have more control over client offerings and reduce risks from licensee restrictions
To simplify his operational structure

2. What approach does Rob Goudie’s business take regarding direct investment portfolios?

Fully automated managed accounts
High-yield investments prioritised over quality businesses
Direct holdings with a focus on client control and low-cost structures

3. What is Rob’s main strategy for retaining talented advisors in his business?

Providing equity and fostering a positive culture
Offering remote working opportunities exclusively
Guaranteeing financial incentives for long-term service

Details

Rob is a Senior Financial Adviser at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium’s marketing efforts, and Rob’s insights on building a successful practice.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Professionalism and Ethics

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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473 Rob Goudie

Podcast

473 Rob Goudie

Quiz

Details

Learning Outcomes

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