Produced By: Ensombl
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