Technical CompetenceClient Care & PracticeProfessionalism and Ethics
0.75 CPD Pts
Complete the quiz to earn 0.75 CPD Points
Podcast
473 Rob Goudie
00:00:0000:00:00
Quiz
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 was one of the key reasons Rob Goudie decided to go self-licensed?
2. What approach does Rob Goudie’s business take regarding direct investment portfolios?
3. What is Rob’s main strategy for retaining talented advisors in his business?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
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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