515 Nathaniel Johnston

Earn 0.50 CPD Points

Technical Competence Client Care & Practice 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

515 Nathaniel Johnston

Quiz

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

Complete the quiz to earn 0.50 CPD points.

1. In the context of transitioning from an associate advisor to an advisor, how does client engagement evolve?

It always requires a complete overhaul of client communication strategies.
It never changes the established relationship dynamics with clients.
It sometimes involves gradual introductions of the new advisor to clients.
It must include a formal announcement to all clients regardless of circumstances.

Details

Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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515 Nathaniel Johnston

Podcast

515 Nathaniel Johnston

Quiz

Details

Learning Outcomes

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