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519 Matt Hale
Earn 0.75 CPD Points
Complete the quiz to earn 0.75 CPD Points
Podcast
519 Matt Hale
00:00:00
00:00:00
Quiz
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Details
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business’s journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services.
Accreditation Points Allocation:
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics