524 Retirement Xchange Insights

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

524 Retirement Xchange Insights

Quiz

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

Complete the quiz to earn 0.50 CPD points.

1. What was a key psychological insight discussed during the Retirement Exchange event?

The importance of understanding clients' emotions and asking broader questions to improve advice.
The necessity of focusing solely on financial data to make investment decisions.
The emphasis on using only automated systems for client engagement without human interaction.
The need to avoid discussing clients' personal lives to maintain professionalism.

Details

Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring how longevity products and AI-enabled tools can better support clients’ spending, legacy, and overall experience.

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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524 Retirement Xchange Insights

Podcast

524 Retirement Xchange Insights

Quiz

Details

Learning Outcomes

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