Advice 2030 2

Produced By: Ensombl

Earn 0.80 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.80 CPD Pts

Complete the quiz to earn 0.80 CPD Points

Quiz

Podcast

Advice 2030 2

Details

In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how Pivot Wealth has leveraged technology, particularly Xplan, to streamline their operations and deliver efficient advice, and the importance of focusing on client and team journeys first before selecting technology solutions.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

General 0.1

Learning Outcomes

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

List item goes here and here and here and here and here
List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here, List item goes here and here and here and here and here.
List item goes here and here and here and here and here

Advice 2030 2

Podcast

Advice 2030 2

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately