AdviceTech Podcast 100 – moneyGPS

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

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Podcast

AdviceTech Podcast 100 – moneyGPS

Details

This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, its origins, features, benefits for financial advisers and clients, future development plans and expanding its reach both domestically and internationally. Accreditation Points Allocation: Technical Competence 0.4 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 General 0.1

Learning Outcomes

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

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AdviceTech Podcast 100 – moneyGPS

Podcast

AdviceTech Podcast 100 – moneyGPS

Quiz

Details

Learning Outcomes

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