AdviceTech Podcast 103 – Advant Group

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Earn 0.70 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

AdviceTech Podcast 103 – Advant Group

Quiz

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

Complete the quiz to earn 0.70 CPD points.

1. What is a primary benefit of effective segmentation in content marketing for financial advisors?

Reduced marketing costs
Targeted communication that increases client engagement
Compliance with legal obligations

2. What does Clare Murphy identify as a critical element for maintaining relationships with clients?

Consistent and relevant communication
Offering free consultations
Simplifying financial advice through AI

3. What is the purpose of Advant Plus, as mentioned in the transcript?

To provide financial advice to clients
To automate and distribute content for financial advisors
To create risk profiles for advisors

Details

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing services firm, can help advisers, accountants, and mortgage brokers with content marketing, leveraging technology and AI to improve client engagement and communication. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 General 0.1 Total CPD Points: 0.70

Learning Outcomes

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

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AdviceTech Podcast 103 – Advant Group

Podcast

AdviceTech Podcast 103 – Advant Group

Quiz

Details

Learning Outcomes

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