Technical CompetenceClient Care & PracticeReg Compliance & Consumer ProtectionProfessionalism and Ethics
0.60 CPD Pts
Complete the quiz to earn 0.60 CPD Points
Podcast
AdviceTech Podcast 108 – Qwilr
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 0.60 CPD points.
1
2
1. What is one key benefit of using Quiller for financial advisors?
2. What feature of Quiller enhances client accessibility to advice documents?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process.
Accreditation Points Allocation:
0.30 Technical Competence
0.10 Client Care and Practice
0.10 Regulatory Compliance and Consumer Protection
0.10 Professionalism and Ethics
Total CPD Points: 0.60
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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