AdviceTech Podcast 111 – AdviseWell

Produced By:

Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

AdviceTech Podcast 111 – AdviseWell

Quiz

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

Details

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients. Accreditation Points Allocation: 0.25 Technical Competence 0.10 Client Care and Practice 0.10 Regulatory Compliance and Consumer Protection 0.05 Professionalism and Ethics Total CPD Points: 0.50

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

AdviceTech Podcast 111 – AdviseWell

Podcast

AdviceTech Podcast 111 – AdviseWell

Quiz

Details

Learning Outcomes

Nice Job!

Unfortunately