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Complete the quiz to earn 0.40 CPD points.
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1. What is one of the key benefits of using AstuteWheel’s client portal during financial reviews?
2. What feature of AstuteWheel helps advisors efficiently address life insurance needs during client reviews?
Quiz Results: 0/2 (0%)
Question 1:Correct
Question 2:Correct
Details
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives an update on AstuteWheel, how it can be used to enhance client engagement and streamline processes, and the continued improvements and updates they’re consistently making.
Accreditation Points Allocation:
Technical Competence 0.1
Client Care and Practice 0.2
Regulatory Compliance and Consumer Protection 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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