Technical CompetenceClient Care & PracticeProfessionalism and EthicsGeneral
1.0 CPD Pts
Complete the quiz to earn 1.0 CPD Points
Podcast
Engine Room Podcast 1 – Mitchell Ramsbotham
00:00:0000:00:00
Quiz
The quiz will appear once you’ve completed the podcast.
Complete the quiz to earn 1.0 CPD points.
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1. Which approach does Coastal Advice Group adopt to maximize adviser-client interaction?
2. What is the primary reason Coastal integrates a multidisciplinary model?
3. How does the firm address change management challenges with advisers?
Quiz Results: 0/3 (0%)
Question 1:Correct
Question 2:Correct
Question 3:Correct
Details
Mitchell is the Group General Manager at Coastal Advice Group. He sits down with Andrew to lift the lid on the structure and culture of the business, how they’ve built their team, and how they attract the ideal client base.
Accreditation Points Allocation:
Technical Competence 0.4
Client Care and Practice 0.3
Professionalism and Ethics 0.2
General 0.1
Learning Outcomes
The goal of this content is to broaden the learner’s understanding of how to:
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