Engine Room Podcast 1 – Mitchell Ramsbotham

Produced By: Ensombl

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics General 1.0 CPD Pts

Complete the quiz to earn 1.0 CPD Points

Quiz

Podcast

Engine Room Podcast 1 – Mitchell Ramsbotham

Quiz

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

Complete the quiz to earn 1.0 CPD points.

1. Which approach does Coastal Advice Group adopt to maximize adviser-client interaction?

Right people in the right roles with support staff
Advisers manage client work without support
Advisers focus solely on marketing

2. What is the primary reason Coastal integrates a multidisciplinary model?

To cut operational costs
To provide comprehensive client services under one roof
To focus solely on financial planning

3. How does the firm address change management challenges with advisers?

By reducing adviser workload without redefining responsibilities
By implementing change gradually and focusing on highest positive purpose
By outsourcing all administrative tasks

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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Engine Room Podcast 1 – Mitchell Ramsbotham

Podcast

Engine Room Podcast 1 – Mitchell Ramsbotham

Quiz

Details

Learning Outcomes

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