Engine Room Podcast 2 – Belinda Good

Produced By: Ensombl

Earn 0.90 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.90 CPD Pts

Complete the quiz to earn 0.90 CPD Points

Quiz

Podcast

Engine Room Podcast 2 – Belinda Good

Quiz

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

Complete the quiz to earn 0.90 CPD points.

1. What system does Boutique Advisers primarily use as their "source of truth" for advice documentation and modeling?

Macquarie
Xplan
EPO

2. What is one key benefit Boutique Advisers identified in having their own Managed Discretionary Accounts (MDAs)?

Greater operational efficiency through streamlined advice changes
Reduced compliance requirements
Higher advisor commissions

3. How does Boutique Advisers integrate client care within their team structure?

By outsourcing key tasks to contractors
By limiting client interactions to advisors only
Through pod-based teams consisting of advisors, client managers, and associates

Details

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the “business of the business”, how they’ve shaped their workplace culture, and how they’ve maintained success in their practice.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

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 2 – Belinda Good

Podcast

Engine Room Podcast 2 – Belinda Good

Quiz

Details

Learning Outcomes

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