Engine Room Podcast 40 – Luke Roberts

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.0 CPD Pts

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Podcast

Engine Room Podcast 40 – Luke Roberts

Details

Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.2 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 40 – Luke Roberts

Podcast

Engine Room Podcast 40 – Luke Roberts

Quiz

Details

Learning Outcomes

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