Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

Produced By: Ensombl

Earn 1.0 CPD Points

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

Complete the quiz to earn 1.0 CPD Points

Quiz

Podcast

Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

Details

In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients’ needs and preferences, leveraging technology, and building connections.

Accreditation Points Allocation:

Technical Competence 0.4

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.2

Professionalism and Ethics 0.1

Total CPD Points: 1.0

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

Podcast

Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

Quiz

Details

Learning Outcomes

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