Engine Room Podcast 44 – Jake Reus

Produced By: Ensombl

Earn 1.20 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection General 1.20 CPD Pts

Complete the quiz to earn 1.20 CPD Points

Quiz

Podcast

Engine Room Podcast 44 – Jake Reus

Details

Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the history and evolution of his multi-disciplinary practice, the importance of creating a positive work environment, fostering a sense of family within the team, and teaching good habits to the next generation. They also explore the potential of new technologies, such as AI and blockchain, to transform the way advice is delivered.

Accreditation Points Allocation:

Technical Competence 0.4

Client Care and Practice 0.4

Regulatory Compliance and Consumer Protection 0.2

General 0.2

Total CPD Points: 1.20

Learning Outcomes

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

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Engine Room Podcast 44 – Jake Reus

Podcast

Engine Room Podcast 44 – Jake Reus

Quiz

Details

Learning Outcomes

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