Engine Room Podcast 46 – Unpacked

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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 46 – Unpacked

Quiz

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

Complete the quiz to earn 0.90 CPD points.

1. What was a key reason Jonathan Elliot's business reduced its client base?

To focus on providing higher-value services to complex clients
To exit the financial planning industry
To transition to a fully automated service model

2. What system does Jonathan Elliot's business use as its central source of truth for both accounting and financial planning?

Xero
Salesforce
MYOB

3. According to Sue Viskovic, what is a critical factor in turning advice around efficiently?

Client acquisition strategies
Automating managed accounts
Well-documented processes and workflows

Details

In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the key elements that impressed them the most. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.2 General 0.1 Total CPD Points: 0.90

Learning Outcomes

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

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Engine Room Podcast 46 – Unpacked

Podcast

Engine Room Podcast 46 – Unpacked

Quiz

Details

Learning Outcomes

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