Engine Room Podcast 53 – Daniel Harris

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 1.10 CPD Pts

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Podcast

Engine Room Podcast 53 – Daniel Harris

Details

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. 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 General 0.1 Total CPD Points: 1.10

Learning Outcomes

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

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Engine Room Podcast 53 – Daniel Harris

Podcast

Engine Room Podcast 53 – Daniel Harris

Quiz

Details

Learning Outcomes

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