Engine Room Podcast 55 – Charlie Viola

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Earn 1.20 CPD Points

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

Complete the quiz to earn 1.20 CPD Points

Quiz

Podcast

Engine Room Podcast 55 – Charlie Viola

Quiz

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

Complete the quiz to earn 1.20 CPD points.

1. What is a key factor in structuring client portfolios according to the podcast?

Aligning investments with client goals and risk tolerance
Focusing solely on equities
Avoiding private equity due to its complexity

2. What does Charlie Viola emphasise as essential for client relationships?

Offering the lowest fees
Prioritising quick transactions
Building trust and understanding client objectives

3. What is a critical aspect of professionalism highlighted in the podcast?

Maintaining the same approach for all clients
Delivering advice tailored to client needs and being transparent
Using only bank-approved products

Details

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Accreditation Points Allocation: 0.40 Technical Competence 0.30 Client Care and Practice 0.20 Regulatory Compliance and Consumer Protection 0.20 Professionalism and Ethics 0.10 General Total CPD Points: 1.20

Learning Outcomes

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Engine Room Podcast 55 – Charlie Viola

Podcast

Engine Room Podcast 55 – Charlie Viola

Quiz

Details

Learning Outcomes

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