Produced By: Ensombl
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