Engine Room Podcast 7 – Aimee Lucas

Produced By: Ensombl

Earn 0.90 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.90 CPD Pts

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Podcast

Engine Room Podcast 7 – Aimee Lucas

Details

This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her journey from receptionist to Practice Manager, how their practice overcame their biggest mistakes, and how good planners are only as good as their team.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.3

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.2

General 0.1

Learning Outcomes

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

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Engine Room Podcast 7 – Aimee Lucas

Podcast

Engine Room Podcast 7 – Aimee Lucas

Quiz

Details

Learning Outcomes

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