Enhancing Your Technology, Business & Client Experience 2

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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

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Podcast

Enhancing Your Technology, Business & Client Experience 2

Details

In this episode, Jackie Clark and Sue Viskovic discuss how to build a high-performance advice business. They explore the importance of valuing and measuring the operations function, automating and integrating processes, investing in people and culture, and streamlining business processes to increase profitability. CPD Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 General 0.2

Learning Outcomes

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

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Enhancing Your Technology, Business & Client Experience 2

Podcast

Enhancing Your Technology, Business & Client Experience 2

Quiz

Details

Learning Outcomes

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