Engine Room Podcast 11 - Dr Paul Moran and Alex Hont

Earn 1 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1 CPD Pts

Complete the quiz to earn 1 CPD Points

Quiz

Podcast

Engine Room Podcast 11 - Dr Paul Moran and Alex Hont

Quiz

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

Complete the quiz to earn 1 CPD points.

1. What was Dr. Paul Moran's profession before entering the financial planning industry?

Paramedic
Marketing Manager
Accountant

2. What is the philosophy behind Moran Partners' approach to engaging prospective clients?

Following up with multiple calls after the first meeting
Never making an outbound call to prospective clients
Offering free consultations indefinitely

3. What is the primary purpose of the Ifactfind tool developed by Dr. Paul Moran?

To replace financial advisors entirely
To collect and manage client data in a holistic, editable format
To generate automated investment recommendations

Details

This week Andrew speaks with Dr. Paul Moran and Alex Hont from Moran Partners Financial Planning. They discuss the inner workings of their practice, including the treatment and expectations of the client, the autonomy of their team, and their mantra of “turning chaos into calm”.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Professionalism and Ethics

0.25 Regulatory Compliance and Consumer Protection

0.25 Client Care and Practice

Learning Outcomes

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

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Engine Room Podcast 11 - Dr Paul Moran and Alex Hont

Podcast

Engine Room Podcast 11 - Dr Paul Moran and Alex Hont

Quiz

Details

Learning Outcomes

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