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Engine Room Podcast 76 – Paul Benson

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts
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Podcast

Engine Room Podcast 76 – Paul Benson

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Details

In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his business, the role of technology and media in client engagement, and his approach to evolving both his team and client base.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection 

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