Engine Room Podcast 77 – Adam Carmody and Emma Schmidt

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Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 1.0 CPD Pts

Complete the quiz to earn 1.0 CPD Points

Quiz

Podcast

Engine Room Podcast 77 – Adam Carmody and Emma Schmidt

Details

This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology adoption, and their future vision for scaling high-quality advice to a broader market.

Accreditation Points Allocation:

0.25 Client Care and Practice

0.50 Regulatory Compliance and Consumer Protection

0.25 Professionalism and Ethics

Learning Outcomes

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

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Engine Room Podcast 77 – Adam Carmody and Emma Schmidt

Podcast

Engine Room Podcast 77 – Adam Carmody and Emma Schmidt

Quiz

Details

Learning Outcomes

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