Engine Room Podcast 78 – Peter Monahan

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

Engine Room Podcast 78 – Peter Monahan

Details

This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice’s journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

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 78 – Peter Monahan

Podcast

Engine Room Podcast 78 – Peter Monahan

Quiz

Details

Learning Outcomes

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