Engine Room Podcast 82 – Alex McMillan

Earn 1.0 CPD Points

Technical Competence 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 82 – Alex McMillan

Details

This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy of his firm, its focus on young wealth accumulators, tech stack and corporate growth strategy, and how he builds culture, processes, and client value in a modern advice practice.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 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 82 – Alex McMillan

Podcast

Engine Room Podcast 82 – Alex McMillan

Quiz

Details

Learning Outcomes

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