Engine Room Podcast 83 – Ryan Watson

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Technical Competence Client Care & Practice Professionalism and Ethics 1.0 CPD Pts

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Quiz

Podcast

Engine Room Podcast 83 – Ryan Watson

Details

In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca Financial. They discuss his personal journey into advice and the building of Tribeca Financial, its client-centric philosophy, “tribe” culture, four-day workweek, diamond team structure, growth ambitions to 5,000 client families, and employee ownership model as a pathway for talented advisers and staff.

Accreditation Points Allocation:

0.25 Technical Competence

0.50 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 83 – Ryan Watson

Podcast

Engine Room Podcast 83 – Ryan Watson

Quiz

Details

Learning Outcomes

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