Licensee Podcast Series 7 – Shartru Wealth

Earn 1.0 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Tax (Financial) Advice 1.0 CPD Pts

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Podcast

Licensee Podcast Series 7 – Shartru Wealth

Details

This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

0.25 Tax (Financial) Advice

Learning Outcomes

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

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Licensee Podcast Series 7 – Shartru Wealth

Podcast

Licensee Podcast Series 7 – Shartru Wealth

Quiz

Details

Learning Outcomes

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