I believe in building justified trust
Aaron Drew | MyFiduciary | 03 May 2023 | 0.25 CE
All relationships are built on trust, which requires integrity, competence and doing the right thing. But to earn justified trust from clients and deliver consistently good outcomes for them, year after year, requires practices and procedures that go beyond compliance obligations to globally recognised fiduciary standards of care.
Presentation (18 mins) | Slides
ABOUT THE FACULTY
Aaron Drew, AIFA, is Managing Director at MyFiduciary (Auckland).
CE QUIZ (0.25 CE/CPD hours)
CE/CPD earned can be used to help meet the CE/CPD requirements of 20 governing bodies (regulat...