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Show Notes
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121000-36070001
0.25 Technical Competence
0.50 Client Care and Practice
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use of tech, the firm’s team-based culture and growth, Stuart’s path from associate to adviser, and how he’s building his client base while shaping the next stage of his career.
Stuart Ruddick LinkedIn: https://www.linkedin.com/in/stuartruddick/
Verse Wealth Website: https://www.versewealth.com.au/
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