Lifespan Live Season Three Episode 1. Using vetting to drive quality advice.

from Lifespan Live · host lifespanfp

In this episode of Lifespan Live, Eugene Serravalle, Lifespan FP General & Compliance Manager, and Pierre Moussa, Lifespan FP Senior Compliance Specialist, discuss the various ways that plan vetting can benefit both advisers and their clients. Eugene and Pierre discuss the role of a good compliance team and the importance of approaching compliance with an adviser's mindset, to ensure quality advice outcomes.

Episode metadata supplied by the publisher feed · Published Apr 27, 2022

Embed this episode

Attribution link and audio player

Ready to play

Lifespan Live Season Three Episode 1. Using vetting to drive quality advice.

0:00 18:55

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Lifespan Live?

This episode is 18 minutes long.

When was this Lifespan Live episode published?

This episode was published on April 27, 2022.

Can I download this Lifespan Live episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!