Licensee Podcast Series #10 – Count

Earn 1.0 CPD here
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Professionalism and Ethics

In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client engagement frameworks, succession planning, and practice management disciplines – all while balancing governance, profitability, and high‑quality client service.

Explore the road less travelled at PM Capital