The Findings
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The career progression to meet your potential
Expert: Eric Sharrad, Senior Recruitment Consultant, Financial Services & Regulated Wealth Management, Pavilion Recruitment Solutions Facilitator: Adam Flowers, Senior Consultant - Asset & Wealth Management, Davies Group
23 May 2024
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Advice Review - Securing Good Retirement Outcomes in a Challenging Economic Climate
Expert: Warren Bright, Head of Retail Distribution, Standard Life Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
25 April 2024
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Artificial Promise - The Potential for Growing Your Business Intelligently
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Lappin, Consultant
25 April 2024
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Attractive Qualities - Considerations for Growth Versus Sale
Expert: Mark Lyons, Investment Director, Puma Facilitator: John Chapman, Catalyst Partners
25 April 2024
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Delicate Balance - Why Risk Managed Solutions are Good for Both Your Clients and Your Business
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024