The Findings
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Ahead of the Game - Meeting evolving client expectations
Expert: Iwan Schafthuizen, MSc Facilitator: Shelley Doorey-Williams
08 June 2023
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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023
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Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023
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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023
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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023