The Findings
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Transformation Success - Developing a mindset of continuous change
Expert: Kamal Patel, Head of Change and Technology, SEI Facilitator: Caroline Burkart, Aon
08 June 2023
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Branching Out. What will the future of advice look like?
Expert: Sonya Keshvara, Alpha Financial Markets Consulting
25 May 2023
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Call of Duty. How is the Consumer Duty working for you?
Expert: Ellie Brown, Door Facilitator: Leigh Fisher, Door
25 May 2023
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Fine-tuning. Finding efficiencies without reducing quality
Expert: Chris Davies, Model Office Facilitator: Kathy Ellison, Savanta
25 May 2023
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Forging Ahead. Finding a clear path with the help of a mentor
Expert: Victoria Humphries Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023