The Findings
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Drive Seat. How to boost productivity and efficiency
Expert: Leo Niers, Head of Client Training for Europe and Asia at Capital Group Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022
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Financial Wellness. Good advice, positive behaviours or both?
Experts: Carolyn Weir, Fidelity Adviser Services and Alina Burlacu, AB Personal Performance Coaching Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
24 November 2022
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Investing when terrified. Doing right for clients in disorderly times
Expert: Jasmine Yeo Facilitator: Don Wild
24 November 2022
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Making businesses more efficient: The critical factors for advisers in the selection, management, and integration of technology
Facilitator: Helen Clark Expert: Andrew Smith and Damian Smyth
24 November 2022
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Now or never: How technology is shaping the future of financial advice
Expert: Akos Szalay Head of Product- Wealth Portal Dorsum Ltd Facilitator: Brod Whiting
24 November 2022