The Findings
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Confident conversations. Incorporating ESG into the advice journey
Expert: Liam Setna Investment Director, Quilter Facilitator: Roderic Rennison, Catalyst Partners Ltd
13 October 2022
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Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022
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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022
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New word disorder. How to negotiate this period of historically significant geopolitical uncertainty
Expert: Richard Clarke Facilitator: Jasmine Yeo, Ruffer
13 October 2022
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022