The Findings
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Tried & Tested. The pioneering idea that's 30 years new
Facilitator: Ben Wright Expert: Rob Ciro
23 June 2022
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Wealth Transfer. What are the opportunities, and how can you address them?
Facilitator: Ben MacGregor Expert: Gillian Schofield
23 June 2022
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Actionable Insights. How to use the right data at the right time to power the adviser/customer relationship.
Expert: Caroline Clarkson-Lund, VouchedFor. Facilitator: Alex Whitson
14 June 2022
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Digital Dynamics. Creating a holistic online relationship with your clients
Expert: Ákos Szalay, Dorsum, supported by Renata and Greg. Facilitator: Paul Miles, Silverback Consultancy
14 June 2022
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Future Proofing. How to innovate and adapt in a time of rapid change
Expert: William Rouse, Wealth Dynamix. Facilitator: Alison Ebbage
14 June 2022