The Findings
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How becoming a digital advisory business can enhance your client experience and deepen your relationship with them as well as support productivity
Robo and Digital are very different things.
15 October 2019
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Insights from the clients of advisory firms: what do they value, and how can referrals be better utilised to attract more of them?
There is now a considerable difference between a professional services relationship which a lot of firms offer compared to the traditional financial services business
15 October 2019
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It’s a family affair – how can advisers close the wealth transfer generation gap?
Over the next 30 years, an estimated £5.5 trillion is due to be passed between generations in the UK.
15 October 2019
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It’s all about growth (Session 2)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019
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It’s all about growth (Sessions 1 and 3)
Is merging/acquiring the best way to grow your client base? Or can you get the numbers through organic growth?
15 October 2019