The Findings
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023
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Clients of the Future. How to be more perceptive and receptive
Expert: Marie-Laure Humbert, Goldman Sachs Asset Management Facilitator: John Chapman: Catalyst Partners Ltd
24 November 2022
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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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Impact Awareness. Are we at a tipping point for sustainable investing
Expert: Tom Wildgoose - Nomura Asset Management Facilitator: Ben Wright
24 November 2022