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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Advice Review – Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023
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Age of AI - The potential for driving business productivity
Expert: Alan Smith, CEO, Capital Asset Management Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023
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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023
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Future Stars - Attracting and retaining the advisers of tomorrow
Expert and Facilitator: Emma Napier, Consulting Director, NextWealth
23 November 2023