Presentations and Resources
The How and The Why - how do you maximise value and prepare yourself personally
Louise Jeffreys - Gunners & CO
Presentation - Click Here
Using Behavioural Insight to Protect Outcomes and Strengthen your Business - The Nine Nemeses of Retirement Planning
Michael Milner - Wealthtime
Presentation - Click Here
The Foundations of leadership: Owning Success and Failure
Roger Edwards - 505 Wealth
Presentation - Click Here
Operating Smart: Building Efficiency into every stage of your advice Business
Paul Thomson-Clark - Intelliflo
Presentation - Click Here
Business owners round table - Inside the owner's journey: The good, the bad and the reality of running an advise firm
Host - Kate Gannon, Panel: Kate Evans, James Wallis, Guy Skinner
Find your Voice: Communication and Leadership in Financial Advice
Nick Elston - Forging People
Presentation - Click Here
Designing for Integrity: Leadership, Culture and Decision-making in advice firms
Philippa Hann - Paradigm Norton Financial Planning
Presentation - Click Here
Marketing yourself as the expert: How and Why to create positioning as advice business
Charlie Reading - The Trusted Team
Presentation - Click Here
AI in action: Driving efficiency, growth, and enhanced client service in advice firms
Aurora Kapo - HSBC
Presentation - Click Here
