TALK: Reimagining Financial Advice for an Ever-Changing World

21/10/2022

Online

11:00 am

We’ve hosted our TALK events consecutively for over a year and they have now become a regular feature in many people’s diaries.

Each one is an hour long and will feature industry-leading speakers sharing expert content on a specific theme within their field. During the session, delegates are split off into working groups to discuss and share best practice – bringing back that much-desired networking.

Find out more about the structure by watching this video:

What are we talking about?

In this session, Christian and Abraham will talk through three main points – inviting discussion and questions after each one:

  • The cost of investing
    Financial advisers add the most value to clients through personalised plans and coaching that give clients clarity and confidence in their financial future. The rest of the value chain can be commoditised. Let’s discuss.
  • Changing expectations from a new generation of advisers and clients
    What do millennials want and need? Is it greater clarity, better tech, greater access or that all important ability to tailor it to them? And how does this impact what advisers need?
  • SHOWING the value of advice
    As with most specialisms most people don’t know what goes into creating a sound financial plan. So to demonstrate your value, you need to show your workings… but to keep them interested you need to make it about them – how can it be done?

This event will be done in our usual format, giving delegates the opportunity to share thoughts and opinions. 

Who’s talking?

Christian Markwick, Head of Adviser Support – Apricity Compliance 

Having been an adviser, Training and Competence Manager & CF10/CF11 in the industry for many years, Christian is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

Abraham Okusanya, CEO – Timeline & Betafolio

Abraham Okusanya is the dynamic founder and CEO of Timeline and Betafolio. His focus is on building great tech that fully supports financial advisers so they can delight their clients with engaging financial plans for bright futures.

TALK: Reimagining Financial Advice for an Ever-Changing World

When? 21st October 2022
Where? Online
Cost? Free!

How do I sign up?

Simply sign up below.