Independence v Restricted - Implementing the right model for us and our clients
Many IFA’s have expressed concern about the choice between independent and restricted business models.
There are emotional ties to being independent and for many that is a major driver. Others want to run the ‘right’ business model for them and are confused by the ‘noise’ that says “restricted is fine, your clients won’t mind and you can make more profit that way.”
But is there an agenda behind this message? Or perhaps more than one?
This webinar will look at these points, as well as the difficult issues around the role of ‘unsuitable investments’ in deciding if you really are independent or would restricted – or perhaps ‘specialist’? – be a better business model.
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
After a year marked by growing concern about China and bursts of volatility, equity investors are bracing for 2016. Nicholas Davidson, Senior Portfolio Manager at AB, will explain how high-conviction equity strategies can help investors combat challenging market conditions in a world of lower expected returns.
Martin Bamford, Managing Director, Informed Choice
A lot can happen in twelve months. The past year has seen investment markets dominated by continued uncertainty in the Eurozone, the threat of rising interest rates in the US and worries about a hard economic landing in China. What will next year have in store for investors? Can Financial Planners and Wealth Managers ever accurately predict the future? Assuming our crystal balls do work, how should advisers adjust their investment recommendations to avoid the pitfalls and focus on the opportunities? In this webinar, Martin will share his views on crystal ball gazing, the big themes to consider for 2016 and how investment portfolios are best positioned for the future.
Is Asia a lucrative market for the wealth management industry?
The statistics look fabulous. Asia is now the region with the highest number of High Net Worth Individuals in the world and any day now the most absolute wealth too.But the reality looks sketchy.
Of the billions of people is Asia, there is barely a middle class right now and there is a vast amount of poverty. Serious wealth is in the hands of few, typically an older, less easy to capture audience.
In this webinar we cover the pros and cons, opportunities and threats of doing good business in Asia. We explain the current landscape, explore how clients and regulations are changing and examine the opportunities presented by the digital revolution, both adoption by consumers and fintech solutions for the industry.
This is essential listening for businesses watching Asia with interest, or starting to do business there.
Jude Jennison, Director, The Leadership Whisperers
In challenging and rapidly changing business environments, new leadership skills and behaviours are needed to lead through uncertainty and transform business. Leaders need to be agile and influential at all levels within the organisation. The old style of command and control no longer works. Instead, blame, judgment and criticism need to be replaced by responsibility and shared leadership.
Organisations who embrace a collective leadership approach will engage teams, inspire their clients and create lasting change.
Research shows that in the presence of horses, people are more aligned, more authentic and more transparent in their approach. Horses model leading from the collective, where every member of the herd takes responsibility for combined success. Jude will explain how working with horses enables teams to model collective leadership and lead change with confidence and clarity.
Jude is an international speaker, Horse Assisted Educator and author of the book Leadership Beyond Measure. She helps senior leaders develop embodied leadership skills that have a profound impact on clients and teams. Through live events and workshops, she partners with horses who provide non-judgmental feedback, enabling clients to identify their leadership behaviours and transform themselves into courageous and hugely influential, non-verbal communicators.
Simon Jackson, Executive and Sales Coach, Aecern Coaching
When faced with increased market pressures and the unavoidable need for change, the first port of call for many organisations is to focus on the skills and capabilities of their people. Indeed, corporate training and development is a growing area. Research shows year on year double-digit growth since 2011 in corporate training spend. And whilst capability and skill development is an inevitable part of organisational development and effectiveness, the question however has to be, are we truly getting the returns on the investments being made? Is capability development meeting the needs of the organisation?
In this webinar Simon Jackson will share his experience and insight that has been developed over many years working with leading global brands on transformation initiatives that have focused on leadership development and change programmes. We will explore what is really needed to transform the capability of your people and create high performance.
Quite simply, Geoff teaches finance professionals how to get what they want. It’s not just about getting paid more, or promoted faster, or creating more career options. But how do you create the career you truly want?
As a former investment banker from Goldman Sachs and investor at the Carlyle Group, and today an advisor to CEOs and senior Wall Street professionals, Geoff knows your career from the inside-out, and will teach you how to win.
You will learn how to step back, get clear on what you want, build a process to make it happen, and build yourself into the person who can do it. If you want to win, you want to tune into this webcast.
Sean Kent, Deputy Chief Executive at Freebridge Community Housing
To develop our own leaders we need to develop our own leadership skills. If we don't see ourselves as leaders, as I didn't, then how can we expect others to do so? If we expect others to lead and we aren't prepared to be seen as leaders ourselves, what message does this give?
In this webinar Sean Kent will share his experiences of developing himself as a leader and how he has been able to use that to develop leaders at Freebridge Community Housing. In particular he will reflect on the personal and organisational impact that coaching has had, and the benefits and challenges that diversity can bring to leadership.
Kevin Troup, Fund Manager, Global Equity Income. Mark Vincent, Fund Manager, Global Emerging Markets Equity Income
Since their respective launch dates both the Standard Life Investments Global Equity Income and Global Emerging Markets Equity Income funds rank within the top quartile of their peer group.
Hear from Fund Managers Kevin Troup and Mark Vincent, as they outline their total return approach to income investing, that has a strong emphasis on dividend growth. Many income funds screen the market for yield, however given the scale and resource at Standard Life Investments, income managers are able to look at the whole of the market for the best income ideas.
Many equity income funds operate on a value strategy rather than a growth strategy. Investment director Paul Cooper investigates the pros and cons of each approach, as well as the impact that a focus on quality or income can provide.
Leaders in the 21st century face immense challenges with regard to harnessing workforce energy. This session will focus on the latest work and research conducted in the field of Leadership, Happiness and Neuropsychology to identify how Authentic leaders are able to marshal energy and deploy this effectively in a way which is distinctive and impactful.
The session will identify the critical approaches which are applied by successful leaders to achieve high performance and to maximise engagement. Rani Bains will draw on the latest research and practical examples to outline the self management and leadership approaches which "make the difference that counts." .
Victor Ricciardi, Assistant Professor of Financial Management, Goucher College
Professor Ricciardi discusses behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better decision makers. He also highlights important issues from his current book Investor Behavior: The Psychology of Financial Planning and Investing with co-editor H. Kent Baker.
After a difficult and volatile six months for European Equities, Michael Browne from Martin Currie talks about how they have protected investors’ capital in recent times and why he has a positive outlook for European equities in 2016.
Neil is a value orientated manager running a truly unconstrained global equity fund. His approach involves turning over a lot of rocks to find valuation anomalies and blending the resulting ideas into a portfolio designed to perform in various market conditions. In the presentation he will share his macro views and how he goes about finding the stock ideas that will differentiate his portfolio.
Since launching in January 2012, both the Standard Life Investments Global Equity Income Fund and Standard Life Investments Global Smaller Companies Fund rank in the top decile of their respective peer groups.
Hear directly from Income Fund Manager Kevin Troup, on how he has been able to build a Global Income Fund that has managed to add value in both rising and falling markets.
Alan Rowsell will discuss the case for investing in Global Smaller Companies, and how Standard Life Investments' award winning smaller companies process has now proven itself in a global context.
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
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