Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date BI Spotlight on Professional Firms Melissa Cunningham FCA, ACILA, Senior Managing Consultant, Marsh Advisory Presented by Melissa Cunningham FCA, ACILA, Senior Managing Consultant, Marsh Advisory 1 year ago | 42 mins Nurturing Knowledge - how innovation skills can de-risk your business Ian Simons, Melissa Collett & Toby de Belder The CII is partnering with Innovation specialists Fluxx to shine a light on the theory and practical application of Innovation in insurance and person... 2 years ago | 60 mins Protecting Vulnerable Customers Caroline Barr In this webcast, Caroline Barr discusses protecting vulnerable customers. Protecting vulnerable consumers has long been a key priority for the FCA. ... 4 years ago | 34 mins Recognising Vulnerability: the key 4 drivers and the impact of coronavirus Martin Lines, Business Development Director, Just Group Plc; Jon Dear, Member Engagement Director, Personal Finance Society. If ever there was a time to focus on how we improve the experience and outcomes for the most vulnerable, surely it’s now. The FCA has said that it w... 3 years ago | 52 mins SIAM and your Strategy William Hooper, Oareborough Consulting, Member, The Independent Advisory Network The business is increasingly demanding of IT: do more with less; support the business units in establishing a competitive lead; deliver innovation; be... 6 years ago | 45 mins Stress Testing and Scenario Planning Martin Lines, Business Development Director, Just We will look at things like cash-flow planning. We’ll see how different tools can be used to help stress-test different scenarios. In what circumstanc... 3 years ago | 30 mins The Future Is What You Make It Presented by Brett Davidson, Founder of FP Advance It's a challenging time to be the owner of a financial planning business. Costs are rising exponentially, regulation feels out of control and every se... 3 years ago | 49 mins Why protection is essential to every financial plan Ian Mckenna, Protection Guru In the last 18 months Protection Guru has become the leading technical information site for protection advisers. In this session founder Ian McKenna... 3 years ago | 66 mins Scaling up your practice Vinod Jain, Jain Privy Client Pvt Ltd. A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his pr... 2 years ago | 65 mins More time, more clients, more revenue; how tech is changing your advice process Rob Walton, Chief Operating Officer, Intelliflo Technology is empowering financial advice firms to reach more clients by reducing friction in the advice process, saving advisers and their support st... 5 years ago | 46 mins Load more
