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 Ep 3 - "It’s all about the client, not about you…" Hazel Johnston, Wayne Holcombe and special guest Nicola Crosbie – Owner of Moran Wealth Management In this episode, Hazel and Wayne are joined by Nicola Crosbie – Chartered Financial Planner and owner of Moran Wealth Management. As professionals in... 21 hours ago | 47 mins NextGen or LostGen – The need to develop new client acquisition strategies Octo members This panel discussion with Octo Members host Lee Robertson discusses the theme Nextgen or Lostgen and the need to develop new client acquisition strat... 6 days ago | 59 mins Ask The Expert - Assessing the options for self-funding care Graham Duffy Welcome to our first “Ask The Expert session” of the year,focusing on the importance of advice relating to funding care. During the session, you’ll h... 2 weeks ago | 58 mins Retirement portfolio challenges: Episode 1 of 3 Martin Lines Over recent years creating a diversified portfolio of capital market assets has been the retirement income portfolio trusted solution. The received wi... February 21, 2023 10:00am Growing Opportunities in the Specialist Market Hannah Oades, Corporate Account Manager at United Trust Bank In light of the economic climate in the latter half of 2022, it’s unsurprising that more customers than ever before will be leaning on the specialist ... 7 days ago | 45 mins Creating more sustainable retirement portfolios: Episode 2 of 3 Martin Lines Whilst no two clients are the same, we’ll look at some common elements that are fundamental to creating more sustainable retirement income. This webin... February 28, 2023 10:00am How to make the most of technology in the Mortgage Market Legal & General Mortgage Club Mortgage Tech is constantly evolving, from affordability calculators to e-docs, but how can you use tech in your business to help your clients? In th... February 7, 2023 11:00am Portfolio construction — worked examples: Episode 3 of 3 Martin Lines In this webinar we’ll focus on worked examples of portfolio construction to show how you can apply the theory discussed in this webinar series to a va... March 7, 2023 10:00am RE:wind HOT TOPIC - Sustainable Multi Asset Octo members This lively debate saw our Hot Topic host John Lappin, Octo Members Contributor, joined by expert panellists Ben Popatlal, Multi-Asset Strategist, Sch... 3 weeks ago | 62 mins Ep 2 - Building financial resilience in a cost of living crisis Hazel Johnston, Wayne Holcombe and special guest Priyesh Patel – Financial Consultant at Ablestoke Financial Planning Our second episode, Hazel and Wayne are joined by Priyesh Patel – Financial Consultant at Ablestoke Financial Planning. With financial resilience for... 2 months ago | 36 mins Load more
