You and your business have survived the first wave of the pandemic, the kids are back at school (for a short while) and you’re concerned about the next few weeks, let alone the next decade. So what’s on your mind? Whether you’re worried about generating new business, your ratio of advisers to support staff, your time spent with clients, your technology stack or your investment proposition, we aim to provide some helpful perspectives and insights. We might save you some time or money, we might provide pause for thought, or we might just give you some tips on how to handle your next client video meeting. Whatever the outcome, join us to find out how you might remain a calm swan on the water, without the frenzied paddling beneath.
Learning Objectives
1. Outline the inescapable investment truths over the coming decade.
2. Identify the key advisory business challenges, looking beyond investment solutions.
3. Consider the necessary steps to sustain and grow advisory business in the future.