Name: Crossing the Rubicon
Start: 2012-04-13T13:45:00Z
End: 2012-04-13T13:55:44.000Z
Location: BrightTALK
Rating: 1

Tomorrow's Client is a Personal Finance Society supported initiative which will consider and seek to predict the key issues and financial services themes in over 5 years time.

AF5 April 2013 Case Study Analysis Part 2

AF5 April 2013 Case Study Analysis Part 1

Malcolm considers the post RDR world and how it will impact upon advisers and tomorrow's client

Dawn of an era

Danny Cox, Hargreaves Lansdown, shares his thoughts and experiences of today's client needs and how this will impact on Tomorrow's Client

Tomorrow's Client  - No single solution

An overview of the profession today and an insight into tomorrow's adviser

Crossing the Rubicon

This presentation discusses Lord Nelson, Lieutenant Columbo and Kipling and will provide you with a concise view of how Simon sees business, clients (and prospects) in 2016 (and beyond) …

February 2016.................

To mark the CII’s hundredth anniversary as a Chartered professional body we’re launching a series of seven research reports to explore some of the risks and opportunities that might face us in the decades to come. This first report, sets the scene for the entire series by focusing on the past and present – the building blocks for any narratives about the future

Future Risk, Learning from history

Justin Urquhart Stewart shares his view on what Tomorrow's Client expects from their adviser of the future

Tomorrow's Client - A view from 7IM

Joe Jordan shares his view on what Tomorrow's Client expects and how behavioural finance theories impact on their thinking

Behavioural Finance, implications for Tomorrow's Client

Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisations and individuals needs.

Better to Best: Client Relationships that Count

fay.

Goddard

Tomorrows

Client

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Crossing the Rubicon

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