28 Jun 2021
We are joined by Tony Wickenden, Founder and MD of Technical Connection and Phil Wickenden, Founder of Ad Lucem, to evaluate the key considerations for advisers and the new opportunities that might exist in a post COVID world. Based on extensive research from 100 adviser firms and 1000 investors we will provide insight into how firms are adapting to the ‘new normal’. We’ll examine how customer behaviour has changed and what this means for adviser processes and their marketing strategy. And as if “the way we work now” wasn’t challenging enough with Government debt at an all-time peacetime high, taxes are definitely going to change….sooner or later. We’ll examine tax proposals already in the pipeline, what might be in store later this year and what financial planning opportunities exist right now (and in the future) for advisers and their clients.
Take your opportunity to ask questions of our expert panel in this interactive session.
Date: Thurs 1 July
Time: 10:30am