[PFS] Breakfast Seminar - Adviser's Alpha
Event Details
In a world of machine learning, AI and robo-advice, it has never been more important for advisers to articulate their value.
This breakfast seminar is a discussion about the seven areas identified by Vanguard as drivers of "adviser alpha", resulting in better outcomes for clients than if they had gone it alone.
This event is kindly sponsored by Vanguard
By the end of the workshop you will be able to:
- Understand the principles for setting realistic client expectations
- Identify the areas in which financial advice improves customer outcomes
- Quantify the value that advice can add compared to DIY investors
The IIL provides accredited training and this event represents 1 hour of CPD.
Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 8.00am. Finish at 9.00am
Speaker: Andrew Walker
Business Development Manager, East Midlands and East Anglia
Andrew Walker is responsible for business development relationships for Vanguard in the East Midlands and East Anglia. He has over 20 years’ industry experience in both intermediary sales and as an adviser.
Slides from the presentation
To view our image and video capture consent statement, please click here.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.
Related news & events
Forthcoming events
