In this webinar, Tom Ham, CEO of Calton, provides a practical use case for custom indexing and explains why it isn’t simply an investment approach,...
Brandon Harris a long-time Certified EOS Implementer will share stories of real-life clients and the effect of running on EOS can deliver.
Kate Phillip interviews successful solo practitioners, Warren Shute and Paul Cleworth, on building a profitable solo advice practice.
Businesses are being sold at a significant pace – but what does a real deal truly look like?
A successful business exit is a complex and strategic process that requires careful planning and execution.
Our 2024 event promises to be a day filled with energy, excellence, and engagement. Advisers attending will be treated to inspiring presentations,...