Join Jamie Clark, Retirement Specialist at Quilter, for this webinar, as he discusses LTA Abolition: What you need to know and how to protect your...
In this one hour webinar David Braithwaite shares more about this concept, and how he used it to transform his Financial Advisory Business.
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,...