Clients’ emotional decision-making can get in the way of a financial plan reaching its full potential, but this panel of pros have solved the riddle of how to keep clients calm and focused.

Exploring this topic from very different angles, these experts will put a spotlight on the unique factors that play into a robust decumulation strategy.

Each of our panellists has had a wildly different journey resulting in them breaking away from employment and striking out on their own.

Join this panel of smooth operators to hear how the operations function can set a solid foundation around people, processes and systems to allow your business to grow and thrive.

Get ready for an electrifying session with leading platform CEOs, moderated by Heather "Emily Maitlis" Hopkins. Expect tough questions, industry insights, and direct access to these visionaries as they share their future visions. 

Ready to elevate your financial planning business? This session will dive into the key aspects of scaling, covering organic growth, acquisitions, and hybrid strategies. Gain actionable tips and insights to fuel your business's growth through a dynamic discussion.