Book of Stories 2.0
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Learning: Unstructured
Tutor:
- Sean Osborne, Head of National Accounts, Charles Stanley
Questions asked:
- What’s the key difference between last year’s Book of Stories and 2.0?
- How does the Book of Stories 2.0 help advisers to engage with the next generation?
- Has the pandemic created any challenges for advisers when engaging with the next generation within a family?
- What’s next for Charles Stanley’s Book of Stories?