Book of Stories 2.0

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  • 06 mins 51 secs


  • Sean Osborne, Head of National Accounts, Charles Stanley

Questions asked:

  1. What’s the key difference between last year’s Book of Stories and 2.0?
  2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
  3. Has the pandemic created any challenges for advisers when engaging with the next generation within a family?
  4. What’s next for Charles Stanley’s Book of Stories?


Akademia Shorts
London • Harpenden
Tel: +44 (0)1582 764000

New York
Tel: +1 212 661 4111

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