The value of advice and how it's changing
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Learning: Structured
Tutors:
- John Porteous, Group Head of Distribution, Charles Stanley
- Lee Robertson, Co-Founder and Managing Director, Octo Members
- Tsitsi Mutiti, Investment Manager, Charles Stanley
Learning Objectives:
- Understanding how client behaviours and advice is changing
- How these changes are affecting intergenerational wealth planning
- How advisers might need to adapt to demonstrate value