Vanguard Masterclass: the true value of financial advice
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Learning: Structured
Investors demand more than just returns. This masterclass reveals why peace of mind, time savings, and emotional reassurance are now core to client value. Discover how 86% of advised clients feel more at ease and save over 100 hours annually.
Speakers:
- Paulo Costa, Senior Behavioural Economist, Vanguard
- Doug Brodie, Founder & CEO, Chancery Lane Income Planners
- Toby Barklem, Chartered Financial Planner & Principal, Minos Wealth
Learning outcomes:
- How clients value financial advisers and their advice beyond
- The role of financial planning in a world of decumulation
- Robo-advice: threats and opportunities for financial planners
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