Syndaxi Financial Planning, Rob Reid | The True Pension Revolution
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Learning: Unstructured
Rob Reid, industry cornerstone and pension expert, lifts the lid on what most financial professionals get wrong: investor communication. Are we still writing for compliance or for the client? From war stories with the regulator to hands-on tests with annual reports, Reid argues that clarity, not complexity, will define the leaders of tomorrow. He shares battle-tested lessons from decades at the technical frontier and why a shift in mindset could transform client engagement and market trust.