Research shows a growing client demand for discussion about values and goals to be a standard part of any professional advisory practice. In addition to this, it is widely believed that understanding the new dynamics created by the next generation of wealth holders will play an important role in the future success of any advisory practice.
After the successful session of our Walk in my shoes, where we discussed the importance for professional advisors to develop impactful and suitable approaches to address clients’ values, motivations, ambitions, and goals, we are now keen to go deeper into this topic with our amazing speakers.
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Event highlights |
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Chair: George King, Partner, MASECO Private Wealth Panel: Stephanie Brobbey, Founder and Director, The Good Ancestor Movement; Pippa Garland, Partner, Charity and Social Business Partner, Russell Cooke; Lily Lewis, Founder and CEO, The Processi Initiatives
Timings: 8:00 Los Angeles, Vancouver 11:00 Toronto, New York 15:00 GMT/UTC 16:00 London 17:00 Paris, Berlin Duration: 1 hour CPD: 1 Cost: This is a free evet for members of Philanthropy Impact. Fee for Non-members: £30 not-for-profit organisations/£40 for-profit
Prior registration is required. Registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions to the speakers during the web-event. |