In this small group setting, you’ll hear unique insights into investing, behavioural coaching and practice optimisation.

In today's rapidly evolving advice landscape, this event provides solutions to enhance your value proposition, demonstrate the value you add to your clients and streamline your practice; setting it up for long-term success in a Consumer Duty world. Whether you’re in growth stage, or looking to exit, this session focuses on getting you to the next stage.

EVENT HIGHLIGHTS & LEARNING OBJECTIVES
Session 1:
Investment market overview 
We’ll provide an overview of the investment landscape, delivered in a way that’s relevant to financial advisers and the clients you serve. We’ll share findings from our 400+ Research and Investment Team. After a year of political change and elections, what does this mean for your clients' investing journeys?
Session 2:
Finding a partner to do the heavy lifting
Over 255,555* advisers partner with Morningstar. We’ll share some case studies that have resulted in advisers being able to free up their time to lean into the value they add, whilst letting a third party do the heavy lifting.

* as of March 31, 2024
Session 3:
Preparing to sell your advice practice with Catalyst Partners
Catalyst will guide you through the ins and outs of preparing to sell an advice firm. The process can be an emotional one for business owners which requires support to achieve the right outcome for clients, their staff and themselves.

NEXT EVENT

SPEAKERS
Liverpool
Wednesday 9th October


12:00 - 14:00
Chris Bishun
Head of Wealth Solutions, Morningstar Wealth
Martyn Laverick
Catalyst Partners
Chris Law
Head of UK Platform Sales, Morningstar Wealth

UPCOMING EVENTS
Sheffield
Wednesday 16 October
Nottingham
Thursday 17 October
Glasgow
Wednesday 30 October
Edinburgh
Thursday 31 October
Coventry
Wednesday 13 November
Milton Keynes
Thursday 14 November
Cardiff
Wednesday 20 November
London
Thursday 21 November
Exeter
Wednesday 27 November
CPD hours available. Places are limited. Reserve your FREE spot today.
Don't see your city listed? Let us know if you'd like us to come and visit you.
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