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
Mark Preskett
Senior Portfolio Manager, Morningstar Wealth
Andy Cumming
Catalyst Partners
Chris Law
Head of UK Platform Sales, Morningstar Wealth
UPCOMING EVENTS
CPD hours available. Places are limited. Reserve your FREE spot today.
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