Sign up for our Breakthrough Advice Forum - where powerful visuals meet breakthrough moments in advice.
Where powerful visuals meet breakthrough moments in advice | A forum for financial advisers and business owners featuring expert speakers, practical insights, and interactive panels. Each session is designed to provide advisers with effective techniques to communicate investment concepts clearly and confidently to clients, especially during periods of market uncertainty and anxiety. | Registration 9am
Close 2pm | | | | Financial planner and author Dan Haylett and behavioural scientist Neil Bage explore the five key life stages of a client and the behaviours that emerge at these critical junctures. | | | | Managing director of Albemarle Street Partners, Charlie Parker, highlights key data points and visuals that show how money can support life goals. | | | Leadership coach Dr Kati Adeseko examines how self-awareness and emotional intelligence drive leadership, performance and growth. | | | | Navigating market uncertainty | The panel will examine unsettling geopolitical and market events, how advisers can guide client conversations, and typical client behaviour in periods of loss and risk, using the Investors’ Guide to Markets visuals to demonstrate practical strategies. | All events are free to financial advisers and qualify for CPD. | | | | Prepared for professional advisers only. | Albemarle Street Partners is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority ("FCA") FRN 931264. Trading address: 135 Bishopsgate, London, EC2M 3TP. | Atlantic House Investments, 135 Bishopsgate, 8th Floor, London, EC2M 3TP |
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