FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Join us for lunch and an informative session worth one hour of CPD
Three areas to review
Building portfolios for real life
Drip-feed. Blend. De-risk
‘Bewildering’ choice of assets
‘Strategic baseline’
‘Disagree without being disagreeable’
Avoid the ‘gridlock of groupthink’
Four key skills
A limited relationship