[PFS] Breakfast Seminar - Adviser's Alpha

Event Details

In a world of machine learning, AI and robo-advice, it has never been more important for advisers to articulate their value.

This breakfast seminar is a discussion about the seven areas identified by Vanguard as drivers of "adviser alpha", resulting in better outcomes for clients than if they had gone it alone.

This event is kindly sponsored by Vanguard

By the end of the workshop you will be able to:

• Understand the principles for setting realistic client expectations
• Identify the areas in which financial advice improves customer outcomes
• Quantify the value that advice can add compared to DIY investors

The IIL provides accredited training and this event represents 1 hour of CPD.

Arrival at 7.45am for bacon sandwiches and coffee, with the talk beginning at 8.00am. Finish at 9.00am

Speaker: Andrew Walker

Business Development Manager, East Midlands and East Anglia

Andrew Walker is responsible for business development relationships for Vanguard in the East Midlands and East Anglia. He has over 20 years’ industry experience in both intermediary sales and as an adviser.