MM Wired: How to put your clients at the core of your business and outsource investments

Money Marketing’s live debate series returns on Monday, 11 February, at 2:00pm with a deep dive into the DFM market.

In association with Charles Stanley, our expert panel will be looking at what makes a great relationship between advisers and their discretionary manager, as well as the keys to making sure clients get the best outcomes possible.

Register Now

On the agenda:

  • What can both DFMs and advisers do to get the most from their partnership?
  • How advisers can work with DFMs to make sure the outsourcing options available match individual client’s needs, including ensuring suitability and attitude to risk.
  • How to make sure your outsourced DFM is working how you want them to.
  • How to work with your DFM on building the right bespoke solution to meet your individual client’s needs.

Host: Justin Cash, Editor, Money Marketing

Our panel will be:

  • Gbi2 managing director Graham Bentley
  • Signpost Financial Planning chartered financial planner Nigel McTear
  • Charles Stanley senior investment manager Will Walker-Arnott
  • Charles Stanley investment manager Nicola Loudon

Register Now

Learn more about Charles Stanley services for Financial Advisers: www.charles-stanley.co.uk/professional-adviser-services
Learn more about Charles Stanley’s Bespoke Discretionary Service: www.charles-stanley.co.uk/IFA-Bespoke
Receive a Charles Stanley Due Diligence Document: www.charles-stanley.co.uk/due-diligence

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