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Adviser Mastermind

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EQ Investors, Centennium House

100 Lower Thames Street

London

EC3R 6DL

United Kingdom

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The reality is that for as long I have been a financial adviser and planner most of my best ideas have come from other people.

Mostly its been from fellow advisers when we've spent time exploring ideas and strangely most advisers I speak to understand the benefit of spending some time regularly to share best practice and talk about how we can all be better advisers together... regardless of what business we work in.

This is the reason we run 'the adviser mastermind' events.

It’s a forum for Advisers where we can talk about the challenges of financial advice and planning, to share best practice and to network and build professional connections.

The format will be either defined by one individuals particular challenge or an issue many in the group want to talk about (I know there's a few I'd like some support on!).

This time as our Guest speaker will be Lauren Janus from Thoughtfulphilanthropy

About Lauren

Lauren Janus is a native of the charitable giving sector with a passion for helping donors get the most joy out of their giving.

She's spent more than 15 years wearing all manner of hats in the charitable sector, both in the US and in the UK. A few years ago, she jumped to the for-profit side and got MBA so she could better understand the business side of social change.

Today, as the Director of Thoughtful Philanthropy, Lauren combines her background in the charitable sector with her knowledge of business principles, to help donors understand how their charitable giving can impact the issues they care about.

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We'll also be focusing on the challenges of practising advisers as opposed to the challenges of financial planning business owners (or directors). You may sit in both camps but this group is purely desgined on supporting each other to help us all improve how we are as advisers and planners.

If you're financial planning business owner or director and you want business owner and director support it's worth attending the next gen mastermind specifically designed to support you.

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Date and Time

Location

EQ Investors, Centennium House

100 Lower Thames Street

London

EC3R 6DL

United Kingdom

View Map

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