IFW Wellbeing Café - Helena Wardle: Brainstorming the Advice Gap
Event Information
About this Event
Welcome to the IFW Wellbeing Café, a great place to discover and deepen your understanding of what Financial Wellbeing is all about.
Each month, our virtual Wellbeing Café will host a free 30-minute lunchtime webinar (members discount code required). Each one will cover a wide range of topics all under the banner of Financial Wellbeing. If you’re not a member then please join us here.
Helena Wardle is an IFW member and a passionate Financial Planner who cares about helping people get more clarity, confidence and reassurance with their money matters. "I feel it is important to understand our client’s stories and to help connect their money with what matters to them. Outside of work, I run to keep me sane, and I am a real bookworm, so I read to relax and unwind."
The topic for this month is Brainstorming The Advice Gap: how can we get more creative to help people with their money matters in a meaningful way. Sharing ideas and discussing ways to help and what should we be doing to engage younger clients.
1.00pm Tuesday 9th March