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The Adviser Mastermind

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Satis Asset Management

London

SW1Y 5JG

United Kingdom

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

Mostly it's 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 after a succesful trial run at the start of November 2017 we're officially launching the adviser mastermind with the first session run on the 17th of January 2018...

The adviser mastermind works as 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!).

Januarys meeting will be held at Statis Asset Management (with the kind support of Mr David Hearne)...

Feel free to book your place here...
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Date and Time

Location

Satis Asset Management

London

SW1Y 5JG

United Kingdom

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