Closing The Savings Gap: Empowering A New Breed Of Financial Advisers

Описание: In today's rapidly changing landscape, it is increasingly important to address the growing savings gap and ensure individuals have access to expert guidance and support in managing their finances.

During this webinar, we will explore the current state of the financial advice industry and shed light on the limitations of existing advisers. We will address the need to incubate and nurture aspiring advisers who possess the essential attributes to prioritise the client's best interests. While certain skills can be taught, the fundamental commitment to putting clients first is paramount.

We will tackle the challenge of training new advisers while acknowledging the associated costs. We will discuss innovative strategies and potential solutions to make the training process more effective and efficient.

Join us as we discuss and champion the empowerment of a new breed of financial advisers who will reshape the future of advice, fostering financial well-being and prosperity for all.

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Speaker:

Petronella West is the CEO of Investment Quorum. She is a double-chartered, pension transfer specialist with an incredible 35 years’ experience in the financial services industry. At Investment Quorum, Petronella provides personalised financial planning and investment solutions, with a particular focus on retirement.

Her passion is in business financial planning, and she has a deep belief in cashflow modelling to help clients fulfil the life they want. Petronella says the fun starts when, based on the close relationship of trust, she can start solving what her client perceives as a problem. She was awarded Wealth Manager CEO of the Year at the City of London Wealth Manager Awards 2022.

Outside of IQ, Petronella is heavily involved in Charity work, specifically working with Sierra Leone-based charity, Street Child.