Walk in my shoes - Episode 49

Event details
Location and contact details for this event.
Event type: 
Webinar
Date: 
17 May 2021 - 4:00pm to 4:30pm
Venue address: 
WEBINAR
Organisation: 
Philanthropy Impact
Telephone: 
07480894463
 
 
 
 
 
How to become a trusted advisor? Why understanding your value as an advisor could be the key to establish a long-term relationship with your clients?
 
Research shows that the new generation of wealth, including milennials and women of wealth, wants more comprehensive and personalised support from their professional advisors (private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors) to address their values-based economic, environmental, and societal goals. They are more likely to trust advisors that share their values and that are genuinely interested in helping them achieving great impact with their wealth.
 
During this session, we will discuss the importance for advisors to understand their own values to be able to meet the needs of their clients, match impact investment strategies and products with their values and goals, having a meaningful discussion, and develop impactful and suitable approaches.
 
Chair Ceris Gardner, Partner, Maurice Turnor Gardner LLP
Panel David Stearn, CEO, Affinity Private Wealth and Jaime McLemore, Withers LLP.
 

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This webinar is free for members. Non members £10. 

Terms and conditions

Prior registration is required. Following resistration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.

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Event registration
Event cost: 
Free for members/ Non-members £10
Registration: 
registration@philanthropy-impact.org