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Home / Webinar / Running a Wealth Management offering through the challenges of higher interest rates and inflation

Pricing

2020 Member: Included with 2020 Membership

Non member £0.00 + VAT

Presenters

Presenter

Ian Fletcher

About Ian

Presenter

Darrell Stone

About Darrell
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

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OBJECTIVES

As economies have entered periods of increased inflation and interest rates, this session is to provide accountants with an understanding of how Wealth Management firms manage investing through periods of higher inflation and interest rates, and the opportunities that are created.

The session is also to ensure that accountants consider their own Wealth Management plans for their businesses, whether they are currently in place or have no arrangements in place.

KEY TOPICS

  • What has happened with inflation and interest rates
  • Forecasts for inflation and interest rates in the coming months
  • How Wealth advisers can assist clients (individual and corporate) through this period
  • Why Accountants should have a Wealth Management relationship
  • Things to consider when marketing your Wealth Management relationship
  • Next steps to consider.

WHO SHOULD ATTEND

Accountancy owners, partners and managers.