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1 May 2024 | 0:10 PM - 0:40 PM

Breakout Option 1: Adviser Success Strategies

In this panel session we will discuss strategies to succeed as a financial adviser with two contrasting firms. Covering technology, client experience, fee models, recruitment and more.

Speakers

Director

John Sangster

Director
RPG Chartered Financial Planners
Co-founder

Hamzah Shalchi

Co-founder
Headway Wealth