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Module 1: Workshop 2: The future of financial advice
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Learning: Knowledge
As the effects of the global pandemic continue into the foreseeable future, financial professionals around the globe continue to assess the evolving landscape and are looking to the future as means of anticipation and planning. One area that is of particular concern to financial professions is the future of advice.
GSAM’s The future of financial advice workshop explores the major threats to the client/adviser relationship, such as:
• The impact of technology
• Risk and managing client expectations
• The demographic shift
• The democratisation of the investment solution
• Regulation
This workshop explores the key areas of focus for elite practices into the future and offers considerations for attendees that can enable them to close the gap between their current state and the future.
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