Akademia Shorts

  • Book of Stories 2.0

    Tutor:

    • Sean Osborne, Head of National Accounts, Charles Stanley

    Questions asked:

    1. What’s the key difference between last year’s Book of Stories and 2.0?
    2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
    3. Has the pandemic created any challenges for advisers when engaging with the next generation within a...
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  • Top tips on cyber security

    Tutor:

    • John Harrison, Head of Information & Cyber Security, Charles Stanley

    Questions asked:

    1. How has COVID-19 affected cyber crime?
    2. Which types of cyber attack are being used?
    3. How can individuals protect themselves?
    4. What measures might IFA firms consider?
    5. How else can we protect ourselves?
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  • Creating a successful digital advice model

    Tutor:

    • Mark Loosmore, Executive General Manager - Wealth, Iress

    Questions asked:

    1. Why should data be at the heart of an adviser firm's business?
    2. What are the benefits of automating your business processes?
    3. Which tools should adviser firms consider when offering digital client engagement?
    4. How can digital tools help with...
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  • The value of cashflow modelling

    Tutor:

    • Rob Tedder, Client Cashflow Solutions Manager, i4C

    Questions asked:

    1. How important is cash flow modelling as a part of the financial planning process?
    2. In the current climate, planners are adapting to remote meetings, can cashflow planning be easily added to this process?
    3. There are some advisers who are yet to fully embrace...
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  • Technology's growing influence on the advice industry

    Tutor:

    • Nick Eatock, CEO, Intelliflo

    Questions asked:

    1. Why is the use of technology so important to the advice industry?
    2. Is the current crisis accelerating the adoption of technology
    3. Will advice technology evolve to keep up with advisers’ needs in the future?
    4. Have you seen changes in advisory firms and/or clients’...
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  • How to manage clients in drawdown after the market turmoil

    Tutor:

    • Vince Smith-Hughes, Head of Business Development, Prudential plc

    Questions asked:

    1. What has the FCA reaction been to the crisis?
    2. Are there concerns that people have been taking too much out of their pension pots?
    3. What should advisers do regarding contact for those clients already in drawdown?
    4. What strategies can an...
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  • Advising clients from lockdown

    Tutor:

    • Richard Kateley, Head of Specialist Protection, Legal...
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  • Protecting vulnerable clients during the current crisis

    Tutor:

    • Martin Lines, Business Development Group, JUST

    Questions asked:

    1. What is a vulnerable client?
    2. Who is vulnerable?
    3. What should firms be doing in the current crisis when it comes to vulnerable clients?
    4. What are the key areas of vulnerability to focus on?
    5. Any practical tips?

    ...

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  • Life after lockdown

    Tutor:

    • Tessa Lee, Managing Director, moneyinfo

    Questions asked:

    1. What’s changed in your world since February?
    2. Are there any positives to take from what’s happening?
    3. How is moneyinfo helping advisers adapt to the new way of working?
    4. Do you think life will return to normal after the lockdown is lifted?
    5. How can advisers...
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