Book of Stories 2.0

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.


  • 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 family?
  4. What’s next for Charles Stanley’s Book of Stories?