Andrew Inwood: What it takes to be successful in interesting times

It is simultaneously the best time and the worst time to be a financial adviser in light of unprecedented customer demand for services and policy uncertainty. CoreData founder Andrew Inwood considers what it takes to be a successful adviser and business owner in the prevailing environment drawing on three interactive case studies. SPEAKERS: Andrew Inwood, founder, CoreData MODERATOR: Matthew Smith, director of retail content, Conexus FinancialVIEW ANDREW’S PRESENTATION SLIDES HERE

Related reading

To follow 

Poll results

TBC

Leave a Comment

Scale by independence: The Koda Capital model

Scale by independence: The Koda Capital model

“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.

Sort content by