This webinar will discuss how IFAs and planning firms are navigating growth opportunities while juggling the cost to serve clients against the backdrop of consumer duty.
Hosted in partnership with Professional Adviser, this panel discussion will feature key voices from Lifetime, including Andy Wealthall (COO) and Ian Dickinson (CEO), alongside Daniele Boswell from Vanguard.
Together, they'll explore how a more scalable, enhanced proposition can help firms reduce the cost to serve, support client retention, and drive long-term value.
Expect fresh insight, practical strategies and real-world examples from the industry, plus a chance to put your questions directly to the panel. Don't miss this session designed for ambitious advice firms ready to scale with confidence.
Register to view from the 2nd February, by completing the form below.
