Great news – the Aspen team are hitting the road for GROW on Tour with Verve, M&G, Marloo and Morningstar.
I'll be joined by Francis Walker and Lewis Brasseux to deliver a session for advisers that dives into the question: as financial planning evolves, how do you deal with risk profiling tools that can’t keep pace?
Financial Planning is evolving. Focus is shifting to prioritising goals, objectives and outcomes over investment returns in isolation.
In response, advisers are questioning traditional methods of assessing clients’ risk appetite, seeking more intuitive means that are less abstract and more reflective of client needs.
Our session will explore whether there is a place for risk profiling in modern planning, or if the days of ‘neither agreeing nor disagreeing’ to nebulous questions about taking on investment risk are behind us.
We will investigate alternative ways of allocating clients’ capital - combining client goals, time horizons and risk tolerance - and bring our thinking to life with a practical case study.
Key discussion points will include (but are not limited to):
If you have your GROW on Tour ticket already, prepare to expand on all these ideas together during the sessions!
Each GROW on Tour event runs 10am to 3pm with five rotating expert sessions, all counting towards your CPD hours.
The small-group format of 10 to 20 advisers keeps things conversational and relaxed, with plenty of time to connect with other local advisers over lunch and coffee throughout the day.
The other sessions cover client behaviour with Morningstar, improving efficiency and consistency through technology with Marloo, IHT and intergenerational planning with M&G, and evidencing good client outcomes with Verve.
📍 Bimingham, Tues 12th May: Book now
📍 Reading, Wed 13th May: Book now
📍 Newcastle, Tues 19th May: Book now
📍 Glasgow, Wed 20th May: Book now
📍 Warrington, Thurs 21st May: Book now
Tickets are free. Register now!
Aspen helps advisers deliver exceptional investment management experience to their clients. We run a range of managed portfolios (MPS), complemented by a curated list of satellite portfolios, enabling advisers to gain exposure for clients to specific themes. Meet our expert team at cities around the UK during GROW on Tour!
Andrew founded Aspen in 2019, to help drive the wealth management industry forward. They are now one of the fastest growing providers of managed portfolios.
