Your first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly?

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 1 macroeconomic overview followed by an asset class review and ebi portfolio update.

Join us for this exclusive webinar with Chris Budd to explore the key sources of wellbeing, the role of money in life satisfaction, and how to integrate wellbeing into financial planning. Plus, gain essential skills to help clients uncover their deeper goals.

Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Discover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 2 macroeconomic overview followed by an asset class review and ebi portfolio update.

Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.

The FCA’s mandatory information request, issued on 1 July, DEADLINE is a key part of its strategy to monitor consumer outcomes and as part of an adviser's Consumer Duty regulatory obligations.

Join ebi and Mel Holman of Compliance and Training Solutions as we share practical guidance to help advisers and intermediaries respond confidently, clearly, and on time.

Join us for this webinar where Business Development Manager Tom Ranft and Head of Investment Jonathan Griffiths will provide an overview of the different approaches to portfolio rebalancing, and the results of ebi's long-term rebalancing data study.

Jonathan Griffiths CFA and Tom Ranft at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi's Quarter Three 2025 Update.

Join us for our Fund of Funds webinar, where ebi's Head of Investment Jonathan Griffiths will introduce ebi's new Global Factor funds.

Join us for our cryptocurrency webinar, where ebi's Head of Investment Jonathan Griffiths will provide an update on the FCA's recent lifting of its ban on crypto exchange-traded notes (cETNs), and the impact of this on the UK investment industry.