Events

How to build a CIP with Debbie and Keaton from ebi, plus Sian Davies Cole from Plan Works

Ashley Owen and Jonathan Griffiths, CFA, introduce ebi's new Cash Plus portfolio and how it fits into its product range.

Debbie will discuss the FCA’s upcoming ‘Greenwashing’ regulations with Rebecca Kowalski of Overstory Finance and Alan Whittle of Unburdened Solutions.

ebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement.

ebi Quarter Two 2024 Update with Jonathan Griffiths, CFA of ebi

ebi’s James Fouche takes a broad look at ebi’s multi-award-winning technology stack, and how it’s been designed and built around facilitating client engagement.

Jonathan Griffiths CFA and James Fouche at ebi will provide a quarter 3 macroeconomic overview followed by an asset class review and ebi portfolio update.

Jonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 4 macroeconomic overview followed by an asset class review and ebi portfolio update.

The rapid rise of AI-driven innovation has reshaped markets, but with it comes significant volatility. How can investors navigate these turbulent waters without getting caught in the extremes of active vs passive investing.

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.