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SUMMARY:The Great Wealth Transfer with Vanguard
DESCRIPTION:The Great Wealth Transfer with Vanguard\n\n\n\nJoin 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. \n\n\n\nLearning Objectives: \n\n\n\n1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally \n\n\n\n2. Gain ideas on how to approach the topic of legacy in client conversations \n\n\n\n3. Develop a framework for how to approach the Great Wealth Transfer with your clients \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\nSebastian Lewis Senior Strategist\, Advisory Research Centre\, Vanguard\n\n\n\nSebastian Lewis\, CFA\, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers\, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024. \n\n\n\n\n\n\n\nKeaton Jones\, Business Development Manager\n\n\n\nKeaton is a Business Development Manager within ebi. Joining in 2022\, his main responsibilities include introducing new firms to ebi’s model portfolio suite and advisory technology\, maintaining current client relationships and providing training sessions to keep users up to date with the evolution of the proposition. Keaton holds a 1st class BA in Financial Management as well as the CISI Level 4 Diploma in Investment Advice.
URL:https://ebi.co.uk/events/the-great-wealth-transfer-with-vanguard/
LOCATION:Online
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SUMMARY:Communicate Like A Comic
DESCRIPTION:Communicate Like A Comic – with Sam Carrington\n\n\n\nDiscover 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. \n\n\n\nLearning Objectives: \n\n\n\n1. Mentally prepare to deliver with clarity\, confidence\, and control.2. Manage nerves using techniques borrowed from professional performers.3. Read the room and adapt your delivery to maximise engagement.4. Use body language and stagecraft to communicate authority and trust.5. Bounce back from mistakes and assess your performance to keep improving. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nSam Carrington – Founder of Smirk Experience\n\n\n\nSam Carrington began in comedy 15 years ago. To date he’s done around a 1\,000 gigs around the world including 3 runs at the Edinburgh Fringe.When he began this journey he was a Sales Controller at ITV. Certain parts of his day job began getting easier and easier\, due to the tips\, tricks\, techniques and mindsets he was learning from the world of comedy. \n\n\n\n\n\n\n\nAshley Owen – Head of Business Development at ebi\n\n\n\nAshley Owen is Head of Business Development at ebi Portfolios. Joining in 2020\, Ashley is the main point of contact for any new adviser enquiries\, introducing ebi and presenting the solutions offered.Ashley has a background in investments and wealth management\, both in the Channel Islands and London\, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m\, over seeing DFM operations\, conducting fund due diligence and maintaining client relationships.Ashley previously worked at AES International\, covering positions of Head of Investment Strategies\, helping centralise their investment proposition\, and as Associate Director\, coaching advisers on building their business.
URL:https://ebi.co.uk/events/communicate-like-a-comic/
LOCATION:Online
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