An evening with Marloo, Fundment and Aspen: The New Era of Financial Planning
The New Era of Financial Planning, 17 September, 5:00pm to 7:30pm
An evening hosted by Aspen, Fundment and Marloo.
If you were designing your financial planning firm from scratch today, how would you build it? Come and answer it with us over drinks.
Our guest is Lauren Turner, Head of Financial Planning at TFP, who went from administrator to heading up financial planning at TFP in under four years. Over 45 minutes we will cover what is broken in the industry today, what a modern planning business looks like instead, and how you bring a team and a client bank with you through change.
5:00pm Arrival and welcome
5:15pm Fireside chat with Lauren Turner
6:00pm Networking drinks
For planners and business owners either evolving their firm now or recently through it. Limited to 40 places, drinks and light bites throughout.