Team News: Some valuable thinking time
Published on June 24, 2021 by Blackstone
In June, Gareth spent an amazing two days in Cheltenham with his Study group, sharing ideas, best practice tips and views on the changing landscape of delivering advice to clients.
This is the first one they been able to do in what feels like forever.
“I forgot how much I’d missed sitting down once a quarter with some of the most switched on financial planners in the country, to work on our business and client experiences instead of in our businesses”.