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Spotlight Session: Notes from a crisis

What have we learnt about changing client needs and how should we adapt to add value for the long-term?

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Charles Stanley Radio

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John Porteous, Charles Stanley’s Group Head of Distribution, and Heather Hopkins, founder and Managing Director of Next Wealth, share their immediate learnings from this crisis, drawing on the experience of Charles Stanley’s own investment managers and NextWealth’s access to insights and trends.

Key learning outcomes include:

  • The importance of technology during the current crisis
  • What will the future look like for business?
  • How the pandemic helping to engage the next generation


If you are a Financial Adviser and would like to receive a CPD certificate for this podcast, please email a short (50 words) reflection of this episode to [email protected]


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