Knowledge

Book of Stories 2.0

Our Book of Stories 2.0 white paper will help you, understand different attitudes and behaviours toward money, deliver value to the next generation and optimise your business for successful intergenerational planning.

Extending financial planning to the next generation

Developed in partnership with research consultant, Platforum, Book of Stories 2.0 provides practical tools and insight to a range of attitudes, behaviours and concepts that will help you advise your clients and future-proof your business through successful intergenerational planning.

Get 2 hours structured CPD 

In order to claim your CPD please complete the short questionnaire after you have downloaded the paper, you will need 75% in order to receive your certificate. The survey can be completed multiple times.

Arrange a meeting

Get in touch to discuss the topics of this white paper further or to discuss our investment services.

Download your free copy

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.

Download your free copy

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.