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WHAT IT TAKES TO BE SUCCESSFUL IN INTERESTING TIMES

It is simultaneously the best time and the worst time to be a financial adviser in light of unprecedented customer demand for services and policy uncertainty. CoreData founder Andrew Inwood considers what it takes to be a successful adviser and business owner in the prevailing environment drawing on three interactive case studies.

SPEAKERS:
Andrew Inwood, founder, CoreData
MODERATOR: Matthew Smith, director of retail content, Conexus Financial

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