EATT 2025 Plenary Session #3 – What does the adviser firm of the future look like?
What is EATT?
Speakers
Jason Green
CFO – FTRC
Nick Raine
CEO- Soderberg (UK)
Sarah Roughsedge
Founder – Eva Wealth Management for Women
Alan Smith
CEO – Capital Asset Management
Learning Objectives
- What do successful advice firms in 2025 need to do to be equally successful in 2030?
- What new types of advice firms will emerge by 2030 and what will they do that will be different?
