Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice

Update: 2022-04-29

Description

In the first episode for Lifespan Live season three, Lifespan Financial Planning General and Compliance Manager Eugene Serravalle, is joined by Pierre Moussa, Senior Compliance and Assurance Specialist to discuss the various ways that plan vetting can benefit both advisers and their clients.

Comments

In Channel

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Lifespan Live Season 3 Episode 2 - Avatars in action - Helping advisers engage with their preferred clients

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Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice

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Lifespan Live Season 2 Episode 2 - Building a thriving financial advice business of the future

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Lifespan Live Season 1 Episode 7 - Advice industry challenges and opportunities for 2021

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Lifespan Live Season 1 Episode 6 - 25 years of Lifespan

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Lifespan Live Season 1 Episode 5 - Supporting Advisers

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Lifespan Live Season 1 Episode 4 - Managed Accounts

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Lifespan Live Season 1 Episode 3 - Succession Planning

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Lifespan Live Season 1 Episode 2 - Advice RegTech

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Lifespan Live Season 1 Episode 1 - The Pros and Cons of Self-Licensing

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Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice

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Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice

Eugene Ardino

Lifespan Live Season 3 Episode 1 - Using vetting to drive quality advice