Our CEO is well known for his continuing involvement with the financial planning sector and this extends outside of Octo. He is hosting the #advisertechlive virtual event on the 6th, 7th, and 8th of October with the subject matter being around differentiation. He will be introducing a number of guest speakers bringing their expertise and insights to the sessions.
He is also hosting Steam 1 at the annual PA360 Adviser Event at The Brewery in London. Stream deals with ‘You and your clients’ and is specifically aimed at helping advisers address the many issues they face whilst serving their clients.