Master guaranteed income and blending solutions
30 minute blending bootcamp
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Supercharge your retirement planning skills
In this 30 minute CPD power session you will find, out how:
- To innovate your advice offering through blending guarantees and growth solutions.
- To discover how sequencing could be safest when advising your clients.
- To get under the bonnet of changing client psychology.
- Which practical solutions that will help you to achieve the best outcome for your client and also meet regulatory requirements.
Learning Resources
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Meet James Brown, our example (fictitious client), click below to download the EVPro Client Report.
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Understand the theory behind blending strategies in webinar - 'Dear CEO: How to make a good retirement great' (1hr)
Meet the speakers
Rowan Higgs, Lead Financial Planner
Rowan Higgs, a Chartered Financial Planner with over 11 years experience in providing holistic financial advice, has recently taken on the role of Lead Financial Adviser at One Financial Adviser, an EV company.
Rowan's extensive experience includes serving as Chair of the investments committee at Century Financial Planning, where he made a significant impact in the financial services industry. Now part of EV’s digital hybrid advice offering, Rowan brings his unique insights and expertise to address the challenges faced by advisers in the evolving financial landscape.
Yannis Katsis, Business Development Director
Yannis has 20 years’ worth of experience in business development and marketing across the UK investment management and financial advice industry. He has experience as both a financial adviser and senior manager and partner within two LLPs.
Working with multiple boutiques during his career, Yannis has gained valuable insight into various investment strategies and asset classes, including traditional equity, bond and alternatives funds and hedge fund strategies.
Yannis has helped many firms consider new ways of diversifying their portfolios, helping to provide better outcomes for their investors. He also has particular expertise in the growing area of decumulation investment management and advice.
David McDonald, Business Development Manager
David brings extensive experience from his work in actuarial and product teams at EV. He's recently transitioned to a senior role in the business development team, allowing him to share his wealth of knowledge in financial planning tools more broadly.
With over a decade of experience, David has helped advice firms of all sizes integrate award winning financial planning tools into their technology stacks. He has played a key role in supporting more than thirty firms in their transition to EVPro (EV's end-to-end financial planning solution).
Enterprise-grade advisory technology
Built for scalability, designed for integration, engineered for compliance
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