Mental Health and the Financial Advice Relationship - 18 November 2020

Host group
Host Left
Hosted by
STEP Web Events
Event Type
Web Event
Date

Mental health has become a matter of increasing public concern worldwide. In Canada, by age 40, half of the population will have, or will have had, a mental illness. How do you, as an advisor, detect a crisis early on when managing your client relationships? Using insights gained from research, advisor interviews and mental health expertise, this presentation will give an overview of the current mental health landscape and its impact on investors, providing advisors with a suite of educational tools and real life scenarios that you can apply with your clients who may be experiencing mental health issues. 

Part of the Thought Leadership Series of webinars which will provide virtual access to the most topical content from the STEP Global Congress 2020 programme.

Speakers 

Moderator:

  • Mark Dunkley TEP, Shakespeare Martineau LLP, UK

Panel: 

  • Carol Lynde, Bridgehouse Asset Managers, Canada
  • Adam Wiseman, Bridgehouse Asset Managers Advisory Panel, Canada

Speaker biographies

 #STEPThoughtLeadership

Thank you to our sponsor

Cost group
Event Cost
Member £48
Non-Member £60
*Prices include VAT that is chargeable to all delegates
Schedule
16.30 – 17.30 GMT
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 Hour
Contact
STEP Web Events
WebEvents@step.org
Add to Calendar 2020-11-18 00:00:00 2020-11-18 00:00:00 Mental Health and the Financial Advice Relationship - 18 November 2020 Mental health has become a matter of increasing public concern worldwide. In Canada, by age 40, half of the population will have, or will have had, a mental illness. How do you, as an advisor, detect a crisis early on when managing your client relationships? Using insights gained from research, advisor interviews and mental health expertise, this presentation will give an overview of the current mental health landscape and its impact on investors, providing advisors with a suite of educational tools and real life scenarios that you can apply with your clients who may be experiencing mental health issues.  Part of the Thought Leadership Series of webinars which will provide virtual access to the most topical content from the STEP Global Congress 2020 programme.Speakers Moderator: Mark Dunkley TEP, Shakespeare Martineau LLP, UK Panel:  Carol Lynde, Bridgehouse Asset Managers, Canada Adam Wiseman, Bridgehouse Asset Managers Advisory Panel, Canada Speaker biographies  #STEPThoughtLeadership Thank you to our sponsor STEP Web Events STEP Web Events Europe/London public