Turo blog

Hybrid advice models – Wealth Wizard’s head of advice to talk at LIBF webinar

September 9, 2021

Nick Hall, Head of Advice, Wealth Wizards will be discussing the highly topical subject; 'Hybrid Advice - will it become the future for advice in the UK?' at the London Institute of Banking & Finance webinar on 29 September at 13.00.

Nick Hall, Head of Advice, Wealth Wizards will be discussing the highly topical subject; Hybrid Advice - will it become the future for advice in the UK? – at the London Institute of Banking & Finance webinar on 29 September at 13.00. The webinar, which is free to attend, will also discuss the impact of the Covid-19 pandemic on the way advisers advise and work with clients.

Nick Hall, Head of Advice, Wealth Wizards will be discussing the highly topical subject; Hybrid Advice - will it become the future for advice in the UK? – at the London Institute of Banking & Finance webinar on 29 September at 13.00. The webinar, which is free to attend, will also discuss the impact of the Covid-19 pandemic on the way advisers advise and work with clients.

The webinar, which is free to attend, will discuss the impact of the Covid-19 pandemic on the way advisers advise and work with clients, as well as the acceleration of the use of technology, which has seen an increase in the use of hybrid advice models, bringing together the best of human and digital capabilities. The big question is, are hybrid advice models the future of providing advice to clients? If so, what will be the benefits, opportunities and challenges that will need to be considered?

Nick is one of three speakers at the event, which will also include David Ellis, Head of Strategic Partnerships, Royal London Group and Sam Turner, Consultant, Altus.

The webinar will explore what Royal London is undertaking to help advisers adopt hybrid advice models followed by the panel answering some key questions on how and why hybrid advice is likely to become the predominant advice model in the UK in the future. 

Nick Hall has over 25 years in senior advisory and management roles in financial planning, Nick’s experience spans five major bank and building society advice models.

As an experienced leader in designing and implementing new propositions and platforms, including automated advice solutions, Nick has led teams delivering auto investment advice and was also instrumental in scoping and delivering an automated ISA journey into L&G. Nick has designed and delivered to large audiences, IHT and pension seminars focused on tax savings and increased income, through a market leading proposition with Nationwide Building Society.

In his current role as Head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards Benefits’ own advice permissions and also via the white label solution with our partner wealth firm. Nick is focused on developing advice expertise within the business to ensure Wealth Wizards’ policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients.

Nick is a Chartered Fellow of The London Institute of Banking 7 Finance and Investment Expert with IMC. 

To book your FREE place on the webinar please visit the LIBF registration page

If you would like to talk with Nick about hybrid advice or the use of automation and digitalisation within the financial advice market, please email nick.hall@wealthwizards.com

 

Written by
Wealth Wizards

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