This week I’m excited to introduce you to Victoria Hicks, founder of The Exit Partnership, a leading M&A firm specialising in assisting owners of financial planning firms. Victoria is a recognised authority in the field of financial planning, mergers and acquisitions with over 15 years of experience advising private clients and business owners.
At the IFW Conference, Victoria will be leading the breakout discussion:
‘Looking at 2030: What does financial wellbeing look like for your clients?’
Book your ticket for the IFW Conference.
Victoria is renowned for fostering a focus on financial wellbeing, ensuring that audiences gain actionable insights for their own journeys, so you know you’ll gain lots of valuable takeaways from her session at the IFW Conference.
These are the key learning points you can expect from Victoria:
- Understanding the impact of future demographic shifts
- Addressing the impact of advising across generations in an ageing population
- Considering how needs and preferences will evolve requiring tailored and innovative approaches to discussing wealth, preservation and intergenerational wealth transfer.
Watch a short video (under two minutes) from Victori by clicking here or on the image above.
The IFW Conference is on Tuesday 21st May 2024, with a relaxed social event on the evening before. It takes place at the Windmill Village Hotel Golf Club and Spa near Coventry.
Book your overnight accommodation directly with the hotel. Just mention that you’re attending the IFW Conference.
