Financial Liverpool Christmas - Mitigating Risk: How to successfully grow, scale and manage a financial planning business

Join Financial Liverpool for an engaging and interactive session designed to bring together financial planning professionals who want to connect, collaborate, and tackle the challenges of today’s ever-changing environment.

Whether you’re a sole practitioner, growing your business from the ground up, or part of a large, dynamic firm, understanding how to identify and mitigate risk is essential to long-term success.

Through this session you will:

· Develop your understanding of the risk that the behaivour of individuals or teams could pose for you organisation and what to do about it;

· Gain practical ideas about how to operate more effectively as a sole trader;

· Get tips from experienced professionals to help you lead your team more effectively;

· Takeaway advice about how to scale and grow your business whilst managing risk.

Following the session, we invite you to join us at 5pm for festive refreshments at Ma Boyles, Tower Gardens, where members can continue discussions in a relaxed and convivial setting.

We would like to extend our sincere thanks to our sponsors — Rathbones, Vanguard, and the Personal Finance Society — for their valued support in making this event possible.

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