As a financial advisor, staying ahead of the curve in today’s fast-paced investment landscape is crucial for delivering the best value to my clients. That’s why I’m excited to be attending the Cogence Summit 2024 tomorrow, where industry leaders like Larry Fink (CEO of BlackRock), Adrian Gore (Founder of Discovery), and Kenny Rabson (CEO of Discovery Invest) will share insights on the future of investments, global economic trends, and strategies to navigate longevity and shifting geopolitical climates.
Events like these are more than just learning opportunities—they equip me with the latest thinking, tools, and strategies to guide my clients through the ever-evolving world of finance. From addressing the longevity conundrum to leveraging innovative technology, the knowledge gained here will be directly translated into my clients’ portfolios, ensuring they remain positioned for growth and security.
I’m looking forward to sharing key takeaways from the Summit and implementing them to help my clients make smarter financial decisions, especially in this dynamic economic environment.
#CogenceSummit2024 #FinancialAdvisory #Investments #ClientGrowth #Leadership
It’s been a busy and exciting time at Cogence! As the team gears up for the first Cogence Summit this week, I find myself reflecting on the journey we have taken over the last year.
The Summit represents a moment for us to pause and reflect on the biggest challenges facing the investment industry today, including longevity, geopolitical shifts, and the role of technology.
I’m looking forward to hearing from thought leaders like BlackRock CEO Larry Fink and Discovery Founder Adrian Gore, whose global perspectives couldn’t be more relevant at this time. Bringing it closer to home, we have captains of industry sharing their strategies to drive growth amid South Africa’s shifting political and economic landscape.
A highlight for me will be welcoming BlackRock on stage to share the trends shaping the global wealth market, macro-economic insights, and practical tools for approaching the psychology of investing. I’m also particularly excited to hear from Discovery Invest CEO Kenny Rabson on the critical role of the adviser in addressing the longevity conundrum where clients are outliving their savings.
While this is a closed event, the discussions we’ll have will undoubtedly shape the conversations within our industry going forward. Stay tuned to the Cogence page where we’ll share some key highlights from the Summit.
I’m proud of what we’ve built and am eager to see the insights that will emerge from the Cogence Summit.
#CogenceSummit2024 #Cogence #CogenceDFM #Investments #Leadership
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