It has been a few weeks since we gathered at Cazenove Capital for our Good Money Investing event to celebrate Good Money Week. While the calendar pages have turned since October 6th, the conversations from that evening have stayed with me, simmering and settling.
Stepping into the beautiful St George’s in Bristol for GoodStock.Live, you could feel a unique energy. The room was filled with financial advisors and planners, all gathered to redesign the conversation around finance. As one of the "clients" in the room, it was a powerful experience to witness the industry talking candidly about how it needs to change.