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Join us for an engaging discussion on the future of wealth management, where Barney Haywood, Co-founder of Futureform, will be in conversation with Iwan Schafthuizen, Partner and MD Business Development, Goal-Based Planning at Ortec Finance. Together, they will explore the intersection of goal-based financial planning and the new consumer duty regulations, highlighting how these factors are shaping more customer-centric, compliant, and effective wealth management strategies.
Gain insights into how wealth managers can align client goals with regulatory obligations while delivering superior financial outcomes. Whether you are a financial advisor, wealth manager, or industry professional, this webinar will equip you with actionable strategies for navigating the future of wealth management.
Speakers
Barney Haywood – Co-Founder, Futureform
Barney never intended for CRM to become his career, but nearly two decades later here he is as the co-founder of Futureform. After working with Siebel for a few years, his head was turned by Salesforce, and once his eyes were opened to the capability of the platform there was no turning back. He has been a Salesforce consultant in the UK and US, working with many of the largest and smallest Wealth Managers, Asset Managers, and Private Equity firms. As Futureform grows, Barney is excited about building a motivated and enthused team to help our customers on their Salesforce journeys.
Iwan Schafthuizen – Partner and MD Business Development, Goal-Based Planning, Ortec Finance
Bio TBA