Building Trust and Long-Term Value: How advisers can find the right balance in their clients’ investment journey

Volatility is normal but can be a barrier for investors who chase "yesterday’s winners. The challenge is educating them about long-term investing and managing the opportunity cost of short-term views.  Join us as we discuss how advisers can help to guide clients through volatility with a view to more longer-term thinking in today’s investment landscape.  Join Simon Evan-Cook, Fund Manager of MTGS Fox Funds, and Financial Planner Naomi Dickenson, as they discuss this, and much more:   • The value of true diversification and what it really means for today’s portfolios.  • Active vs passive management: When and why active management delivers value.  • How to navigate volatility and manage client expectations in challenging markets.  • The importance of understanding your clients’ “why” to create tailored, impactful investment solutions.  • Why simplicity and transparency are critical for client trust and portfolio success. Capital at risk.