Tony Vikram, Principal Financial Adviser, Affinity Privat...

What this episode covers

Lessons from the BT US study tour In this podcast, Tony Vikram, Principal Financial Adviser, Affinity Private Advisors, talks about his favourite session by Invesco to help improve client conversations about goals and values. Disclaimer: The content of these podcasts are the thoughts and opinions of the speakers only. BT accepts no responsibility for the accuracy or completeness of this material.

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Frequently Asked Questions

How long is this episode of BT Academy?

This episode is 2 minutes long.

When was this BT Academy episode published?

This episode was published on March 8, 2023.

What is this episode about?

Lessons from the BT US study tour In this podcast, Tony Vikram, Principal Financial Adviser, Affinity Private Advisors, talks about his favourite session by Invesco to help improve client conversations about goals and values. Disclaimer: The...

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