How can financial planners retain wealth across their baby boomer clients and their children? Chris Davies carried out some research to find out.

Chris is managing director of Engage Insight, a compliance and strategic development consultancy focused on professional and financial services firms.

He is the author of Winning Client Trust, and has also designed Model Office, a fintech and regtech compliance and business development platform. 

He is also behind a number of business and learning and development programmes that enable firms to express their services and fees clearly, and to adapt to regulatory change.