Join our Club where networking works
The Complete Private Client Practitioner Accreditation is your entry into our exclusive club of private client professionals where networking works.
As a member of our CPCP Club, you will meet like-minded professionals who you can add to your target network. You can listen to the podcasts of our award-winning professionals on our popular ‘How to Keep Your Money’ series on Apple iTunes and Spotify and the case study recordings on our private members platform. If you want to connect with a professional, swipe right, start a conversation, and invite them to listen to your podcast or case study recordings.
Podcast of the Week
Charlotte Thorne of CapGen Partners.
In this week’s podcast, Caroline talks to Charlotte Thorne, a founding partner of CapGen Partners. Charlotte focuses on maintaining the excellence of the firm’s external interactions with clients, regulators and providers.
Charlotte runs the firm's mechanics and oversees the take on of and marrying client needs to service delivery. Listen to find out more about the interesting work CapGen Partners are doing.