Virtual Event

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Event Date Thu Dec 3 GMT (about 1 year ago)
In your timezone (EST): Thu Dec 3 3:00am - Thu Dec 3 12:00pm
Location Virtual Event
Region EMEA

FTAdviser is proud to present our inaugural Smarter Business Summit. This half day virtual event is focused on equipping financial advisers with the latest skills, practices and insights needed to build a resilient and successful advisory business for the long term. The challenges posed by COVID-19 this year have made the likes of contingency planning, digital development and communication more important than ever for advisers. The summit will offer a unique opportunity for advisers to hear from industry leaders and draw lessons from out-of-industry pioneers - in order to reflect on how traditional advisory services can innovate in a new age of disruption.

This year, the Summit will be divided into three key themes:
Business sustainability
Digital integration
Attracting the next generation of clients


2020 Speakers


Dan Jones
Editor-in-Chief, FTAdviser and Financial Adviser

Phil Bray
Founder & Director, The Yardstick Agency

John Porteous
Group Head of Distribution, Charles Stanley

Jane Portas
Co-founder, Insuring Women's Futures

Wanda Goldwag
Chair, Financial Services Consumer Panel

Giles Dunning
Partner and M&A Financial Services Specialist, Stephens Scown LLP

Daniel Marsh
Head of Ecosystem, Seccl

Benjamin Spratt
Mergers and Acquisitions Director, Retiring IFA

Sponsors & Partners

2020 Sponsors and Partners

•Charles Stanley

•Dynamic Planner