Smarter Business Roadshow 2022 - Harrogate | Incisive Media | 6 June 2022 | Rudding Park Hotel and Spa, Rudding Ln, Follifoot, Harrogate HG3 1JH, UK

Financial advisers are experts at helping clients plan for their future, reduce risk, and maximise their savings and growth potential. But in doing such a fantastic job for their clients they often can pay less attention to maximising the potential and efficiency of their own businesses. Uncertain markets, client engagement challenges, staff retention strategies, and rapidly developing technologies - there are many issues advisers need to contend with, plenty of which can be used to their advantage.

This roadshow will look to address key themes for financial advice firms and help business leaders make the most of all the opportunities available to them. This roadshow reflects Professional Adviser’s efforts to better inform and help financial advisers run businesses more efficiently, sustainably, and profitably, as our rebrand set out to do last year. Speakers from a range of companies will address key topics such as: intergenerational advice, succession planning for advisers, outsourcing, compliance and staff and client engagement.

Visiting five hubs around England, the Smarter Business Roadshow 2022 will look to provide financial advisers with insight and ideas to help them develop their firms to become more efficient and profitable.

Event learning objectives:
• To improve delegate understanding of the key issues and trends in the financial advice business.
• To network and develop relationships with peers in the industry.
• To participate in Q&A sessions with industry experts and other financial services professionals.

Who Should Attend?
Professional Adviser welcomes delegates with the following job titles:
• Advisers.
• Independent Financial Advisers.
• Investment Advisers.
• Investment Managers.
• Financial Planners.
• Wealth Managers.
• Directors/CEOs of Financial Adviser Companies.

2022 Speakers

Tom Ellis
Editor
Professional Advisor

Karl Dines
Head of Business Consultancy
SimplyBiz

Vincent Tiseo
Managing Director - Global Head of Business Strategy
Goldman Sachs Asset Management

Charlie Parker
Managing Director
Albemarle Street Partners

Ola Abdul
CEO
Fundment

Steve D'Souza
Head of Business Development
IRESS

Ray Adams
Chartered Financial Planner & Founder of CashCalc
FE fundinfo

Keith Hare
Corporate Development Director
Benchmark Capital

Keith Hare
Corporate Development Director
Benchmark Capital

2022 Sponsors

• Albemarle
• Benchmark Capital
• FE Fundinfo
• Fundment
• GoldmanSachs
• Iress
• SimplyBiz