Smarter Business Roadshow 2022 - London | Incisive Media | 15 June 2022 | One Whitehall Place, 1 Whitehall Pl, London SW1A 2HE, 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

CHAIR:

Tom Ellis
Editor, Professional Adviser

SPEAKERS:

Karl Dines
Head of Business Consultancy, SimplyBiz

Steven Weill
Vice President - Senior Strategist, Goldman Sachs Asset Management

Ola Abdul
CEO, Fundment

Steve D'Souza
Head of Business Development, IRESS

Ray Adam
Chartered Financial Planner & Founder of FE CashCalc, FE fundinfo

Lucy Grier
Senior Acquisitions Consultant, Benchmark Capital

2022 Sponsors

• Benchmark Capital
• Fundment
• Goldman Sachs
• SimplyBiz