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Event Date |
Sun Jun 8 BST (in 26 days)
In your timezone (EDT): Sat Jun 7 7:00pm - Sat Jun 7 7:00pm |
Location |
The Park Royal
The Park Royal, Stretton, Warrington, WA4 4NS |
Region | EMEA |
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 2022 event 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:
For advisers, paraplanners:
• Identify the key characteristics of a high performing team
• Explain the important areas within the incoming Consumer Duty rules
• Define the root causes of delays in platform transfer times and how these are being overcome
For business owners and senior managers:
• Summarise in detail what you can do to properly position yourself, your team, and your business to address the future of Advice, Growth, and Work.
• Describe the practical application of The Consumer Duty within a Distributor's business model
• Explain the range of options available to owners of advice businesses on retirement
Who Should Attend?
Professional Adviser welcomes delegates with the following job titles:
• Administrators
• Advisers
• CEOs of Financial Adviser Companies
• Chair Person
• Financial Planners
• Independent Financial Advisers
• Investment Advisers
• Investment Managers
• Managing Directors
• Office Managers
• Paraplanners
• Wealth Managers
• Heads of Departments
2025 Speakers
Tom Ellis
Editor, Professional Adviser
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 FE CashCalc, FE fundinfo
Keith Hare
Corporate Development Director, Benchmark Capital
2025 Sponsors
• Albemarle Street Partners
• Benchmark Capital
• FE fundinfo
• Fundment
• Goldman Sachs
• IRESS
• SimplyBiz