Programme - Day 1 

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Registration & networking
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Conference opens with Editor's remarks
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Thriving in the digital age

In today's rapidly evolving financial landscape, technology plays an increasingly integral role in the success and sustainability of financial planning businesses. This conference session delves into the strategies, tools, and best practices for building tech-enabled financial planning businesses that will thrive in the digital age.

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Consumer Duty - One year on

As the financial advisory landscape continues to evolve, the implementation of the Consumer Duty regulation has ushered in a new era of client-centricity and transparency. This conference session offers financial advisers an in-depth exploration of the implications of Consumer Duty one year into its enforcement, equipping them with the knowledge and strategies needed to navigate regulatory requirements and meet evolving client expectations effectively.

Speaker
General Counsel and Chief Risk Officer
Sesame Bankhall Group (SBG)
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Coffee & networking
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Workshops

Attend eight different 30 minute boardroom sessions over the two days of the conference with leading players including Atlantic House, Baillie Gifford, Benchmark CapitalOrbis Investments and Quilter Investors.

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Lunch
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Workshops

Attend eight different 30 minute boardroom sessions over the two days of the conference with leading players including Atlantic House, Baillie Gifford, Benchmark Capital, Orbis Investments and Quilter Investors.

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Making your business attractive to buyers

The dynamics around selling a business have changed with the higher cost of borrowing – so how does this impact your plans to sell and what are the options? How do you get your business in the best shape that it can be to maximise value? What are buyers looking for? What happens after the acquisition and how do you manage the impact on staff and customers?

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Time at leisure
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Pre-dinner drinks & networking

Come and join us from six thirty onwards for drinks and networking.

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Hosted dinner
Networking

Programme - Day 2 

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Conference opens with Editor's remarks
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Supercharging business growth

Guiding you through the approaches to operational excellence in your financial planning business and exploring what best practice looks like to supercharge your people, processes and policies. 

Speaker
Founder & CEO
Standards International
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Leveraging behavioural science to enhance financial advising strategies

Understanding human behaviour is key to providing effective guidance and achieving positive outcomes for clients. This conference session delves into the principles of behavioural science and explores how financial advisers can leverage these insights to better understand client behaviour, ultimately improving financial decision-making and outcomes for clients.

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Coffee & networking
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Workshops

Attend eight different 30 minute boardroom sessions over the two days of the conference with Atlantic House, Baillie Gifford, Benchmark CapitalOrbis Investments and Quilter Investors.

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Cultivating cultural excellence in your business

In the competitive landscape of financial advising, a high-performing culture is the cornerstone of success, driving productivity, innovation, and client satisfaction. This session delves into the strategies and best practices for cultivating a culture of excellence within financial adviser businesses, empowering attendees to foster an environment where teams thrive and deliver exceptional results.

  • Defining high performance and why it is important in a financial adviser business
  • Identifying key metrics of culture and indicators of success
  • Exploring the relationship between high performance and client satisfaction
  • Benchmarking of real world examples
Speaker
Founder
Antony George
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Conference summary
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Lunch
Close of PA Retreat