The strive for excellence is real and a standard that many set for themselves and for others.

Michelle will share her extensive experiences to help you to realise that, in order to achieve your true potential, both personally and professionally, you need to turn your attention to the most important thing of all – your business.

Without a solid and scalable structure, growth and success will be limited, almost to the point of strangulation. She will enlighten the audience with an insight into several tried, tested and successfully proven concepts.

Michelle will take you on a journey through the key elements that will help you achieve your truest potential.

Cogs and wheels, engines and thought processes, they interact and affect each other. In the recent update publication from the Regulator on Price and Value (September 2024) it was stated

“ It is important not to consider the price and value outcome in isolation. It should be considered alongside the other outcomes and cross-cutting obligations under the Consumer Duty”

How can a firm connect up charging structures, CIPs, CRPs, platform delivery, investments strategies, and PROD in an easy way and be able to use this productively within their business?

These interactions can be complex, there’s a lot of moving parts, for instance how does your choice of investment selection affect aggregate charging, and does this charge therefore represent fair value, if it does how do you consider the most appropriate financial instruments to use with your selected target market and what tools do you used to make that choice and are they fully researched with adequate due diligence?

Then there are the new innovated solutions that address issues such as the advice gap and intergenerational wealth. How do you build that into a proposition?

How do you align acquisitions into your business to ensure unity?

And how can you easily and effectively convey that to interested third parties, such as the regulator?

But that’s only one aspect, more importantly how can you harness it, so it becomes a valuable business tool and not just a regulatory exercise. This is The Everything Model.

In this session we will explore the issues in such as complex area and what the Model could look like, you’re all individual so each Model will be unique to you. The session will provide you with useful pointers and a basic framework to get you building your Model if you choose to do so.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Orbis Investments, Quilter and Morningstar.

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Orbis Investments, Quilter and Morningstar.

Join our business leaders as we explore the complexities of equipping and future-proofing a thriving financial advice practice.

• Attracting and retaining talent: Exploring strategies to attract the best talent and retain them in a competitive market.
• Engaging with the next generation of clients: Learn how to connect with and meet the expectations of younger clients.
• Selecting, integrating, and keeping up with technological advancements: Discover how to choose and implement the right technologies to stay ahead.
• Ensuring compliance in an ever-changing regulatory landscape: Understand how to remain compliant and thrive amidst evolving regulations.

Social Media is an ever growing business hygiene, regardless of your business discipline or tenure, clients are migrating towards these platforms to seek validity of experience and gain knowledge.

This session is designed to help understand the business case for social media, identify key elements of an effective social media strategy, understanding of compliance and regulatory considerations for content and provide real life examples of what is and can be used. 

Attend 35 minute boardroom sessions over the two days of the conference with leading players including Albemarle Street Partners, Benchmark Capital, Orbis Investments, Quilter and Morningstar.