Welcome to the Smarter Business Roadshow 2022

7th - 16th June 2022

Harrogate | Warrington | Birmingham | Bristol | London

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.

The Smarter Business 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.

Dates and cities we will be attending:

Harrogate – Tuesday 7th June
Warrington – Wednesday 8th June
Birmingham – Thursday 9th June
Bristol – Wednesday 15th June
London – Thursday 16th June

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

This event is CPD Accredited.

Time until the event


      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

      For sponsorship queries, contact:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For sponsorship queries (Life COs), contact:
      Kim Harris
      Business Development Manager in Event Sponsorship Sales
      0207 484 9786
      For registration queries, contact:
      Aaron Nursimooloo
      Senior Delegate Research & Recruitment Executive
      020 7484 9777
      For marketing queries, contact:
      Lucas Citron
      Senior Marketing Executive
      020 7484 9864

      This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)