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Finance

FTAdviser Smarter Business Summit

London, Birmingham |
Speakers include:
Simoney  Kyriakou

Simoney Kyriakou

Financial Adviser

Damian  Fantato

Damian Fantato

FTAdviser

Overview

FTAdviser is proud to present our inaugural Smarter Business Summit. This full-day event is focused on equipping financial advisers with the latest skills, practices and insights needed to build a resilient and successful advisory business for the long term. The summit will offer a unique opportunity for advisers to hear from industry leaders and draw lessons from out-of-industry pioneers - in order to reflect on how traditional advisory services can innovate in a new age of industry disruptors.  

 This year, the Summit will be divided into three key themes:

  • Business sustainability
  • Digital integration
  • Attracting the next generation of clients

 

Advisers will leave with key takeaways around using technology to complement their services and generate new client leads, while ensuring measures are in place to promote business longevity. Strategies for managing client demands amid a more difficult economic climate will also be explored.

Join us in London and Birmingham and hear directly from FTAdviser journalists, leading partners, and renowned industry figures and disruptors. They will delve into the key issues in the financial advice space, as well as the latest innovations, via a series of panels, keynote presentations and onstage interviews.

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fallback Add to my Calendar 05/05/2020 08:30:0005/07/2020 17:00:00trueFTAdviser Smarter Business SummitFTAdviser is proud to present our inaugural Smarter Business Summit. This full-day event is focused on equipping financial advisers with the latest skills, practices and insights needed to build a resilient and successful advisory business for the long term. The summit will offer a unique opportunity for advisers to hear from industry leaders and draw lessons from out-of-industry pioneers - in order to reflect on how traditional advisory services can innovate in a new age of industry disruptors.   This year, the Summit will be divided into three key themes:Business sustainabilityDigital integrationAttracting the next generation of clients Advisers will leave with key takeaways around using technology to complement their services and generate new client leads, while ensuring measures are in place to promote business longevity. Strategies for managing client demands amid a more difficult economic climate will also be explored.Join us in London and Birmingham and hear directly from FTAdviser journalists, leading partners, and renowned industry figures and disruptors. They will delve into the key issues in the financial advice space, as well as the latest innovations, via a series of panels, keynote presentations and onstage interviews.FTAdviser-Smarter-Business-Summit7942b14a4add28cbc9cc20bbc308d330MM/DD/YYYY

Chair (2)

Simoney  Kyriakou

Simoney Kyriakou

Editor
Financial Adviser

Simoney Kyriakou is an award-winning financial journalist, with more than 20 years' experience under her belt. She is currently editor of Financial Adviser, as well as a published author, presenter and public speaker. 

Damian  Fantato

Damian Fantato

Digital Editor
FTAdviser

Damian is deputy editor of Financial Adviser and one of the hosts of the FTAdviser Podcast. He has been a journalist for nearly a decade and in 2018 he was named Headline Money Financial Trade Journalist of the Year.

Agenda - 5th May

  • 8:30am
    Registration
  • 9:00am
    Welcome address

    Simoney Kyriakou, Editor, Financial Adviser 

  • 9:05am
    Opening Keynote
  • 9:30am
    Charles Stanley Keynote
  • 9:50am
    THEME ONE: BUSINESS SUSTAINABILITY

    Succession planning for champions

    • Training the next generation for continued advisory services in line with your legacy
    • Investing in supporting technological and marketing structures to support long term business success
    • Using communication to build trust and navigate family complexities, increasing chances of securing next gen clients
    • Creating a smooth succession plan that involves all your stakeholders
    • Building structures facilitating more client time and less administrative to enable advisory legacy
  • 10:10am
    On-stage Interview: Growing a successful and sustainable business
  • 10:30am
    The Three Rs: Remuneration, retention and reward
    • Retaining top talent through reputation, reward and positive engagement
    • Price clustering in the advice market- How will competitiveness drive adviser charges and how is this reflected in remuneration?
    • The recruitment dilemma- prioritising experience and qualifications vs bringing something new to the table
  • 10:50am
    Joint BUSINESS SUSTAINABILITY panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on business sustainability. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 11:20am
    Morning Refreshments
  • 11:50am
    THEME TWO: DIGITAL INTEGRATION

    Building your front office to close the untapped market gap

    • Making financial advice more accessible to the masses through front-end platforms
    • Taking advantage of new digital opportunities to increase reach
    • Adapting language to meet the intended audience and build effective communication channels
  • 12:10pm
    Making your tech work for you
    • Aligning the rise of regulation with evolving technology to meet compliance demands
    • Integrating old and new technology to create a seamless back office experience
    • Standard technology you should be using to save time and money
    • Robo-advice as a simple bolt-on to free up adviser time to cater to complex financial needs
  • 12:30pm
    RegTech in a post-Brexit landscape
    • Changes in RegTech as a response to shifting global power dynamics and Brexit
    • Highlighting new opportunities to build a smarter UK RegTech landscape
    • Re-focusing on client protection: risk, data usage and innovation
  • 12:50pm
    Joint DIGITAL INTEGRATION panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on digital integration and technology. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 1:20pm
    Lunch
  • 2:20pm
    THEME THREE: NEXT GENERATION OF CLIENTS

    Next Gen marketing strategy considerations and practical steps to implement now

    • Attracting ‘low-hanging fruit’ through mainstream marketing channels
    • Creating a seamless client onboarding system to support marketing efforts
    • Making better use of free marketing tools such word-of-mouth and organic social media growth
  • 2:40pm
    Diversifying your client base: Discovering the untapped advice market
    • Leveraging the untapped opportunity in advising women as their wealth dramatically rises
    • Connecting with younger clients as part of the next generation client base through effective and scalable delivery methods
    • Scaling your advice firm to be able to cater to unadvised markets
  • 3:00pm
    Fireside chat: Converting the unconverted

    This fireside chat will explore how to effectively turn potential clients into long standing clients through effective marketing. Due to the rise of automated advice platforms, several unconverted clients are unaware of the benefits gained from tailored advice. The communication of these benefits can often be poorly executed - so understanding the right language and the needs of untapped markets becomes of the utmost importance to make the conversion a reality.

  • 3:20pm
    Joint NEXT GENERATION OF CLIENTS panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on attracting and retaining the next generation of clients. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 3:50pm
    Closing address

    Simoney Kyriakou, Editor, Financial Adviser

  • 4:00pm
    Afternoon drinks reception and networking

Agenda - 7th May

  • 8:30am
    Registration
  • 9:00am
    Welcome address

    Damian Fantato, Digital Editor, FTAdviser

  • 9:05am
    Opening Keynote
  • 9:30am
    Charles Stanley Keynote
  • 9:50am
    THEME ONE: BUSINESS SUSTAINABILITY

    Succession planning for champions

    • Training the next generation for continued advisory services in line with your legacy
    • Investing in supporting technological and marketing structures to support long term business success
    • Using communication to build trust and navigate family complexities, increasing chances of securing next gen clients
    • Creating a smooth succession plan that involves all your stakeholders
    • Building structures facilitating more client time and less administrative to enable advisory legacy
  • 10:10am
    On-stage Interview: Growing a successful and sustainable business
  • 10:30am
    The Three Rs: Remuneration, retention and reward
    • Retaining top talent through reputation, reward and positive engagement
    • Price clustering in the advice market- How will competitiveness drive adviser charges and how is this reflected in remuneration?
    • The recruitment dilemma- prioritising experience and qualifications vs bringing something new to the table
  • 10:50am
    Joint BUSINESS SUSTAINABILITY panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on business sustainability. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 11:20am
    Morning Refreshments
  • 11:50am
    THEME TWO: DIGITAL INTEGRATION

    Building your front office to close the untapped market gap

    • Making financial advice more accessible to the masses through front-end platforms
    • Taking advantage of new digital opportunities to increase reach
    • Adapting language to meet the intended audience and build effective communication channels
  • 12:10pm
    Making your tech work for you
    • Aligning the rise of regulation with evolving technology to meet compliance demands
    • Integrating old and new technology to create a seamless back office experience
    • Standard technology you should be using to save time and money
    • Robo-advice as a simple bolt-on to free up adviser time to cater to complex financial needs
  • 12:30pm
    RegTech in a post-Brexit landscape
    • Changes in RegTech as a response to shifting global power dynamics and Brexit
    • Highlighting new opportunities to build a smarter UK RegTech landscape
    • Re-focusing on client protection: risk, data usage and innovation
  • 12:50pm
    Joint DIGITAL INTEGRATION panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on digital integration and technology. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 1:20pm
    Lunch
  • 2:20pm
    THEME THREE: NEXT GENERATION OF CLIENTS

    Next Gen marketing strategy considerations and practical steps to implement now

    • Attracting ‘low-hanging fruit’ through mainstream marketing channels
    • Creating a seamless client onboarding system to support marketing efforts
    • Making better use of free marketing tools such word-of-mouth and organic social media growth
  • 2:40pm
    Diversifying your client base: Discovering the untapped advice market
    • Leveraging the untapped opportunity in advising women as their wealth dramatically rises
    • Connecting with younger clients as part of the next generation client base through effective and scalable delivery methods
    • Scaling your advice firm to be able to cater to unadvised markets
  • 3:00pm
    Fireside chat: Converting the unconverted

    This fireside chat will explore how to effectively turn potential clients into long standing clients through effective marketing. Due to the rise of automated advice platforms, several unconverted clients are unaware of the benefits gained from tailored advice. The communication of these benefits can often be poorly executed - so understanding the right language and the needs of untapped markets becomes of the utmost importance to make the conversion a reality

  • 3:20pm
    Joint NEXT GENERATION OF CLIENTS panel and audience Q&A

    The preceding speakers and industry experts will join forces to answer audience questions on attracting and retaining the next generation of clients. They will clarify any matters that remain unclear and leave you with a better understanding on building a business set for the long term.

  • 3:50pm
    Closing address

    Damian Fantato, Digital Editor, FTAdviser

  • 4:00pm
    Afternoon drinks reception and networking

Presented by (1)

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

Sponsored by (1)

At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your client’s investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 31 December 2019 manage and administer in excess of £25.3 billion. Depending on your requirements, we will work with you to implement an investment solution that is right for your client via our Bespoke Discretionary Fund Management service, Passive model portfolios or Inheritance Tax Portfolio service.

Who should attend?

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

This event welcomes financial advisers running their own practices to gain insight on successfully running their practice for the long term. Attendees should all form part of a financial intermediary firm, with the following job titles:

  • Financial adviser
  • Independent financial adviser
  • Managing Director
  • Chief Executive Officer

*Registrations remain subject to the publishers approval

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Venue

Bracken House
1 Friday Street
London EC4M 9BT

Forest of Arden
Maxstoke Ln, Meriden
Birmingham CV7 7HR

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Contact Us

Sarah Fal
Event Content Producer
FT Specialist
Claire Harris
Senior Marketing & Communications Manager
FT Specialist
Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times