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Finance

FTAdviser Smarter Business Summit

London |
Speakers include:
Simoney  Kyriakou

Simoney Kyriakou

Financial Adviser

Damian  Fantato

Damian Fantato

FTAdviser

Phil Bray

Phil Bray

The Yardstick Agency

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 challenges posed by COVID-19 this year have made the likes of contingency planning, digital development and communication more important than ever for advisers. 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 disruption.  

 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 07/09/2020 08:30:0007/09/2020 14:20:00trueFTAdviser 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 challenges posed by COVID-19 this year have made the likes of contingency planning, digital development and communication more important than ever for advisers. 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 disruption.   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.

Speakers (7)

Phil Bray

Phil Bray

Founder & Director
The Yardstick Agency

Phil Bray is the founder and director of The Yardstick Agency. He has previously worked as a financial adviser but now runs an agency dedicated to helping financial advisers and planners market themselves more effectively.

John  Porteous

John Porteous

Group Head of Distribution
Charles Stanley

John has over 25 years’ experience within the Wealth Management industry. He joins from Quilter where he held the position of group Retail Customer Solutions Director. Prior to that, John was the Director in charge of overall Client Proposition at Tilney (formerly Towry).

Over the years, John has been a passionate supporter of industry matters as a former Chairman of the Society of Financial Advisers, past Director of the Institute of Financial Planning and Council member (larger firms) of APFA.

John holds a 1st class honours degree in Financial Services Management from Edinburgh Napier University and is both a Chartered Fellow of the Institute for Securities and Investment and Fellow of the Personal Finance Society as a Chartered Financial Planner.

Jane Portas

Jane Portas

Partner
PwC
Wanda Goldwag

Wanda Goldwag

Chair
Financial Services Consumer Panel

Wanda joined the Financial Services Consumer Panel as Chair on 1 March 2019.
Wanda is also an adviser to Smedvig Venture Capital, Non-Executive Director of the Royal Free London Foundation Trust and a lay member of the QC appointments panel. She was also appointed to the role of interim chair of the Leasehold Advisory Service LEASE. This year she became Chair of a panel in the gas industry called the Uniform Network Code. Wanda has a BSc (Econ) from the London School of Economics and has appeared in the Pride Power List top 100.Chair of the Office of Legal Complaints the board of the Legal Ombudsman, Civil Service Commissioner, Chair and non-executive Director, PRS for Music Ltd

Giles Dunning

Giles Dunning

Partner and M&A Financial Services Specialist
Stephens Scown LLP

Giles Dunning is an experienced corporate solicitor and partner at Stephens Scown LLP with a specialist focus on M&A work particularly in the IFA sector. He has acted for many financial services firms with some holding in aggregate in excess of £1.5bn funds under management. Giles has worked with Stephens Scown LLP since 2009.

Daniel Marsh

Daniel Marsh

Head of Ecosystem
Seccl

Daniel is Head of Ecosystem at Seccl, responsible for building, supporting and connecting a vibrant community of financial advisers, wealth managers and technology providers. A qualified adviser himself, Daniel works directly with advice and investment management firms to understand their commercial challenges, and explore how technology can help them to build stronger, more sustainable businesses. His team is also responsible for scanning the market for existing and emerging innovations, which, through Seccl, can help advisers to build the efficient businesses of the future.

Benjamin Spratt

Benjamin Spratt

Mergers and Acquisitions Director
Retiring IFA

After qualifying with his MSc in Finance & Private Equity, Ben began his career in the city within the investment banking sphere.Returning to the family business some years ago, Ben brings his experience from the city and leads the team at Retiring IFA the South marrying together wealth management practice owners and managing the end to end acquisition process. Although he still spends a number of nights each week in the city, looking after his clients and still retains a base there. Outside of work, Ben enjoys playing tennis, rugby for Ripon City first team and is an accomplished power lifter.

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Agenda - 9th Jul

  • 8:30am
    Registration
  • 9:00am
    Welcome address and industry overview

    Simoney Kyriakou, Editor, Financial Adviser 

  • 9:15am
    Charles Stanley Keynote
  • 9:40am
    THEME ONE: BUSINESS SUSTAINABILITY

    Succession planning for champions

    • Choosing the right people to take over your advisory service compared to training your own
    • Long term business success and how businesses command a premium valuation upon exit
    • Using communication to build trust and navigate family complexities, increasing chances of securing next gen clients
    • Creating a smooth succession and business sale plan which looks after staff, clients and your own interests
    • Building structures facilitating more client time and less administrative to enable advisory legacy

    Ben Spratt, Regional Director, Retiring IFA

  • 10:00am
    On-stage Interview: Growing a successful and sustainable business

    Giles Dunning, Partner, Corporate (M&A Financial Services), Stephens Scown LLP

  • 10:40am
    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.

    Ben Spratt, Regional Director, Retiring IFA
    Giles Dunning, Partner, Corporate (M&A Financial Services), Stephens Scown LLP

    Panel Moderated by Simoney Kyriakou, Editor, Financial Adviser

  • 10:40am
    Morning Refreshments
  • 11:00am
    THEME TWO: DIGITAL INTEGRATION

    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

    Daniel Marsh, Head of Ecosystem, Seccl

  • 11:20am
    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

    Wanda Goldwag, Chairman, Financial Services Consumer Panel

  • 11:40am
    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.

    Daniel Marsh, Head of Ecosystem, Seccl
    Wanda Goldwag, Chairman, Financial Services Consumer Panel

    Panel Moderated by Simoney Kyriakou, Editor, Financial Adviser

  • 12:00pm
    Lunch
  • 1:20pm
    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.

    Phil Bray, Founder and Director, The Yardstick Agency

  • 1:20pm
    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.

    Jane Portas, Partner, PwC
    Phil Bray, Founder and Director, The Yardstick Agency

    Panel Moderated by Simoney Kyriakou, Editor, Financial Adviser

  • 1:40pm
    Closing Remarks

    Simoney Kyriakou, Editor, Financial Adviser

  • 2:00pm
    THEME THREE: NEXT GENERATION OF CLIENTS

    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

    Jane Portas, Partner, PwC

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