A Meeting of Minds Winning Advisers - April 2016
28 Apr 2016
The Mere Golf Resort and Spa, Chester Rd, Mere, Knutsford, Cheshire WA16 6LJView Map
This is the twelfth session in a series of one day Meetings geared to the needs of owner managers of financial advisory firms which typically have something in the region of £150M funds under management and three or more advisers.
A Meeting of Minds Winning Advisers is a strategic platform which enables peer group strategic discussion.
- Roundtable agenda produced as a result of substantial research within the community to ensure it is addressing those issues which are affecting the industry and individual businesses.
- These discussions may relate to subjects covering:business models, regulatory impacts,innovative client propositions, technological developments such as robo adviser etc;client related topics - whether around attracting new clients, the client journey, the value proposition; as well as the big picture stuff such as Brexit and all its implications.
- Plenty of networking - both structured and unstructured.
- Keynotes - short sharp and provocative to stimulate new thinking.
The audience will number something in the region of 60 - 70 owner managers plus experts to support the roundtable discussion.
To give you a feel for the sort of subjects up for discussion, we attached the final agenda.
As an owner manager of a substantial advisory business, there is no fee to take part, just your time and our goal is to ensure it is very well spent. Your day will be tailored to your specific needs and you will receive CPD points from your participation.
Kate Monserrate - Grounded Technology
LUCIAN CAMP - THOUGHTS ON A PROCESS TO DEFINE YOUR VALUE PROPOSITION/S
NICOLAI LYSIUM - INTER-GENERATIONAL MONEY
CHIRSTOPHER CADE - ATTRIBUTION ANALYSIS, ONGOING SUITABILITY AND MEASUREMENT
JOHN PORTEOUS - REFLECTIONS ON SCALE, A PERSONAL VIEW