The tenth Winning Advisers took place on Tuesday 13 October 2015 at Tylney Hall, Hampshire. This document summarises key issues raised in the topics discussed during the roundtables that took place on theday.
Winning Advisers is a strategic forum organised by Owen James. It is an opportunity for some 60 plus CEOs and MDs of the top 60-400 IFAs; product and service providers and industry experts to meet in a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.
Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.
The core of the Meeting involves a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.
The Roundtable Sessions were moderated by:
- Mr Rod Bryson – CapGemini
- Mr Chris Davies – EngageInsight
- Charo Garzon –Paradox
- David Ingram – Aim TwoThree
- Mr Malcolm Kerr –EY
- Ms Sarah McLeish –EY
- Jeremy Oakley –KPMG
- Innes Miller – ScydoniaWealth
- Mr Roderic Rennison – RennisonConsulting
We are very grateful for the time and energy they have expended on making Winning Advisers a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.
We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to Winning Advisers and on the day.
We would like to thank all our sponsors, without whom the event would not have been possible. The following groups took part in the Meeting and their motivation for taking part is threefold:
- To be, and to be seen as being, supportive of theindustry;
- To understand the stresses and strains being placed on the industry and, where possible, respond to them;and
- To talk openly with these business leaders with a view to ensuring that their businessesare strategicallyaligned.
To find out more about taking part, please contact: Emily Landless at Owen James: firstname.lastname@example.org or you can contact her on 01483 862 698.
Advisers need to take a holistic approach to client engagement and communication to strengthen the client’s understanding of risk and capacity for loss and to ensure optimum customer care and customer loyalty.
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
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