FTAdviser is proud to present our inaugural Smarter Business Summit. This half day virtual 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:
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.
Please fill out the required details below and we will be in touch in due course with details on your application.
This event is for Financial Advisers/Planners, Paraplanners, DFMs, Wealth Managers, Mortgage Advisers, Tax Planners and Investment Advisers. Should you wish to attend and not fit into the delegate profile your application will be down to the publishers approval.
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Thank you for your application to attend FTAdviser's Smarter Business Summit. Your application is pending approval, we will be in touch shortly.
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Founder & Director
The Yardstick Agency
Group Head of Distribution
Insuring Women's Futures
Financial Services Consumer Panel
Partner and M&A Financial Services Specialist
Stephens Scown LLP
Head of Ecosystem
Mergers and Acquisitions Director
Event Content Producer
Sofia Di Liberto
Commercial Director - FT Specialist Events
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