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    Smarter Business Summit

    3rd December 2020 - 3rd January 2021

    FTAdviser's Smarter Business Summit

    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: 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.

    Sponsored by

    Headline Sponsor
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    Registration Form

    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. 


         

         

       

    <div style="text-align: center; font-size:22px;"> Thank you for your application to attend FTAdviser's Smarter Business Summit. Your application is pending approval, we will be in touch shortly. </div>

    We Are Live In

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    Our Speakers

    speaker image
    DJ
    Dan Jones
    EIC
    FTAdviser
    speaker image
    PB
    Phil Bray
    Founder & Director
    The Yardstick Agency
    speaker image
    JP
    John Porteous
    Group Head of Distribution
    Charles Stanley
    speaker image
    JP
    Jane Portas
    Co-founder
    Insuring Women's Futures
    speaker image
    WG
    Wanda Goldwag
    Chair
    Financial Services Consumer Panel
    speaker image
    GD
    Giles Dunning
    Partner and M&A Financial Services Specialist
    Stephens Scown LLP
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    DM
    Daniel Marsh
    Head of Ecosystem
    Seccl
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    BS
    Benjamin Spratt
    Mergers and Acquisitions Director
    Retiring IFA

    Contact Us

    Sarah Fal

    Event Content Producer

    FT Specialist

    sarah.fal@ft.com

    Sofia Di Liberto

    Marketing Executive 

    FT Specialist 

    fta-events@ft.com

    Rachel Padhiar

    Commercial Director - FT Specialist Events 

    FT Specialist 

    rachel.padhiar@ft.com

    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 magazine, whose content feeds directly into the site.

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

    By registering to FTAdviser.com you will be able to view unlimited news articles, bank CPD and always be the first to know about industry news by receiving the FTAdviser daily news alerts.

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