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2018 Adviser Roadshow

Finding stability in a sea of change

Welcome to the Harrogate Roadshow - 17 April 2018

Welcome to ‘Finding stability in a sea of change’, looking to provide you with practical solutions to some of the greatest challenges in 2018. Following the successful formula of our last 2 national roadshows, we will be offering you a range of subjects and speakers, designed to help you and your business.

  • Accelerating the value of advice in a post-MIFID II world. Drawing on behavioural economics, learn how you might benefit from leading techniques that have helped advisers increase their fee income by upwards of 30%. Powered by Your Financial Footprint, trailblazers with deep expertise in this challenging area.
  • Know your CRP from your CIP and how you and your clients can benefit. How do you create a robust, end to end ‘Centralised Retirement Proposition’ and why the data says it should be different from your ‘Centralised Investment Proposition’. What are the 6 steps to building a successful CRP, so that you might best help your clients in their retirement.
  • Sustainable investment; Fad or Fundamental? As populations are increasing, resources are diminishing: Should this reality be reflected in your investments? Why should this resonate with Generation Y and how is it best to capitalise on this growing area?
  • What does ‘good’ look like? With more than 300+ DFMs to review, where do you begin? How do you compare DFM performance in a world where every client portfolio is bespoke? Bringing clarity to an historically opaque world, hear from Asset Risk Consulting (ARC), independent experts offering impartial performance analysis.

You’ll also hear from our investment experts, bringing clear thinking to an increasingly complex world, as they look at key performance drivers in 2018 and beyond.

To secure your place, simply enter your details, along with your chosen location, in the adjacent form.

Register to the Harrogate Roadshow

Agenda


09.00am Registration and Breakfast


09.30am Opening Remarks – Scott Stevens


09.40am Market Outlook – Alan McIntosh / Duncan Gwyther / Chris Beckett / Donnacha Fox


10.20am Accelerating the value of advice in a post-MIFID world – Paul Young – Your Financial Footprint / Daragh Murphy


11.00am Coffee break


11.15am Sustainable investment; Fad or Fundamental? – Claudia Quiroz – Quilter Cheviot / Julia Dreblow – SRI Services / Fund EcoMarket (for UK roadshows)


11.15am Buying and selling a financial adviser practice – Henry Blunt – Retiring IFA (for Dublin roadshow)


11.45am What does ‘good’ look like? – Jonathan Gamble – Asset Risk Consultants


12.15pm Know your CRP from your CIP and how you and your clients can benefit – David Butler / Jonathan Buttress


12.45pm Closing Remarks and Vulnerable client update – Scott Stevens


13.00pm Buffet Lunch


“Excellent range of speakers, all very knowledgeable and kept my interest.”
Beth Kelly, S. Hill & Co

“ Excellent morning! This is the best conference I have been to – since the last Quilter Cheviot conference, they just get better! Great ideas!!”
Nigel Herrick, The Premier Partnership Ltd

“An excellent event. As a solicitor, a very useful insight into your world!”
Nick Marshall, Companies: Brodies LLP

“Overall, really good with some excellent information to take away. Well worth coming – would recommend to others.”
Matt Arnold, Charles Derby