PRESENTATION SLIDES

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TimeSessionPresenterPresentation Slides
9:15 AM – 9:45 AMHow do you want to go out? Build a business worth leavingBrett DavidsonClick Here
9:15 AM – 9:45 AMNiche to win – How I found my niche & steps to finding yoursJay DhaliwalClick Here
9:15 AM – 9:45 AMBridging the generation gap: Winning the trust of tomorrow’s clientsAndrew McBrideClick Here
9:15 AM – 9:45 AMMemento mori: Why talking about death is good for businessNick BirdClick Here
10:00 AM – 10:30 AMBreaking the mould: The human edge in a tech-driven eraAbraham Okusanya and Matt PitcherClick Here
10:00 AM – 10:30 AMProtection: Doing good whilst doing wellEmma ThomsonClick Here
11:15 AM – 11:55 AMKEYNOTE SPEAKER – Celebrity service (discover the gap in your client service you never knew existed)Geoff RammClick Here
12:10 PM – 12:40 PMBeyond £1m: Building a business that truly matters – the Finance Geeks share their journeyPaul Cleworth and Warren ShuteClick Here
12:10 PM – 12:40 PMBeyond borders: Navigating financial wellbeing across culturesEmanuele Carluccio and Dean MullalyClick Here
12:10 PM – 12:40 PMMaking intangible value visible in financial planningIlana MillerClick Here
1:00 PM – 1:40 PMFrom pressure to purpose – the shift every ambitious financial planner must make to win at work and at homeTony FieldsClick Here
1:50 PM – 2:20 PMDon’t mind the gap. Jump in!Richard Romer-LeeClick Here
1:50 PM – 2:20 PMClient psychology: The competitive edge for modern advisersPhilip CourtenayClick Here
1:50 PM – 2:20 PMBridging the talent gap: Fresh perspectives on entering the professionEdward Grant, Jane Gow, Ollie Hynd, Dr Lien Luu and Charlotte WatsonClick Here
1:50 PM – 2:20 PMElevating excellence! Turning the ordinary into extraordinaryMichelle HoskinClick Here
1:50 PM – 2:20 PMWhat do investors think about Gen AI in financial advisers’ workflow?James StreetClick Here
2:30 PM – 3:10 PMKEYNOTE SPEAKER – View from the regulatorKate TuckleyClick Here
3:35 PM – 4:05 PMMind the ethics gapPhillippa HannClick Here
3:35 PM – 4:05 PMVote for your future self: Intentional evolution in your career as a financial plannerBecca TimminsClick Here
3:35 PM – 4:05 PMHow well is the financial services industry responding to consumer duty?Richard HendersonClick Here
3:35 PM – 4:05 PMBridging the gap between study and success: turning potential into passesJon DunckleyClick Here
3:35 PM – 4:05 PMTechzone: Diversifying tax risk – The four box approachTony DaviesClick Here

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