Winning Advisers - The Regional Roadshow - Cheltenham

Cheltenham

19 April 2018

Winning Advisers - The Regional Roadshow - April 2018 - Cheltenham

Winning Advisers - The Regional Roadshow - April 2018 - Cheltenham

  • 19 Apr 2018

    Ellenborough Park

    Cheltenham

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A PROCESS NOT JUST AN EVENT

Winning Advisers - the Regional Roadshow provides a unique opportunity to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

The Roadshow will be taking place at four different locations: Cheltenham (The Ellenborough - 19 April); Knutsford (The Mere - 24 April); Harrogate (Rudding Park - 25 April) and Birmingham (The Belfry - 26 April).

By running this event in four locations, we are keen to enable more of you to get with the programme! If you need accommodation we can support with a subsidised rate - do please ask.

Our goal is to demand as little of your time as possible and to provide you with as rich an experience as possible.

WHO?

As owner managers or Board Directors of independently spirited financial advisory firms, you will be invited to:

  • Discuss current trends and industry issues
  • Share market insights and regulatory updates
  • Explore new business development opportunities
  • Examine new innovative business trends including technological innovation
  • Network with circa 60 peers

WHAT TO EXPECT ON THE DAY:

In the run up to the event, you will have been invited to shape your day by choosing those roundtable sessions which are of most interest and relevance to you. You will therefore be working to your personalised itinerary which will be available on the event app.

The day will be a blend of short, sharp, provocative keynotes; facilitated roundtable discussions addressing a pre-researched and pre-agreed agenda; and networking with your peers. The day kicks off at 8.30 with a networking breakfast and ends at 4.30 in order to enable you to beat the traffic!

For a fuller explanation of how the event will work, do please download the event brochure - click on the box at the right hand side of this page.

There is no cost to attend and the event is CPD accredited.

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Schedule of the Day

  • 08:30

    Registration and Breakfast

    Informal networking over breakfast

  • 09:50

    Working Session 1

    Roundtable sessions - small groups of 15 people allowing you to address the subject matter you have indicated as being of most importance to you.

  • 11:00

    Coffee

    Apple and Blackberry time!

  • 12:00

    Working Session 2

  • 13:00

    Luncheon

    A formal luncheon

  • 14:30

    Working Session 3

  • 16:10

    Farewell

    Afternoon tea - and if any of you are travelling by train - maybe a quick glass of fizz!

Sponsors & partners

Goji

Carmignac

SPONSOR THE WINNING ADVISERS - THE REGIONAL ROADSHOW

Find out more about becoming a Strategic Partner or Sponsor on this event

Find out More

Location

Ellenborough Park, Cheltenham


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