Findings from the Winning Advisers Regional Roadshow - April 2018

Summary

This document summarises the key issues raised in the topics discussed during the roundtables that took place at the sixteenth Winning Advisers.  It was run as a Regional Roadshow and provided a unique opportunity for financial advisers to gain strategic insights and explore new business opportunities within the world of financial planning and advice.

The Roadshow took 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).

Each event brought together some 30 plus owner managers of top IFAs to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £150M and between four and twenty advisers. These Meetings provide a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.

Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.  Each day was a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.

To find out more about taking part, please contact Emily Landless at Owen James: emilylandless@owenjamesgroup.com or you can contact her on 01483 862 698.

This Report

The Roundtable Sessions were facilitated by:

• JoyndUp Ltd - Brod-Whiting
• Owen James Group - John-Chapman
• Rennison Consulting Ltd - Roderic-Rennison
• Silverback Consulting - Paul-Miles
• Soprano Consulting - Martyn-Laverick

We are very grateful for the time and energy they have expended on making MOM Winning Advisers a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.

We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to this meeting and on the day.

The Sponsors

We would like to thank all our sponsors who make these Meetings possible. The following groups took part in the Meeting and their motivation for taking part is threefold:

• To be, and to be seen as being supportive of the industry;
• To understand the stresses and strains being placed on the industry and, where possible, respond to them;
• To talk openly with these business leaders with a view to ensuring that their businesses are strategically.