The Findings from Winning Advisers Regional Series 2019 - Chippenham

Summary

This document summarises the key issues raised in the topics discussed during the roundtables that took place at the eighteenth Winning Advisers event.  It was run as a Regional Series 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 Regional Series took place at two different locations: Rudding Park in Harrogate and Bowood Hotel near Chippenham.

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 three 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 Charlie Martin at Owen James: charliemartin@owenjamesgrooup.com or you can contact her on 01483 862 693.

This Report

We have compiled all the headlines, key challenges and solutions/outcomes from the sessions that ran. Some topics were covered at more than one venue across the two events. These have been colour coded for ease.

Black - Rudding Park (30 April 2019)
Blue - Bowood Hotel (2 May 2019)

The Roundtable Sessions were facilitated by:

• Roderic Rennison, Rennison Consulting Ltd
• John Chapman, Orion Consultancy Ltd
• Martyn Laverick, Soprano Consulting
• Rod Bryson, Capgemini Inven
• David Beacham, Independent
• David Edwards, Independent Consultant

We are very grateful for the time and energy they have expended on making 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.