Summary
The tenth Winning Advisers took place on Tuesday 13 October 2015 at Tylney Hall, Hampshire. This document summarises key issues raised in the topics discussed during the roundtables that took place on theday.
Winning Advisers is a strategic forum organised by Owen James. It is an opportunity for some 60 plus CEOs and MDs of the top 60-400 IFAs; product and service providers and industry experts to meet in 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.
The core of the Meeting involves a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.
This Report
The Roundtable Sessions were moderated by:
- Mr Rod Bryson – CapGemini
- Mr Chris Davies – EngageInsight
- Charo Garzon –Paradox
- David Ingram – Aim TwoThree
- Mr Malcolm Kerr –EY
- Ms Sarah McLeish –EY
- Jeremy Oakley –KPMG
- Innes Miller – ScydoniaWealth
- Mr Roderic Rennison – RennisonConsulting
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 Winning Advisers and on the day.
The Sponsors
We would like to thank all our sponsors, without whom the event would not have been 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 theindustry;
- To understand the stresses and strains being placed on the industry and, where possible, respond to them;and
- To talk openly with these business leaders with a view to ensuring that their businessesare strategicallyaligned.
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.
The Findings
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Senior Managers Regime – doing the right thing and maybe being seen doing the right thing?
With the FCA ‘Senior Managers Regime’ imminent, it business critical that Advisers fully understand the implications on governance and responsibility and are actively reviewing business processes, structures and accountability.
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So you want to go digital?
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Talent of the future: from adviser to technical analyst and everything in between
While the advantages of training advisers and TAs from scratch are obvious – particularly when it comes to integrating them into the company culture and moulding their skills, do firms have the time and resources to do so? Or should we just focus on recruitment and head-hunting? With a wave of applications from strong candidates pouring into all types of job openings across various industries, the recruitment criteria and process has inevitably had to change. Increasingly, it is becoming apparent that although skills are absolutely essential to progress, what differentiates the successful from the non-successful candidates is their alignment to the company’s values. To succeed, employees need to translate their skills into motivation driven by purpose and vision. Once firms do hire the right talent, appropriate remuneration and reward policies are in place, the attraction, development and retention of key talent requires on-going focus on the human dynamics.
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The best of both worlds: how real life marketing can take your business forward
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The Clock is ticking...
Are you ready for the Senior Managers Regime?