Adviser 3.0

From Dinosaurs to Digital: The Evolution of Relationship Management! 🦕 Time's ticking! Join us tomorrow for a FREE webinar with Tessa Lee from moneyinfo. We'll dive into how client-facing tech has evolved and what's next for wealth management. What’s on the agenda? 📈 How digital tools have reshaped financial advice. 🔒 Boosting efficiency and profitability with the right tech. 🏡 Keeping the next generation of clients engaged. This is a must-attend for all forward-thinking advisers and wealth managers! 📅 Date: Thursday, 29th August 2024 ⏰ Time: 11:00 am – 12:00 pm 📍 Free Zoom event Save your spot 👉 https://lnkd.in/epTnajdy #Adviser3point0 #RelationshipManagement #WealthTech

The Shift in UK Fund Management: Why Index Funds Are Taking the Lead 📊 Abraham Okusanya’s latest article highlights a major trend in the UK investment space: Active funds are losing ground, while index funds are rapidly gaining market share. Since Vanguard’s arrival in 2009, index funds have grown from just 6% to 25% of total assets under management. Over the last decade, they’ve consistently outperformed active funds in net retail sales, signaling a long-term shift in investor preferences. If you’re interested in the future of UK fund management, this is a must-read! 👉 https://lnkd.in/dXMRdiJx #Investing #IndexFunds #ActiveManagement #Finance

Catch the highlights from our 'Fear & Trust: Managing Client Behaviour' session at Adviser 3.0! Is there ever truly a stable time? Why is money such an emotional topic, and why do people react differently to the same financial situations? Discover how financial planners can guide clients through these emotional landscapes. Watch the 30-minute recap here 👉 https://lnkd.in/eW85aD3x #adviser3point0 #FinancialEducation #MoneyManagement #ClientTrust

Catch the recap of the 'Clockwork: Operational Excellence' session from Adviser 3.0 with Victoria Sena, Sarah Steele and Olivia Maynard! ✨ In just 30 minutes, we dive into how the operational role is evolving and the three key components of achieving operational excellence: ⏲️ People ⏲️ Processes ⏲️ Systems Don't miss out on these insights! Watch the session recording here 👉 https://lnkd.in/e9Fajw7M #OperationalExcellence #Adviser3point0 #BusinessEfficiency

Are you joining us for Adviser 3.0 in 2025? It's a must-attend event for anyone looking to be inspired and drive change in the industry. Plus, it's a great opportunity to have a fun day networking with fellow advisers, providers, and top-notch speakers.😍 We're planning an incredible lineup, and you won't want to miss it! Make sure you're on our mailing list for early access to discounted tickets! 👉 https://lnkd.in/ezga_mUw #Adviser3point0 #IndustryInnovation #Networking

Catch Kate Phillips, Regional Director at Timeline, in the recap of 'Breaking Away & Striking Out' at Adviser 3.0! ✨ In this panel session, Kate sits down with three inspiring business owners—Karen Ritchie, Jake Bernardi, and Katherine Waller—as they share their journeys of breaking away from established firms to launch their own advisory businesses. Tune in for insider tips and valuable business advice in this 30-minute session. Watch now 👉 https://lnkd.in/eaZiRheG #Adviser3point0 #Entrepreneur #BusinessJourney #StartupStories

Don't miss our latest panel session recap, "Rethinking Multi-Asset Portfolios in Retirement," live from Adviser 3.0! We dive deep into the key considerations for advisers when managing multi-asset portfolios and discuss the pros and cons of being fully invested versus opting for secure/guaranteed income solutions. Catch the insightful 30-minute session here 👉 https://lnkd.in/eCehr9P3 #Adviser3point0 #Recap #MultiAssetPortfolios #RetirementPlanning

Every entrepreneur is familiar with the whirlwind of daily business operations that can obscure the broader vision. How, then, can you tap into that expansive, strategic mindset? 🧠 Experienced coach and Financial Adviser David Braithwaite recently shared invaluable insights on this topic in our recent webinar. Watch the session here 👉 https://lnkd.in/gDj4jGeG #webinar #strategy #businesscoach

From Dinosaurs to Digital Relationship Management 🦕 Join us for a FREE webinar featuring Tessa Lee, Managing Director of moneyinfo, as we explore the transformation of client-facing technology in wealth management. What you'll learn: 📈 Evolution of digital tools in financial advice. 🔒 How tech boosts efficiency and profitability. 🏡 Engaging the next generation of clients with the right tech. Don't miss this essential session for forward-thinking advisers and wealth managers! 📅 Date: Thursday 29th August 2024 ⏰ Time: 11:00 am – 12:00 pm 📍 Free online event via Zoom Book your place here 👉 https://lnkd.in/ez_GCt4g #adviser3point0 #relationshipmanagement #businesssuccess

What were your highlights from Adviser 3.0? We were thrilled with the incredible lineup of guests and providers who joined us this year! 🌟 We're already gearing up for 2025 and are on the lookout for partners to join next year's exciting conference. Interested in being part of the action? Drop us a message! 📲 Want to attend as a guest? Make sure you're on our mailing list to get exclusive access to early-release tickets later this year. Don't miss out on the fun—stay tuned for updates! 👉 https://lnkd.in/gW3-QdEH #Adviser3point0 #ConferenceHighlights #2025Prep