/ Advice and planning

Divide and Conquer – In the red corner…

The idea behind Divide and Conquer is all about exploring creative tension. When does it work well in the world of advice, and when do the dividing lines between profession, providers and the regulator actively get in the way of doing a good job for clients?

Yet even when not all parts of the sector are getting along with each other all of the time, there are firms and individuals that manage to find a way through.

Those that do something different, build something great, call out the rogues or force themselves out of their comfort zone, despite any industry nonsense or pushback being thrown at them.

On 6 February, we have a session dedicated to those kind of firms. We’ll discuss how exactly they go about going above and beyond, without getting bogged down. Is the secret finding a way to collaborate, striking out on your own or something else?

Plus we’ll look at the current state of play within financial services, whether the sector ultimately helps get good outcomes for the people whose money it’s tasked with looking after, or whether it hinders.

We’ll hear from (from left to right in main image):

  • Pete Matthew of Jacksons and Meaningful Money on building both businesses and his motivation to create and maintain a personal finance channel for everyone;
  • Philippa Hann, former lawyer and incoming CEO of Paradigm Norton on seeing the bad and good of advice, her lessons from when things go wrong and why she’s going from leading a law firm to leading a planning firm; and
  • Caroline Stuart from Sparrow Paraplanning on her progression through the profession, the role of community and putting your head above the parapet.

Look forward to seeing you there.

SAVE MY PLACE

/ Blogs

“Get in the van!”

It was the summer of 2019, and Rich and his band were making their way across Europe…

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.