Presentations
London - 1st February
Manchester - 3rd February
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9:00am Chairmans opening comments
Paul Armson, Prestwood Software Ltd
9:05am Key Note Speech: What makes a successful wealth management/IFA business?
Shane Mullins Managing Director, Fiscal Engineers, NMA of the year Midlands 2007, 2008 & 2009
9:45am The future is for the taking Key opportunities
Paul Harrison - Head of Business Consultancy, Prudential
10:20am The State of Independence - From product to proposition
Simon Olive Business Consultant, AXA Distribution Services
> For copies of this presentation, please email Bronwyn Sharples on bsharples@dealersgroup.co.uk
11:05am Professional Connections - A two way street
Jasper Berens JP Morgan Asset Management
> This presentation is not available for download
12:00pm PRACTITIONER PANEL: The commoditisation process How to build an advice factory
Moderator: Mark Polson Standard Life
Panelists:
London:
Graham Ponting Managing Partner, Clearwater Wealth Management
David Soper Director, David Soper & Co
Adam Young- Director, Dragonfly
Manchester:
Simon Booth- Principal, Foresight Independent Financial Planners
David McGowan- Managing Director, David McGowan Associates Ltd
Christopher Miller- Director, Miller Associates IFA Ltd
Philip Goodenough, Covingtons
12:25pm What not to do The deadly habits of inefficient advisers
Peter Hugh-Smith Managing Director, Russell Investments
2:15pm Differentiate or die: How to be a post-Olympic winner
David Scarlett Creator of The Adviser Gym'
2:55pm Survival of the fittest a five year plan for smaller businesses
David Brattesani Partner, threesixty
3:50pm David Jones Regional Director, Dimensional
David Jones Regional Director, Dimensional
> This presentation is not available for download
4:45pm The power of yes - Communication models for directors
Bob Perry Director, The Chiswick Partnership
You will need the free Adobe Acrobat Reader software to view the program.