Agenda

8:30 Doors open - 9:30 Start

9:30-10:00 - Opening - Andy Hart - When Belief Defies Logic
What Financial Planners Can Learn from Maradona

10:00-10:30 - Joe Bryan - What’s the Problem?

10:30-11:00 - Philippa Hann - Why People Behave the Way They Do
Self-management

11:00-11:30 Morning break

11:30-12:00 - Joe Wiggins - There has never been a worse time to be an investor,
or a more important time to give advice

12:00-12:30 - Nick Platt - Our First Meeting Close

12:30-13:00 - Zoe Taylor - How Well Do You Actually Know Your Client
All may not be as it seems

13:00-14:00 Lunch

14:00-14:30 - Seb Lewis - Coming Soon: The Great Wealth Transfer

14:30-15:00 - Rob Macdonald - Let the Main Thing Remain the Main Thing
Where Humans Take Centre Stage and Technology the Supporting Role

15:00-15:30 Afternoon break

15:30-16:00 - Helen Howcroft - 42% of Couples in the UK Get Divorced
What you need to know if these couples are your clients

16:00-16:30 - Colin Lawson - From 0 to 100, Growing a Business at Scale
The guiding principles

16:30-17:10- Daniel Priestly

17:10-17:15 - Andy Hart Close

EVENING PARTY

17:15-22:00 - Drinks, cocktails, food, music and entertainment.

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