Lifetime Enhance takes the future of financial advice on the road
This autumn, Lifetime Enhance will be joining advisers and industry leaders at three major events exploring how advice firms can build stronger, more scalable and future-ready businesses.
The financial advice profession is changing rapidly
Technology, AI, regulation, evolving client expectations and increasing pressure on adviser capacity are all reshaping how firms operate and creating new opportunities for businesses prepared to adapt.
Over the coming weeks, the Lifetime Enhance team will be joining advisers, wealth managers and industry experts at a series of major events across the UK to explore what the advice firm of the future could look like.
You’ll find us here:
First up is the Festival of Finance in Birmingham on the 29th of September, where Tavistock Group Operations Director Andy Wealthall will take to the main stage to explore the advice firm of 2030, including the capabilities future-fit firms will need and the priorities today’s leaders should be addressing now.
We’ll also be hosting Strategy Studio roundtables examining what the advice firm of 2030 would look like. These sessions will explore changing client expectations, distinctive propositions, segmentation, scalable service models and how firms can simplify delivery without reducing value.
On the 6th of October, we’ll be at Money Marketing Interactive at London County Hall, where Andy will examine why the future of advice is about much more than technology alone and how the right combination of human expertise, innovation and scalable service design can help firms grow and thrive.
Then on the 13th of October, the team will attend the Financial Advice Summit in London, continuing the conversation around efficiency, capacity, client segmentation and sustainable growth.
Across all three events, our team will be available to discuss how Lifetime Enhance can support advice firms looking to create greater capacity, improve efficiency and build propositions designed for long-term growth.
Find out how Lifetime Enhance can support your firm. Book a demo now.
