The UK’s fastest growing DFM, Timeline, has revealed that two world-class keynote speakers will headline a stellar line-up at its new flagship conference, ‘Adviser 3.0: Change Agents’, for Financial Advisers and Planners.
Baroness Karren Brady CBE, currently on TV screens as an expert in the BBC’s The Apprentice, will join the one-day event in London on 18th May along with globally-renowned author Seth Godin, appearing via live-satellite link. The event sees a host of experts from throughout the Financial Advice spectrum come together with 500 delegates to drive ideas for positive change and innovation for both advisers and their clients.
With a full line up of leaders and specialists selected from the spectrum of investment and financial advice including Vanguard’s European MD, Sean Hagerty, Fundment CEO, Ola Abdul, Seccl CEO, David Ferguson, Rockwealth’s Tim Horrocks and Tandem’s Paul Cleworth, excitement has been building in the financial advice community.
The event, co-hosted by Robin Wigglesworth, Editor, Financial Times Alphaville and author of Trillions, and Abraham Okusanya, CEO & Founder of Timeline, promises inspiring powerhouse keynotes, insightful peer-to-peer discussions and panel sessions, as well as tech demos and networking opportunities. It will consider how Financial Advisers can deliver positive change in the advice industry for themselves and their clients.
Abraham Okusanya explains: “Adviser 3.0 will show how each of us can bring about positive change by challenging the norm. We’re bringing world-class speakers from outside the industry to inspire and share their experience and ideas of breaking down barriers to drive progress.
Those joining the conference will leave with big ideas and clarity on how to put them into practice. It’s a unique opportunity that is not to be missed and it will also be enjoyable: we’ve even got the UK’s finest Mariachi band joining us!”
The event boasts Vanguard and Fundment as Platinum Partners and Early Bird tickets are now on sale at https://www.timeline.co/adviser3.0
Ola Abdul, CEO of Fundment, said: “We firmly believe 2023 is a year of change for advisers, particularly when it comes to using technology to deliver for clients. This event is a great opportunity for advisers to find out what that change looks like and how they can be a part of it. We’re thrilled to partner with Timeline.”
Karen Richie, MD, Riseden Penn Financial Planning, adds: “Timeline’s events are always fun, informative and insightful, making you really stop and think. You can’t beat their energy and dynamism in delivery and their creative approach to education and collaboration with the financial planning community.”
