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Introducing Adviser 3.0: Change Agents

By Hana Dickinson 02 Sep 2023
1 min read

With world-class  keynote speakers including Baroness Karren Brady CBE, currently on TV screens as an expert in the BBC’s The Apprentice, and the legendary author Seth Godin - who will be appearing via satellite. There is also a full line up of industry experts including Vanguard’s European MD, Sean Hagerty, Fundment's CEO, Ola Abdul, Seccl's CEO, David Ferguson, Rockwealth’s Tim Horrocks and Tandem’s Paul Cleworth to name but a few.

The event, co-hosted by Robin Wigglesworth, Editor, Financial Times Alphaville and author of Trillions, and Abraham Okusanya, CEO & Founder of Timeline, promises inspiring 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  our conference will come away 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 a house Mariachi band joining us on the day!”

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.”

The event boasts Vanguard and Fundment as Platinum Partners and Early Bird tickets are on sale until the end of February at https://www.timeline.co/adviser3.0 

Book your ticket today!  Back to Event Website

 

Related resources:

Half of Britain's Wealthy Don't Use Financial

By Tom Newbould

Adviser 3.0 The Podcast - SoapBox Ep.8

By Timeline

Adviser 3.0 The Podcast - SoapBox Ep.6

By Timeline

Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.