Adviser 3.0 is packed with ideas, inspiration and practical insight across six themed stages - and over the coming weeks, we’re giving you an exclusive preview of what’s waiting for you on the day.
First stop: The Vanguard Jungle Island Stage.
Sessions on the stage
Evolving the £1.5m Solo Adviser Machine
Paul Cleworth - Tandem Financial
Paul built a £1.5m revenue advice firm entirely solo - a model many aspire to. Now he’s deliberately evolving it. In this candid session, he shares the real numbers behind the solo model: where it works brilliantly, and where it quietly starts to creak as firms grow.
Building a Scalable, Saleable Advisory Business
Victoria Hicks (Melo) & Verona Kenny (Aberdeen)
What does it really take to build an advice firm that scales without breaking - and creates lasting value? Expect practical insight on business design, technology choices, governance and the partnerships that support sustainable growth.
Don’t Fear Concentration: The Dynamic Beauty of Market Cap Weightings
Sebastian Lewis - Vanguard
A surprisingly small number of companies drive a large share of long-term returns. Sebastian explores why this matters for portfolio construction and how market-cap-weighted investing naturally captures the companies creating the most value.
Calm Growth: How Operations Make or Break the Journey
Frankie Case (Wealth Matters) & Sharon Bray (Jacksons)
Growth feels very different depending on what’s happening behind the scenes. These operations leaders share how thoughtful systems, processes and team design help advice firms scale smoothly - without chaos, burnout or constant firefighting.
Want to know more? Find out about Adviser 3.0 on our website or view the full agenda here.