Not every session at Adviser 3.0 is about sitting back and listening.
At the Morningstar Havana Cabana, it’s time to ditch the headphones, pull up a chair, and get involved.
Think bistro-style tables, interactive workshops, real conversations - and ideas you can actually put into practice, there and then.
Hayley Mitchell
You know what to do. So why is it sometimes hard to follow through? In this highly interactive workshop, Hayley Mitchell helps you uncover the subconscious patterns that show up under pressure - and gives you practical techniques to take confident action when it matters most.
Michelle Hoskin
Great advice starts with truly understanding your clients. Michelle Hoskin brings this to life in a hands-on session exploring the psychology behind client decisions - and how to design a client journey that builds deeper trust and stronger relationships.
Mark Preskett
Markets move. Clients react. This practical session explores how to turn volatility into an advantage - through stronger portfolios and better client conversations that keep people calm, invested and focused on the long term.
Tom Newbould
Marketing works best when it’s simple, clear and consistent. Join Tom Newbould for a practical, interactive session where you’ll explore real examples and walk away with ideas to improve how clients find you, understand you and choose you.
Want to know more? Find out about Adviser 3.0 on our website or view the full agenda here.