The free yearly event - to be held on 25th May 2010 at the National Motorcycle Museum, Birmingham - will be open to clients of 1st – The Exchange and other invited guests. Exploring how technology can help firms free up ‘time for advice’, attendees will be given an insight into the newest comprehensive and integrated solutions available.
The ‘Foundation for Growth’ event will also be used as a platform to reveal exclusive previews and demonstrations of new software and e-commerce services to be launched in the coming months. To support this year’s event the main sponsors will include Just Retirement and financial services research specialists, LIMRA.
In addition to providing valuable time and opportunity for advisers to meet with 1st – The Exchange representatives, key features of the conference will include:
- Panel debate with experts - to consider the key challenges facing advisers when advising on the myriad of investment opportunities at different stages in a clients’ life
- A view of the Adviser Office Product Roadmap
- Sessions showing you how to achieve and maintain accurate data in Adviser Office
- Training on how to maintain and achieve accurate data
- An exploration of the efficiencies and capabilities brought about by use of smart technology and how they can help to embrace the brave new world of CAR
- The chance to meet a number of 1st – The Exchange staff face to face, including support staff, trainers, developers and directors
- Over 20 providers including wrap platforms, investment providers and fund supermarkets
‘Top Ten Most Influential’ Guest Speaker: Professor Scase
As well as addressing important industry topics and concerns throughout the day, attendees will have the chance to listen to one of the world's leading business forecasters – Professor Richard Scase.
Professor Scase was recently voted one of the Top Ten most influential people in Britain on personnel/human resource management issues by Personnel Today magazine. In addition, he is a former winner of the prestigious European Business Speaker of the Year Award and respected authority on leadership, innovation and corporate change.
Many of his writings study the impact of market and socio-demographic trends for the re-invention and renewal of business practices, processes and leadership styles.
David Child, managing director, 1st – The Exchange explains:
“We are really excited to be able to give our clients a preview of what to expect from the 2010 conference. With the support of our sponsors and an excellent guest speaker we are confident that the schedule for the day will excite and engage our attendees and truly get to the heart of adviser issues. We look forward to seeing as many people as possible on the day”
Steve Smith, Berkeley Burke & Co Ltd comments:
“I would recommend all 1st – The Exchange clients attend the annual conference. Delegates can not only learn about new product developments but can save a week’s worth of work talking to providers about update issues with all of them on hand in just one day.”
