About this Event
Welcome to the IFA Development Network – Client Behaviour, Risk, and the Future of Advice event!
Join us for a day of networking, learning, and growth at the Royal Lancaster London.
Get ready to connect with industry experts, gain valuable insights, and take your career to the next level.
Don't miss this opportunity to evolve your skills and elevate your professional journey.
See you there!
Agenda
🕑: 10:00 AM - 10:15 AM
Introduction & Scene Setting
Host: David Batchelor - Wills & Trusts
🕑: 10:15 AM - 10:50 AM
Investment Review & Outlook
Host: James Sullivan - Tyndall Partnerships
🕑: 11:00 AM - 12:00 PM
Client Behaviour and Risk. What Advisers Need to Understand
Host: Dr Greg Davies - Oxford Risk
Info: Dr Greg Davies of Oxford Risk explores the behavioural psychology behind client risk tolerance, capacity for loss, and decision making under uncertainty. Practical insights to help advisers have better risk conversations and improve long term client outcomes.
🕑: 12:00 PM - 01:00 PM
Lunch
🕑: 01:00 PM - 04:00 PM
What Got You Here Won’t Get You There
Host: David Batchelor - Wills & Trusts
Info: A practical session exploring the four types of IFA practice and the key shifts needed to thrive in the future.
David Batchelor will share his framework, then guide the group through discussion and clear action planning for what comes next.
🕑: 04:00 PM - 06:00 PM
Closing Remarks / Drinks
Event Venue & Nearby Stays
Royal Lancaster London, Lancaster Terrace, London, United Kingdom
GBP 0.00
