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modern ideas.
innovation.
growth & collaboration.
who this is for:
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Young Financial Planners
We want to send a message to the
financial planners of the future
that the profession is moving
forward and that innovation is
very much alive.
CHANGE. will inspire younger
financial planners to continue to
bring financial services into the 21st Century.
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Career Changers
The financial planning profession is well-known for being a welcoming option for second careerists.
Our festival will integrate them as part of the conversation about the future of our profession.
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Ambitious Administrators
For those who are currently administrators and are looking to make the journey across to being a financial planner.
This festival will surround them with the people, ideas and resources that they need to make this journey smooth and enjoyable.
Students
Financial Planning is one of the most rewarding careers available, but the barriers to entry mean that this is lost in translation.
This festival will remove those barriers and share the amazing career opportunities for students and graduates.
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what's going on?
Streams
Throughout the course of the day, we will have a wide range of speakers sharing their wisdom on the following topic areas:
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Future Leaders
Personal Branding
Adaptability
The Tech House
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Hubs
Another brand-new feature for this festival are our all-day Hubs, where our delegates can come together to create something awesome in the following areas:
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Mentoring
Podcast Booth
Community Speed Dating
Keynote Speaker
No fund talks. No traditional old ideas.
Our Keynote Speaker will be someone who can inspire our audience and leave an influence on the financial planning community.
Networking
We have chosen a space for this festival to be somewhere that conversation thrives and ideas bloom.
With new relationships comes collaboration, resulting in long-lasting innovation for our profession.
our speakers:
Tru Powell
Sarah Pennells
Martin Ruskin
Entrepreneur
Consumer Finance Specialist
Financial Planner
Coffee Club Sessions
David Hearne
James Beck
Challenging Client Conversations
Stepping up through life's transitional stages
Plus LOADS more to be announced...
the agenda:
12PM
registration, lunch & networking
1PM
welcome remarks
1:10PM
streams
how to present yourself
tru powell
using ratios in the real world
IBOSS
the cost of living and how this is impacting us all
sarah pennels & clare moffat
career changing into finance
kate evans
1:55PM
break, networking & live music
2:15PM
streams
how do clients find you in a crowding market?
brett davidson & domi sieradzka
thematic ETFs: future of investing
tom bailey - hanETF
completing centralised investment proposition due dilligence
sian davies-cole
Distributed computing and the challenges blockchain technology can solve
matthew buck
2:45PM
break, networking & live music
3:15PM
coffee club sessions OR panel
coffee club sessions:
challenging client conversations
david hearne
communicating crypto as an asset class
gavin brown
client servicing excellence
marlene outrim
stepping up through life's transitional stages
james beck
FOR STUDENTS:
graduate panel
mazars, berry & oak, philippa grocott, FSTP
4:15PM
speed networking (drinks optional)
4:45PM
keynote speaker
can we work together for a better future?
poku banks, warren shute, sarah elson
5:15PM
paraplanners session: stepping up to lead
sasha wakefield & rebecca gow
keynote speaker
what makes a great financial planner?
martin ruskin
5:45PM
live music, networking & street food
6PM
BINGO LINGO
7PM
LIVE DJ - GRAEME PARK
9PM
close
our venue:
Camp & Furnace, Liverpool
Our home for this festival will be the complete opposite of the typical financial services event.
We have pitched up at Camp and Furnace in Liverpool, which is an arty industrial warehouse in a bustling, eclectic part of Liverpool.
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This beautiful venue is the perfect home for a catalyst towards change.
Bar
Great Transport Links
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'Whatever you feel comfortable in' Dress Code
plus...
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Live Music
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Entertainment
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Street Food
tickets.
This festival has been designed to take the financial planning forward and create long-lasting change.
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To extend the change we are creating, this festival will be not-for-profit, and all of the profits from ticket sales will go to good causes.
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This creates Change within and outside of our profession.
£50
per person
our communities...
CHANGE is here to create a more collaborative profession through relationships and group thinking. We are therefore supporting the following communities as part of this:
The Paraplanner Club
The Paraplanner Club is a free mentoring scheme specifically designed with paraplanners in mind. Paraplanners at all stages of their careers can benefit from this initiative, regardless of whether they are just starting out or looking to advance.
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Financial Adviser Mentorship (FAM)
The home for career builders in financial services.
Her Future Bright
A place where women in finance come together... In every episode, Chanelle Pattinson interviews an inspiring woman infinance, on the Her Future Bright Podcast.
They discuss their experiences, achievements, how they are doing thingsdifferently and how they are bringing our profession forward.
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Master Practitioners Club
This Club is for you if you are the ambitious Practice Manager or Operations Director of a small to medium-sized Financial Planning firm based in the UK. You form the bridge between the business owner and the rest of the in-house or outsourced team and yearn, for tried and tested ideas, guidance and mentorship.