PA Management Retreat 2024: Last chance to sign up!

Targeted two-day specialist event for owners and directors of advice firms

Professional Adviser
clock • 1 min read
PA Management Retreat 2024: Last chance to sign up!

Professional Adviser is pleased to welcome owners and directors of advice firms to sign up for our Management Retreat…

Building on the success of last year's inaugural event, Professional Adviser's Management Retreat is a better way for owners and directors of financial advice businesses to engage with experts and get the knowledge needed to build and grow their business.

This unique event is packed with content and prime opportunities to network, providing an incredibly productive and engaging experience in a relaxed and informal setting. Thought-provoking sessions, with experts and thought leaders, will equip senior financial advisers with the actionable insights and practical strategies needed to navigate and drive long term success in today's dynamic financial services landscape.

Attend informative sessions as well as time efficient boardroom workshops with leading investment houses including Atlantic House, Baillie Gifford, Benchmark Capital and Orbis Investments.

Network with your peers and the industry experts over dinner at the luxurious Wotton House hotel near Dorking in Surrey. After lunch on day two you will be leaving with fresh and innovative ideas to take your business forward as well as eight hours of continuing professional development!

To view the agenda, click here

To register your place today, please click here

More on Your Business

All the advice firm acquisitions that have taken place in 2024

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 17 May 2024 • 1 min read
To consolidate or not to consolidate: A panel debate

To consolidate or not to consolidate: A panel debate

‘We believe in our ability to be nimble and do the right things for our clients’

Isabel Baxter
clock 17 May 2024 • 3 min read
IFA business owners must nurture culture to boost staff retention

IFA business owners must nurture culture to boost staff retention

Importance of onboarding process should not be underestimated

Jenna Brown
clock 17 May 2024 • 2 min read

In-depth

Women in Financial Advice Awards 2024: All the nominations!

Women in Financial Advice Awards 2024: All the nominations!

More than 1,500 nominations for 792 women from 337 companies

Professional Adviser
clock 08 May 2024 • 21 min read
Addressing the need for fresh talent in the advice industry

Addressing the need for fresh talent in the advice industry

‘Firms must offer compelling reasons for advisers to stay’

Isabel Baxter
clock 01 May 2024 • 9 min read
Juggling two careers: An IFA's journey on and off the basketball court

Juggling two careers: An IFA's journey on and off the basketball court

'Advice and basketball both require teamwork and accountability'

Sahar Nazir
clock 01 May 2024 • 4 min read