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This year's theme - Reframing the future of financial advice and wealth management - sets the stage for a programme that blends global insights with practical, actionable strategies for South African advisors.
Join us online for this event, where you will hear from a variety of local and international speakers, including:
- Carla Venter from Money with Carla. One of SA’s largest finfluencers.
- Caroline Deutsch from SEI Financial Services, who will share their latest research on financial advisor acquisitions in the UK.
- James Rainbow, the CEO of St James’s Place Wealth Management – one of the largest advice-led wealth management firms in the UK.
- Top Ireland and UK financial advisors, sharing their experience and insights on succession planning and scaling businesses.
- Leading SA financial advisors sharing their insights on ethics, building a successful practice, digital innovation and heightened competition.
- Leading advice networks, discussing how technology is evolving practices, how to reinvent your business under industry challenges and building “alpha’ in a digital age.
From cross-border best practices to technology-driven efficiencies, ethical partnerships, and the human edge in a digital world, our sessions will inspire you to look beyond benchmarks and rethink how you deliver lasting value to your clients.
This virtual event will allow delegates to watch the content live or on-demand for 30 days after the live streaming of the event. Register now to secure your seat!
Ticket price: R750.00 including VAT
Register online
View the full agenda, speaker line-up and register for the virtual content at www.financialplanning-summit.co.za
If you require assistance, please feel free to contact us via email at [email protected] or call us on 087 898 5490
Kind regards,
The Financial Planning Summit Team
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