** Live Stream tickets are still available, with access to the exclusive group in the Octo Members App ***

A day in London for practitioners by practitioners at The Durham Street Auditorium and Vaults, The RSA, John Adam Street, London. 

We will be exploring the very limits of our great profession.  This event is aimed at financial planners and those who support them across technology, marketing, hybrid advice, digital engagement, and beyond. 

An opportunity to learn from each other and to network with peers.

An opening keynote by Neil Bage of Shaping Wealth followed by a day of unique sessions by planners and practitioners who are pushing the boundaries of what has gone before, across behavioural science, human first advice, digital engagement and retention of clients, hyper-niche value propositions, lessons from B Corp and living your business values and scaling whilst retaining a culture of excellence and experiential financial planning.

Our other great speakers, true leaders in the profession include;

Lee Robertson of Octo will be chairing the day 

• Alan Smith of Capital Asset Management
• Adrian Murphy of Murphy Wealth
• Anthony Villis of First Wealth
• Marlene Outrim of UNIQ Family Wealth
• David MacDonald of The Path
• Tommy Watson of Paradigm Norton
• Tess Lee of moneyinfo chatting hybrid and digital with a planner (tbc)

Finally, a super closing keynote on critical decision-making in pressured situations from Sanjiv Sharma, the Medical Director of the world-renowned Great Ormond Street Hospital for Children. 

A special Innovation zone in The Vaults will enable delegates to informally engage with progressive tech providers as part of the day too.

We will also have some surprises along the way, will be announcing a very special award and all topped off with drinks at the end of the day for those who want to continue the networking and friendship so valued in financial planning.

Early bird tickets are available until the end of July and can be bought for a day at the venue or at a lower-price should you choose to join our live-stream (live-stream attendees will be sent a separate link ahead of the event).

This event is kindly supported by Novia our headline sponsor as they care as much about the future of financial planning as we do.