Progressive Planning 2023

An event 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.

Building on the outstanding feedback from last year this is another opportunity to learn from each other and to network with peers.

Eight outstanding financial planners will be sharing their vision for their practices and clients with the online audience as well as in person in London. There will also be two keynotes and other contributors. Aimed at financial planners and those who support them across technology, marketing, hybrid advice, digital engagement, and beyond.

As per last year, there will again be a Progressive Thinking and Innovation zone in The Vaults enabling delegates to informally engage with progressive service companies and tech providers as part of the day too.

We will also have some surprises and will be announcing the winner of the 2023 Nick Cann Award which is given to an outstanding Progressive Planner. 

All will be topped off with drinks at the end of the day for those who want to continue the networking and build friendships so valued in financial planning.

Again, we are very grateful to Novia for their headline support in bringing this day to financial planners interested in debate, progress and learning together.

Progressive Planning 2023 will also be live streamed on Octo Members app on the day for those who cannot be in London but want to engage with the sessions and progressive thinkers virtually.