Development
The Ideas Exchange unites a group of high achievers who want to achieve even more. The membership is characterised by an open-minded approach to learning and the belief that useful lessons can be drawn from experts from all walks of life and different disciplines.
On the one hand, members are always interested to learn about new developments and tools that are directly related to the financial planning or wealth management space.
On the other, there is an equal desire to hear about complementary/broader areas of expertise that can also have a part to play in successful business management. For example, topics relating to human resources and team dynamics such as psychology, mental health, social impact or topics that aim to promote ethical and future-proof businesses by addressing subjects like diversity, unconscious bias training, corporate social responsibility and ESG/sustainability themes.
In short, experts from many diverse fields have attended Ideas Exchange breakfasts to educate and inspire members.
Visiting experts tend to deliver their knowledge to the group in the form of a university-style lecture, although other formats are also possible with advance notice.
The key themes of the most recent past meetings are shown below. Collectively the content is industry-leading in professional standards of education.
Recent themes and speakers
- Family Investment Companies – Progeny Tax & Law
- Cyber Escape Room – Met Police
- The Society of Advice
- Growing your business: A personal reflection – Method Grid
- B Corp – governance for 21st century businesses – JUNXION
- Cash Management – Insignis Cash Solutions
- Building high performing virtual teams – Dale Carnegie Training
- How to become a Key Person of Influence - so the best opportunities come to you – Nick Elston
- Operational Risk Mitigation Services – Perform DC
- “Sticky” Probate – Jarrovian Wealth
- Applying Emotional and Behavioural Finance – Applied Emotional Finance
- The power of story – The Business of Stories
- Nextgen Planners (& FSCS levy)
- How to use the power of story to stand out from the crowd and grow your business – Standards International
- Real Drawdown and the risks involved – Timeline
- What do you do? (Elevator pitch type script) – Anand Associates
- The future of the industry – the next 10 years – Foster Denovo
- LinkedIn & Digital Marketing for Financial Planners – Holland Hahn & Wills
- Digitising the client journey - how advisers’ technology needs to evolve to meet customer needs in 2025 – Financial Technology Research Centre
- Open ended questions to determine a clients’ true objectives – Holland Hahn & Wills
- Get strategic if you want to grow – Brett Davidson
- Fees and Costs – Ed Carey
- FCA – What we want to tell each other – Head of the Conduct Specialists Department in Supervision FCA
- Preparing your heirs – the missing 3rd pillar – Generation Next
- The benefits and opportunities of an automated digital client proposition – Advicebridge
- Welcome to Emotional Intelligence a better indicator of career success – Socitm
- Effective Growth Strategies – Rob Stevenson
- How to crack the Tech Stack – Contengo
- Financial Child’s Play – JJFS
- The importance of a good memory – Sancus Retirement Planning
- Recruitment – Options & Experience – Wealth Matters