The real challenge is execution. The firms most likely to close the gap between ambition and reality won ' t necessarily be those with the biggest technology budgets or the most ambitious growth targets.
They ' ll be those that redesign how work gets done, make better use of data, integrate compliance into their operating model and create more time for advisers to do what only advisers can do: build trusted client relationships.
These are the issues at the heart of this year ' s Owen James Festival of Finance, which has been designed to move the conversation beyond theory and into practical action, with debates, workshops and peer-led discussions focused on helping firms turn ambition into sustainable growth.
Ultimately, closing the growth gap won ' t be achieved through bigger ambitions alone. It will come from building businesses that are designed to deliver them.
The Owen James Festival of Finance on 29 September at the Birmingham Repertory Theatre, is designed as a high energy festival, rather than a traditional conference. The event will bring together 500 senior advisers, planners, and wealth managers for a day of insights, CPD learning, strategic dialogue, peer-to-peer collaboration and meaningful commercial engagement, all wrapped up in a modern, festival style experience.
Senior leaders within threesixty client firms can benefit from complimentary access( usually £ 114) to the Owen James Festival of Finance. Enter code‘ TSVIP’ on the order summary page.
For more information and to register for the Festival of Finance, click here.
16 | The Adviser Online