Citywire New Model Adviser® Leadership Summit

Our flagship event is evolving and we want you to be a part of it. Join us for our brand new New Model Adviser Leadership Summit, at the JW Marriott Grosvenor House, London on 30-31 January 2025. 

This is a prime opportunity to join forces with the top tier of the UK’s adviser community to share ideas on business development, discover avenues to further your firm’s story and stay up to date on the latest trends in investment markets. 

With a strong focus on leadership, we will explore the key attributes that define how a strong leader operates including integrity, vision, and the ability to inspire and mentor others. Our distinguished speakers will share their experiences and insights on how to navigate the complexities of financial markets, build trust with clients, and lead teams to excellence.

Learning objectives:

By the end of the event delegates will:

  • Develop and enhance leadership qualities to aid the continued success of your firm.
  • Consider the different ways in which businesses can continue to grow and the resources available to assist this.
  • Gain an insight into a variety of investment solutions and their suitability for client assets.

We will kick off with Peter Anderton, an expert on leadership who will inspire us with how his experiences have shaped his approach, and how failure can sometimes be the best teacher. He will look to identify the ‘dos and don’ts’ of being at the head of a team, and give some top tips on how to clear away the ‘alligators’ who surround leaders, so you can cut through the noise to transform your organisation.

In addition to Peter, and our fascinating workshops, we will be curating two panel sessions. Featuring advisers who are experts in their fields, our discussions will provide advice on two key topics: ‘Business Growth and the Modern Age’ and ‘Next Steps For Your Firm - Advisers Have Their Say’. Come equipped with your questions and ideas for what will be two very productive sessions.

Separating the daytime itineraries will be a delicious dinner and awards ceremony, where hopefuls from this year’s New Model Adviser Top 100 list will wait patiently to see if they will be awarded the prize for top firm in their region. Special guest, Paul Sinha will be on hand to assist with our quiz, bringing people together in a test of wits, skill and collaboration with a variety of different questions to bring out every team members’ capabilities.

Combine all of the above with structured CPD and it really does have all the makings of an event that you do not want to miss out on.

Be a part of Citywire history and let us help you write the next chapter of yours; sign up today!

Best wishes,

Aidan and Jack

AIDAN BANKS-BROOME - OCT 2022 (2)
Aidan Banks-Broome
Audience Development Manager, New Model Advisor
JACK GILBERT - FEB 2022-photoaidcom-cropped
Jack Gilbert
Editor, New Model Advisor
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30
January

12:20-13:20

Registration, kick off lunch and tech and business solutions networking

13:20 - 14:00

Welcome and keynote speaker

14:00 - 14:45

Panel session: Business Growth and the Modern Age

14:50 - 15:20

Workshop 1

15:30 - 16:0

Workshop 2

16:10 - 16:40

Masterclass 3

16:50 - 17:20

Workshop 4

19:00 - 20:00

Networking and drinks reception in the tech and business solutions market place

20:00 - 23:00

Table-planned dinner and audience awards. Quiz with special guest Paul Sinha

31
January

08:00 - 09:15

Breakfast at Leisure

09:15 - 10:15

Panel session: Next Steps For Your Firm – Advisers Have Their Say

10:15 - 10:45

Workshop 5

10:55 - 11:25

Workshop 6

11:35 - 12:05

Workshop 7

12:15 - 12:45

Workshop 8

12:45

Lunch and Goodbyes

Keynote Speaker

Speakers

Panellists

Speakers

Sponsors

Workshops

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