There are so many conferences about wealth management and financial advice that it’s a wonder any of us who work in this field manage to get any work done! But if there’s one conference I’d recommend that investment professionals attend, it’s BACK2Y.
It’s run by Paul Armson, a former financial planner, who now heads an organisation called Inspiring Advisers. Paul’s view, like mine, is that the profession has lost its way. Too many advisers are just part of the wider investment industry, dancing to the tune of the brokers and fund houses. They’re more interested in flogging financial products than in doing what’s best for the clients they’re supposed to serve.
BACK2Y is refreshingly different. There are no freebies, no sponsors and no product providers selling their wares. The focus is on getting back to basics; on putting the needs of clients first; and on proper financial planning. It’s about helping advisers to identify the value they provide and to communicate it to clients and prospects in a compelling way. Most of all, it’s about helping advisers to deliver that value with absolute belief and integrity.
I was privileged to be asked to speak at last year’s event, which attracted visitors from all the UK, Ireland and continental Europe. What struck me was how positive everybody was about it. So although there are still tickets available for this years’ BACK2Y, at the ICC in Birmingham on Friday 4th March, I’d recommending booking now if you’d like to go.
And if you do plan to be at BACK2Y, or the Nucleus Annual Conference at the Belfry on Thursday 4th February, why not get in touch beforehand? It would be great to meet you.
(Featured image: Bob Hall)
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