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NextWealth Advice Tech Live

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Schedule

· Expo
Meet and greet
Check out the booths in the Expo
2021-01-19T11:30:00Z 2021-01-19T12:00:00Z Europe/London Meet+and+greet https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Networking
Say hello
Meet your fellow participants
2021-01-19T11:30:00Z 2021-01-19T12:00:00Z Europe/London Say+hello https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Welcome
Heather Hopkins Next Wealth
2021-01-19T12:00:00Z 2021-01-19T12:10:00Z Europe/London Welcome https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Panel Discussion: The financial adviser tech stack and making the most of it.
Featuring Adrian Murphy (Murphy Wealth), Jennifer Ellis (Wellington Wealth) and Sarah Lord (Succession Wealth)
Sarah Lord Jennifer Ellis Adrian Murphy
2021-01-19T12:10:00Z 2021-01-19T12:30:00Z Europe/London Panel+Discussion%3A+The+financial+adviser+tech+stack+and+making+the+most+of+it. https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Get the most from your back office system
Top productivity tips from Eileen Murphy (Informed Training) and Kate Holmes (Innovating Advice)
Eileen Murphy Kate Holmes
2021-01-19T12:30:00Z 2021-01-19T12:40:00Z Europe/London Get+the+most+from+your+back+office+system https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Productivity hacks
Alasdair Walker (Handford Aitkenhead and Walker) and Ella Davies (Lift Financial) offer their top tips.
Ella Davies Alasdair Walker
2021-01-19T12:40:00Z 2021-01-19T12:55:00Z Europe/London Productivity+hacks https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Case study: Owning the value chain - building a platform
James Priday
2021-01-19T12:55:00Z 2021-01-19T13:05:00Z Europe/London Case+study%3A+Owning+the+value+chain+-+building+a+platform https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Sponsor demo
2021-01-19T13:05:00Z 2021-01-19T13:15:00Z Europe/London Sponsor+demo https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Break
Stretch your legs, visit the Expo area or just click to try the speed networking experience!
2021-01-19T13:15:00Z 2021-01-19T13:25:00Z Europe/London Break https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Networking
Break: Say hello
2021-01-19T13:15:00Z 2021-01-19T13:25:00Z Europe/London Break%3A+Say+hello https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Expo
Break: Visit the Expo
2021-01-19T13:15:00Z 2021-01-19T13:25:00Z Europe/London Break%3A+Visit+the+Expo https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Customer view: Our focus group's thought on digital engagement
An exclusive opportunity to drop in and hear our focus group’s thoughts on digital engagement
Heather Hopkins Next Wealth
2021-01-19T13:25:00Z 2021-01-19T13:45:00Z Europe/London Customer+view%3A+Our+focus+group%27s+thought+on+digital+engagement https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
How do you use your portal to build a better relationship with your clients?
Join Daniel Harrison and Jamie Sexton from True Potential to discover more
Jamie Sexton Daniel Harrison
2021-01-19T13:45:00Z 2021-01-19T14:00:00Z Europe/London How+do+you+use+your+portal+to+build+a+better+relationship+with+your+clients%3F https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Ask Michael Anything
Michael Kitces
2021-01-19T14:00:00Z 2021-01-19T14:20:00Z Europe/London Ask+Michael+Anything https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Stage
Adviser Tech 2025
Heather Hopkins
2021-01-19T14:20:00Z 2021-01-19T15:00:00Z Europe/London Adviser+Tech+2025 https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Expo
Visit the Expo
2021-01-19T14:30:00Z 2021-01-19T15:00:00Z Europe/London Visit+the+Expo https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)
· Networking
Say hello
Meet somebody
2021-01-19T14:30:00Z 2021-01-19T15:00:00Z Europe/London Say+hello https%3A%2F%2Fhopin.com%2Fevents%2Fnextwealth-advice-tech Hosted virtually on Hopin (link in the description)

Speakers

James Priday

CEO, P1 Investment Management

Sarah Lord

Chief Client Officer, Succession Wealth

Ella Davies

Chartered Financial Planner, LIFT-Financial

Heather Hopkins

NextWealth MD and Event Host

Adrian Murphy

Financial Planner and CEO of Murphy Wealth

Kate Holmes

CFP, Founder of Innovating Advice

Michael Kitces

American financial planner, commentator, speaker, blogger and educator

Jennifer Ellis

Wellington Wealth

Eileen Murphy

Informed Training

Alasdair Walker

Financial Planner and Advice Tech Guru

Next Wealth

NextWealth

Daniel Harrison

True Potential

Jamie Sexton

True Potential

The event is over

Hosted by

NextWealth

Research on the future of wealth, covering adviser tech, financial advice and investment propositions.

Booths

Dynamic Planner

One system for all your financial planning needs.

True Potential

Award-winning financial services technology company trusted by 20% of UK financial advisers.

Moneyhub Enterprise

Powering Financial Wellness through data, intelligence and actionable alerts

Seccl

Custody and investment tech to help you run your own platform

NextWealth

NextWealth is dedicated to helping firms adapt to what’s next in wealth.