Illuminate live May 2018
Be inspired, informed and better connected
"The best and most useful CPD session currently available. I cannot recommend
them highly enough!"
James Evans, Active Investment Managers Ltd
May 2018 speakers
Inbound engagement - content marketing in a post GDPR world.
Jon founded ClientsFirst in 2010, having previously worked in both plc and SMEs. Having started in what he describes as a ‘broom cupboard’, Jon has grown ClientsFirst from the ground up and continues to take an active role in both our own marketing and that of our clients, as well as setting the strategic direction of the business. Jon’s most difficult ‘management’ task away from the office is keeping three young offspring busy but, when he’s not doing this or anything related to ClientsFirst, he heads out into the great outdoors, with tennis, golf and running the occasional half-marathon amongst his hobbies.
Past, present and furure: The legacy and opportunity of diversity.
Suzy is an experienced and energetic executive with two decades of experience delivering bold changes for progression global organisations. Her background ranges from the development of market-leading inclusion & diversity, employee engagement and leadership initiatives to design and delivery of sales & marketing effectiveness, major IT systems upgrade, new product launches and organisational mergers.
Prior to creating The Red Plate, Suzy worked at Accenture and led the strategy and implementation of some of the most progressive inclusion and diversity, employee engagement and talent initiatives in the UK. The programmes under Suzy's leadership have achieved national recognition including Stonewall #1 on the Workplace Equality Index, Top Ten rankings from BITC for Race and Gender, and Top Ten in the Business Disability Forum Index.
Outside of work, Suzy lives in south London with her daughters Lydia and Ayla, and husband Anthony. Suzy is an avid beach volleyball player, yoga practitioner, lover of gardening and the great outdoors.
Your brain on money: The 'how to' guide on creating extraordinary financial planning with behavioural money coaching
Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004.
Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser. She has won several awards for her examination achievements.
She is a member of the Society for Later Life Advisers, and specialises in this area of advising clients in later life, including in relation to care fees planning and providing advice to those acting under powers of attorney.
She is also an Affiliate member of the Society for Trust and Estate Practitioners, (STEP) having achieved in 2011 a STEP Excellence Award for her top mark in the country in the STEP Certificate for Financial Services (Trusts and Estate Planning).
Hayley reached the pinnacle of her achievements so far in November 2012 by winning the prestigious Chartered Financial Planner of the Year award.
Most recently, Hayley has trained as a Certified Money Coach (CMC)® with the Money Coaching Institute. One of the few advisers in the UK to also be trained as a behavioural money coach, Hayley is able to bring a new dimension to her financial advice work, as well as providing stand alone money coaching sessions for those who wish to understand the psychological dimension of their own relationship to - and patterns over - money.
In her spare time Hayley enjoys yoga and meditation as well as playing tennis and the piano (both badly!). She also loves to read and is always curious to learn something new.
Your adviser proposition on technology - what could possibly go wrong?
A dedicated, passionate and highly professional individual with over twenty years experience in financial services and leading teams to increase performance and managing change programs.
Proficient in a number of areas including; Training, Business Transformation Consultancy, Account Management, Sales, Marketing, Support and Customer Service Management positions within the financial services technology sector. Founder and business owner of Jigsaw Tree Limited working with technology companies, platforms, networks and IFA firms delivering value-added services.
Dates, venues and agenda
67 Hope Street,
1 Wharfside Street,
etc.venues, St Paul's,
|Delegates will be split into four groups and attend each workshop in turn.|
|3pm||Finish and drinks|
In an industry that never stands still it's critical that you're always one step ahead. But in today's market there are very few events that solely focus on financial planning and practice management, and how to deliver better outcomes for clients. So how do you keep up with business development ideas, thought leadership and CPD without wasting time out of the office? Illuminate live combines all three.
Twice a year Illuminate online takes to the road, touring four venues around the country to deliver in-depth workshops delivered by independent subject matter experts in four key areas of practice development. From succession planning, compliance, tax and technical, marketing, networking and influencing, social media and coaching.
Up to 4 hours accredited CPD
Each illuminate live day is free and provides four hours of CPD points. You'll leave feeling inspired, full of fresh ideas, and ready to tackle your own business challenges in creative and innovative ways. You'll also spend the day rubbing shoulders with other Nucleus users from your area. And there's always pretty good free lunch.