The Business of Advice 2026

Following a successful launch last year, The Business of Advice returns for 2026, with an even sharper focus on sharing practical advice which focuses firmly on the realities of running a financial planning firm.

This one-day conference is designed for sole traders, owners, directors and senior leaders who want to strengthen how their businesses operate, grow and serve clients in an increasingly complex and technology-driven environment.


Running a successful advice firm today demands commercial clarity, operational efficiency and the smart use of technology – including AI – to enhance productivity without losing the human connection that defines great advice.


This conference will deliver practical insights and fresh thinking on:

  • running a high-performing advice business
  • using AI and technology to improve efficiency
  • strengthening key operational functions (HR, legal, finance)
  • implementing changes that drive sustainable growth.


Whether you’re a sole trader or leading a growing firm, join us for a day of practical learning and peer discussion and leave with clear actions to strengthen and future-proof your business.

Event Detail

When

Thursday 10 September

08:30-15:40

Where

De Vere Grand Connaught Rooms, London, WC2B 5DA

Testimonials

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