Ted Bailey at Dealer’s Group has booked me to speak at his upcoming Wrap Users & Smart Technology 2008 Conference. I guess he read my review of the last Dealer’s Group gig and decided to see if I could do any better, or hang myself in the process! My own fault I suppose, but there again, these opportunities don’t come around that often, so it would’ve been churlish to refuse (and my ego wouldn’t let me anyway). I also get in for free this time.
So I’ll be in Leeds (16th June), London (19th June), and Glasgow (23rd June) talking about some of the directions that financial services are being taken in the USA as a result of technology. I plan on covering sales & delivery of commoditised advice, how planning tools providers are building powerful franchises, the threats to the traditional advice model posed by the parallel rise of the internet and self-directed individuals, and finally the emerging opportunities being seized on by pioneering advisers as a result of those threats.
More details on the conference can be found here.
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