Agenda

MMI Leeds 2025 is designed to equip financial advisers with vital insights, practical skills and invaluable networking opportunities to thrive in a rapidly evolving industry. It will provide the tools and connections advisers need to excel in an ever-changing landscape.

The key topics this year include intergenerational wealth planning, with a focus on exploring strategies to effectively engage the next generation of clients. Expert advice on marketing and media relations will highlight ways to build personal brands and enhance visibility within the financial sector.

Regulatory insights will feature an in-depth analysis of the Advice Guidance Boundary Review, examining its impact on pensions and the future of financial advice. Attendees will also gain actionable strategies for client protection amidst the ongoing cost-of-living challenges.

Additionally, discussions will cover leveraging technological advancements to boost efficiency and streamline administrative processes. The agenda concludes with success stories and practical guidance on growing and scaling independent advice firms, shared by industry leaders.

Please hover over the titles or click through to find out more about each session.