TUESDAY 17 OCTOBER 2023 | ETC.VENUES, 155 BISHOPSGATE LONDON | #MMINTERACTIVE23

Thanks for attending Money Marketing Interactive London

Technology: planning and the business of advice

"The thing's hollow—it goes on forever—and—oh my God—it's full of stars!" Dave Bowman, 2001: A Space Odyssey

Advice businesses already face big challenges around price and value, and regulatory focus on client outcomes isn’t going away anytime soon. Technology has an important part to play in helping make advisers more productive, creating higher profits for firms and improving client experience.

Money Marketing’s flagship conference was held on Tuesday 17 October at etc.venues, 155 Bishopsgate London and was joined by a host of creators, innovators and practitioners from inside and outside the profession to examine the opportunity technology creates for advice firms, as well as some potential risks. Alongside this, there were focused sessions on the impact of tax changes on decumulation and estate planning strategies, platform evolution, consolidation and business integration challenges, and much more.

Money Marketing Interactive is aimed at practising financial advisers and heads of adviser businesses including owners, directors and paraplanners.

Benefit from quality and thought-provoking content delivered by leading expert speakers from across the financial advice profession.

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Be recognised as a thought-leader through association with one of the UK's leading financial advice publications. Get in touch with Mal Shah today.

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2023 HIGHLIGHTS

As always, The MMI event was excellent. A varied day with excellent industry speakers. Thank you.

Lynne Ball Director/Financial Planner Newman Cozens Financial Management

Money Marketing event hosted a good mix of supplier, technical and theory talks, building your business and client outcome workshops. It was nicely pitched with excellent speakers. I'm looking forward to next year's event.

Glen Howe Owner Howe Financial Advisers

Good opportunity to keep up to date with developments and to meet in convivial surroundings.

Roderic Rennison Director Roderic Rennison

This was a go to event with a lot to digest. Especially refreshing to get exposure the views of less widely peddled firms and organisations which might not otherwise have the opportunity to talk to such a wide audience.

Noushin Kananian CEO Noushin Consulting Ltd

The event was perfectly run from start to finish. The food was plentiful and delicious, the speakers and companies were superbly selected and the location was convenient but also a great spot. Each time a conference ended there was an opportunity to grab some snacks and there was treats for everyone. The atmosphere was very welcoming and people were keen to chat and learn, which was fantastic. All of the speakers were happy to answer any questions and chat outside the conferences, offering valuable advice and experience. I couldn't write a bad word.

Ben Judge Trainee Financial Planner Birkett Long

Great variety of speakers, all thought provoking and covering all the current hot topics in the industry. A well put together agenda and not just sponsor led.

Adrian Mackenzie Director Whitings Wealth Management LTD

The event was a fantastic one stop shop to learn about various products and solutions, which is a very productive use of time for a financial planner like me who is taking a day out.

Rohit Rohela Independent Financial Advisor Aegis Financial Planning

Most enjoyable learning experience. It was a well thought out and efficiently run event that provided quality and quantity at the right time and place.

Mark Buck Manager GSI Group

Sponsorship Opportunities

Money Marketing remains the leading information brand for the financial advice profession. Money Marketing Interactive is widely regarded as the event that really gets under the skin of the UK’s IFA market and allows our sponsors to engage with key decision-makers within the profession.

Whether you want to be recognised as a thought leader through association with one of the in-depth workshops or want to take advantage of the networking opportunities available, talk to Mal Shah about the marketing solution that is right for you and your business.

Mal Shah
+44 (0)208 075 8142
mal.shah@moneymarketing.co.uk