For adviser use only
Annual strategy event
4 February 2016
The Belfry, Lichfield Rd, Wishaw, Sutton Coldfield,
West Midlands B76 9PR
This year’s speakers
I'd like to invite you to our
2016 annual strategy event.
I've always believed our
greatest strength is the
participation of our users
so I'd really love to see
as many of you there as
possible.
We have a number of exciting new
developments planned for 2016 that
we’d like to share with you.
While there continues to be much
uncertainty, change and disturbance
in the market this is not a time to be
holding back and we plan to capitalise
on the investment made over the last
two years to accelerate our plans and
invest more than ever in the platform.
I know your time is valuable but I'm
pretty certain that we have our strongest
line up of speakers ever which is why
I'd encourage you to sign up as early as
you can.
Please register today by clicking
here or contact Nichola or Sarah at
[email protected] for more
information.
Look forward to seeing you there.
David Ferguson
Founder and CEO
Carl Richards
Carl Richards is a certified financial planner
and the director of investor education for
the BAM Alliance, a community of over 130
independent wealth management firms
throughout the United States. He is the
creator of the weekly Sketch Guy column in
The New York Times, and is a columnist for
Morningstar Advisor. Carl has also been
featured on Marketplace Money, Oprah.
com and Forbes.com. In addition, Carl has
become a frequent keynote speaker at
financial planning conferences and visual
learning events around the world.
This year Carl is going to talk – and sketch
– about the value of a real adviser in a
world currently obsessed with robots. Carl
will address the dialogue advisers should
be having with their clients and internally
about their value. This is likely to be a highly
interactive session this year so be sure to
bring your questions.
Richard Sheridan
Richard Sheridan is the CEO of Menlo
Innovations in Michigan. From kid
programmer in 1971 to Forbes cover story in
2003, Joy, Inc. author Richard Sheridan (U-M
grad BS Computer Science ‘80, MS Computer
Engineering ‘82) has never shied from
challenges, opportunities nor the limelight.
While his focus has always been around
technology, his passion is actually process,
teamwork and organisational design, with
one inordinately popular goal: the Business
Value of Joy!
Richard will talk about the business value
of joy and how creating joy within an
organisation can produce fundamentally
better results – especially on the bottom line.
Michelle Cracknell
Michelle was appointed as chief executive of
The Pensions Advisory Service in 2013.
She started her career as a pensions consultant,
qualifying as a Pensions Actuary in 1997.
Michelle is going to join us to talk about
the retirement reforms one year on.
Michelle will look at what’s changed from a
consumer perspective, trends emerging and
implications for the adviser community.
Brett Davidson
Brett is chief executive of FP Advance and
is recognised as one of the top consultants
to advisers in the UK. Professional Adviser
magazine has rated Brett one of the Top
50 Most Influential people in UK financial
services on three occasions.
This year Brett will take an in-depth look at
exit planning, whether you intend to sell, stay
forever or create internal succession and how
you ensure continuity of client experience
throughout.
Neil Bage
Neil Bage is the founder of Suitable
Strategies, a financial behaviour specialist
firm. Neil has worked with companies from
across industries, helping them create and
deliver consumer-focused strategies.
Neil will talk about the psychology of decision
making in our industry. He will provide an
overview of the behaviour-led tests that
Suitable Strategies have been developing, that
aim to make decision making safer for both
consumers and our industry. He’ll also be
bringing a sprinkle of magic to this year’s event.
For adviser use only
Annual strategy event
Agenda
Some comments from last year’s event
10.00am Registration and coffee
10.45am Mike Seddon, Grayside Financial Services,
Chairman of the Nucleus Advisory Board,
Welcome
10.55am David Ferguson, Nucleus,
CEO update
11.05am Doug Heron, Nucleus,
Financial update
"I am amazed that this year was every bit as good
as last year. God only knows what you will have
up your sleeve for next year. It is the most valuable,
informative and enjoyable day in my annual calendar.
Thank you."
David Dixon, Ebor Asset Management
11.15am Andrew Smith and John Walls, Nucleus,
Development plans
11.40am Michelle Cracknell, CEO, The Pensions
Advisory Service,
Retirement reforms one year on
“It was the best conference I
have attended in my now many
substantial years with Nucleus.
If we repeat the same next year
I would be more than happy.”
John Simpson, Smith & Pinching
12.15pm Lunch
1.15pm Neil Bage, Founder, Suitable strategies,
The illusion of choice
2.00pm Brett Davidson, CEO, FP Advance,
Succession planning
2.45pm Richard Sheridan, CEO, Menlo Innovations,
The business value of joy
3.50pm Coffee
4.20pm Carl Richards, Behavior Gap,
The value of a real adviser
“Overall an excellent day. One of the best I’ve been on.”
Paul Davidson, Strategic Vision Wealth
5.20pm David Ferguson, Nucleus,
Strategy and the year ahead
5.45pm Close
Book now
Delegate rates
The Belfry
Please click here to book
your place or contact
Nichola or Sarah at
[email protected].
Day only – no charge
Lichfield Rd, Wishaw, Sutton Coldfield,
West Midlands B76 9PR
nucleusfinancial.com Bed and breakfast Thursday 4 February –
£100 per person
0131 226 9600 [email protected] @nucleuswrap
Nucleus Financial Services Limited (firm number 456117) is authorised and regulated by the Financial Conduct Authority 0056EV.01