IFA Development Network – Effective Communication for Advisers

By IFA DN (Development Network)

Join us on 30 Oct in London for keynotes on storytelling, AI-driven advice, and MDRT insights to sharpen your client communication.

Date and time

Location

Royal Lancaster London

Lancaster Terrace London W2 2TY United Kingdom

Agenda

10:00 AM - 10:15 AM

Introduction & Scene Setting

David Batchelor - Wills & Trusts

10:15 AM - 10:50 AM

Investment Review & Outlook

James Clunie - Tyndall Partnerships

11:00 AM - 12:30 PM

The Power of Storytelling: How IFAs Can Speak So Clients Really Listen

John Young - John Young Media

Former BBC presenter John Young brings the newsroom to the advice world, showing how to cut through noise and build trust with clients using the art of compelling stories.

12:30 PM - 1:10 PM

Lunch

1:15 PM - 2:00 PM

SOFI - AI That Speaks Your Language: Smarter Client Conversations

Stuart Breyer - Mallow Street

Discover how SOFI’s financial advice AI captures, structures, and enhances client meetings, freeing advisers to focus on the human connection.

2:00 PM - 4:00 PM

Lessons from the Top: Insights from the MDRT

David Batchelor - Wills & Trusts

Drawing on his experience at the Million Dollar Round Table, David Batchelor shares the habits, strategies and mindset that set the world’s most successful advisers share.

4:00 PM - 6:00 PM

Closing Remarks / Drinks

Good to know

Highlights

6 hours
In person
Doors at 09:30

About this event

Business • Finance

Welcome to the IFA DN (Development Network) – Effective Communication for Advisers event! Join us for a day of networking, learning, and growth at the Royal Lancaster London. Get ready to connect with industry experts, gain valuable insights, and take your career to the next level. Don't miss this opportunity to evolve your skills and elevate your professional journey. See you there!

Organised by

IFA DN (Development Network)

Followers

--

Events

--

Hosting

--