Reaching the regions: our advice mission for 2019

We are travelling to all four corners of the UK to speak to advisers this year. Here is a selection of some the great events in 2019 from NMA, the PFS and CISI

The On the Road mission statement

New Model Adviser® would be nothing without the brilliant IFAs across the UK who add so much character to our magazine and events.

The On the Road team looks to capture this as much as possible, catching trains, planes, and even hovercrafts to speak to the business owners and planners who are driving the profession forward.

We like to hear about your initiatives, charity work, the next generation of advisers, and all of the great work you do for clients.

Get in touch if you would like to share your thoughts on advice, or if you would like to feature in the magazine.

You can see the top advice events we have planned for this year here. 

The On the Road mission statement

New Model Adviser® would be nothing without the brilliant IFAs across the UK who add so much character to our magazine and events.

The On the Road team looks to capture this as much as possible, catching trains, planes, and even hovercrafts to speak to the business owners and planners who are driving the profession forward.

We like to hear about your initiatives, charity work, the next generation of advisers, and all of the great work you do for clients.

Get in touch if you would like to share your thoughts on advice, or if you would like to feature in the magazine.

You can see the top advice events we have planned for this year here. 

Ashley Thomas-Walsh, Audience development executive

Joining the On the Road team straight from university in 2017, I have had the great pleasure of meeting a number of advisers all over the UK and at our Citywire events.

As the youngest in the team, I enjoy meeting fellow young professionals and trainee advisers to talk about how they got into the profession and how they are making their mark.

I am also halfway through my diploma in financial planning, in the hope of furthering my understanding of the profession.
Personally, I always have time to talk about football, and the team and I always want to hear about fun things to do in your area, as we often stay for a couple of days.

Ian Horne, head of audience development

I head up the On the Road team and have spent the past four-and-a-half years hearing gripes about the Financial Conduct Authority, regulation, the ombudsman, the weather, and even the local traffic.

Have I gone mad yet? Believe it or not, my answer is no. It has actually been a lot of fun, and for all the grumbles, I have found the advice community to be innovative, thoughtful, committed and entertaining.

I am always keen to hear about how people are improving the profession, and also how they are evolving their businesses and client propositions. Get in touch if you would like to talk about your business, or feature on one of the On the Road pages.

Bhavna Koli, audience development executive

A particular interest of mine is to speak to and meet as many female advisers as I can. With the notable skew in the profession, I am keen to find out what we can all do to promote diversity.

I also want to hear how firms are building technology into their businesses and how they look to evolve alongside the next generation of advisers to stay current and unique.

I have spent the past two years meeting with and profiling many wonderful professionals from Aberdeen to Exeter and have sated my passion for food at every culinary stop along the way. I have met advisers at meetings, Citywire events and at New Model Adviser®’s networking drinks, which I arrange regularly in many cities.

Ollie Smith, online producer

Timely research from the Chartered Institute for Securities & Investment in December last year suggested the unique pressures faced by those working in asset management are perhaps not being handled quite as well as they might.

In a survey of people working in financial services, only 46% of respondents said they would feel confident about talking to their manager about mental ill health. At our Citywire South West and Citywire South East events in April and May, we want to hear your views on this. We will be holding sessions that will give advisers the chance to have their say.

What lessons can smaller businesses with small budgets learn from bigger ones with human resources clout? Can financial planners and life coaches set an example to bigger firms when they deal with very personal problems? And what can we all do to make sure we know what to do if a friend, colleague or even a superior is going through a bad time?

This session will attempt to answer those questions, and hopefully inspire in you a renewed determination to make financial advice a better place to work.

Will Robins, editor

How do we tackle problems facing advice businesses? How do we help advisers do their jobs and develop their careers? And how can we help IFAs tackle the important, sometimes complex and emotionally charged issues facing clients?

Talking to advisers about these questions often leads to talking about the various hats our readers wear within businesses. Are you a tax planner? Investment committee member? Paraplanner? Compliance officer? The list goes on. And the more we talk, the more we learn and the more we can communicate back to others.

I can imagine someone working at an advice firm thinking: is this how everyone does it? Do other advisers have to deal with these problems, or just us?

While some advisers may man the regional city outpost of a national giant, others work at a five-person firm in a remote community. While some need only walk down a busy high streets to have a friendly chat with a competitor, others might be the only IFA for miles.

A problem aired is a problem shared, you could say. But there is also plenty to shout about too. I have been at New Model Adviser® for nine years and I can tell you, when members of the profession rally around a cause it can be a force to be reckoned with.

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