Future Proofing the Financial Planning Profession.
About this Event
Thinking Differently, Acting Differently: The 3rd FISRI Conference
The financial planning profession stands at a defining crossroads. An expanding advice gap, rapid AI advancement, and persistent talent challenges have converged into a single question of relevance and trust. At the 3rd FISRI Conference, we move beyond technical competence to address the rising expectations of modern clients.
The firms that will endure are those that integrate technical precision with behavioural intelligence and digital fluency into a human-centred model. This event offers a research-led blueprint for future-proofing your practice and our profession. Join us to discover how to build a defensible "moat" around the value of your advice. This is a wholesome practice that technology cannot commoditise and regulation alone cannot create.
It is time to look at our professional identity through a new lens. Join us to think differently and act differently.
Agenda
🕑: 09:30 AM - 10:00 AM
Arrival - Tea, Coffee and Biscuits
🕑: 10:00 AM - 10:15 AM
Welcome and Overview of Day
🕑: 10:15 AM - 10:45 AM
Keynote Panel: Future-Proofing Identity of Advice in a Defining Moment
Host: Moderator: Dr Charles Afriyie, Director of FISRI
Info: The financial planning profession faces a defining moment as an expanding advice gap, rapid technological shifts, and talent challenges converge. This opening session explores how practitioners can move beyond essential technical competence to build a defensible "moat" around the value of advice. This is one that technology cannot commoditise and regulation alone cannot create.
🕑: 10:45 AM - 11:15 AM
Digital Moot for Financial Planning
Info: This session explores the systems and infrastructure that allow professionals to serve more people, more securely, and at a higher quality. We examine how firms can transition from traditional "advice craft" to an AI-augmented operating model where digital systems absorb technical baselines at scale
🕑: 11:15 AM - 11:30 AM
Morning Coffee & Networking Break
🕑: 11:30 AM - 12:15 PM
The Behavioural Moat: Blending Human Insight with Behavioural Tools
Host: Dr Louis Williams - Head of Psychology - Dynamic Planner
Info: This session moves beyond simple rapport-building to treat behavioural intelligence as a core professional skill. We'll explore how planners can combine emotional intelligence with technology and behavioural tools to build a richer understanding of clients, their emotions, biases, and wellbeing. Drawing on behavioural science, we'll examine how this combination forms a defensible "moat" that protects the value of advice.
🕑: 12:15 PM - 01:15 PM
Lunch & Networking
🕑: 01:15 PM - 02:00 PM
The Human-Machine Synthesis: Using AI to Deepen, Not Dilute, Client Trust
Host: Jonny Rayner - Enterprise Solutions Director
Info: Focus: How technology can absorb technical baselines to release planners for deeper emotional and psychological engagement. This session explores the systems and infrastructure that allow professionals to serve more people, more securely, and at a higher quality. We examine how firms can transition from traditional "advice craft" to an AI-augmented operating model with digital systems
🕑: 02:00 PM - 02:30 PM
The Nature of Human Expertise in Financial Planning & Its Future Proofing
Host: Emily Shipp - Psychology of Futures Thinking
Info: The Nature of Human Expertise in Financial Planning and Its Future-Proofing
Explore the unique cognitive and relational skills that underpin the human behavioural moat in financial advisory. Learn why human-centric expertise is vital to the future of planning and how to safeguard its value in a changing market
🕑: 02:30 PM - 02:45 PM
Afternoon Coffee and Networking Break
🕑: 02:45 PM - 03:15 PM
“Are You OK?” Building Resilient Teams in an Emotionally Demanding Profession
Host: Becca timmins - Coach and Facilitator - When We Think
Info: Financial planners help clients navigate some of life's most emotionally charged moments — such as bereavement, divorce, serious illness, and retirement. These milestones do not just require sensitive handling; they are the moments that transform a planner from someone who simply manages money into someone who holds a deeper, more enduring place in a client's life.
However, that depth comes at a cost. Planners often closely know the people they support, meaning they must manage their own emotional responses while providing professional service. The profession rarely acknowledges this emotional toll, let alone prepares teams for it. This session argues that building emotional resilience is not just good for clients — it is essential for preventing burnout and building sustainable teams capable of withstanding both external industry changes and the internal demands of deeply relational work.
🕑: 03:15 PM - 03:45 PM
Adaptive Governance: Resilient Frameworks for Ethical Financial Advice
Host: Mel Holman - Director - Compliance & Training Solutions
Info: Adaptive governance is the bedrock of institutional integrity and professional trust. This session examines how to design robust frameworks that ensure ethical standards remain resilient amid rapid technological and regulatory change. By viewing compliance through the unified prism of all Three Moats—Technical, Behavioural, and Digital—within an adaptable governance framework, attendees will gain practically applicable strategies for dealing with complex regulatory shifts without sacrificing agility. Ultimately, this presentation demonstrates how embedding adaptive principles into daily advice workflows transforms governance from a restrictive barrier into a long-term competitive advantage
🕑: 03:45 PM - 04:00 PM
Closing Remarks
🕑: 04:00 PM - 05:00 PM
After Event Socialisation
Where is it happening?
Event Location & Nearby Stays:
GBP 40.00
