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.

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.

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

Info: This session moves beyond simple rapport-building to explore behavioral intelligence as a core professional competency. Participants will examine how the uniquely human capacity to read context and navigate complex psychology forms a defensible "moat" that protects the value of advice. Through applied case studies, we will analyze how planners manage client emotions, biases, and uncertainty across different wealth levels and life stages. We examine instances when technical answers alone are insufficient.

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

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.

Info: Focus: How technology can absorb technical baselines to release planners for deeper emotional and psychological engagement

Info: Explore how planners navigate high-stakes scenarios when technical data alone is insufficient. This session focuses on the intersection of technical precision and human emotion, examining how to manage bias and uncertainty across life stages and wealth levels. Points of discussion to include - Going Beyond Data, Wealth & Wellness, and a Chatham House Dialogue: a peer-led exchange on the limits of technical answers in human-centred advice.

Info: This seminar is a synthesis of the governance and technical moots. We examine how firms can deliver high technical quality efficiently without eroding professional judgement, ethics, or the client experience. We explore the intersection of adaptive governance and technical mastery, focusing on modular service design as a tool for sustainable growth

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Host or Publisher Finance In Society Research Institute (FISRI)