23/09/2026
✨ What a day!
Yesterday, we brought our advisers together for our latest Adviser Roadshow at The Midland Hotel in Manchester – and what a setting to spend the day in!
The day centred around Conversational Fact Finding, with Robyn Allen and Ian Boardman from The Openwork Partnership leading an engaging session. A huge thank you to you both! 👏
It was a fantastic opportunity to refresh knowledge, explore new perspectives and think about different ways to engage with clients. Most importantly, it got everyone thinking, sharing experiences and learning from one another.
Seeing the room full of advisers, all coming together, sharing ideas and having those conversations is exactly what these days are about.
💡 A few key takeaways from the day:
- Understand the goal - then align the advice to the client.
- Ask. Listen. Understand.
- You must be comfortable being uncomfortable sometimes
- Be aware of bias
- Ask the right questions and you can change the direction of the conversation.
And our favourite quote of the day:
“It isn’t that they can’t see the solution. It is that they can’t see the problem.”
The advisers also took part in an interactive activity designed to really get them thinking about the questions they ask, how they ask them, and the impact this can have on a client conversation.
A huge thank you to everyone who joined us. It was brilliant to see so many of you in the room, and we’re already looking forward to the next one!
And a special shoutout to Jane, Simon and Shannon for all the work that went into organising the day - what a team! 💙
