If you’ve been to a Verve event before, you’ll know we run quarterly GROW webinars - designed to keep you up to speed on the hottest industry topics. These webinars have quickly become a favourite, thanks to their diverse lineup of speakers in a single, easy-to-join session. But we’ve heard your feedback - you want more interactivity and engagement. So, what better way to make that happen than by taking GROW on tour?

Don’t worry, our online GROW webinars will continue every quarter. But now, with ‘GROW on Tour,’ you’ll also have the chance to connect in person with like-minded professionals, join smaller working groups, and learn not just from expert speakers but from each other - all in a trusted, collaborative environment.

Our partners - Aspen, Vanguard, and Fundment - will provide you with the essential tools to drive better client outcomes while expanding your expertise through dynamic, knowledge-packed sessions focused on best practices.

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What’s the format?

On the day, you’ll be placed into small groups of 15-20 to create a more interactive and engaging experience. Our speakers will rotate through each group, delivering focused 40-minute sessions. This way, you’ll get to take part in every session without having to choose between them. There’ll be ample time during the morning to network with your peers and lunch is on us too!

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Aspen - Retirement Income – Building a scalable CRP

Join us for a hands-on workshop designed for financial advisers, paraplanners, and compliance managers looking to streamline their approach to retirement income planning.

We’ll explore what really matters to clients in retirement - balancing lump sums, ongoing income needs, legacy planning, and longevity. You’ll also gain insights into the latest regulatory framework, including the FCA’s most recent Retirement Income Review.

The session will focus on how to implement a Centralised Retirement Proposition (CRP) that is Simple, Versatile, Reliable, and Repeatable - all while allowing for a more tailored approach to client needs.

We’ll introduce a fresh way to think about retirement income using the three-bucket approach:
💧 Liquidity - Covering short-term expenses
🌟 Lifestyle - Supporting day-to-day living and aspirations
🏛️ Longevity - Ensuring financial security for the long haul

This approach helps mitigate sequencing risk and reduces financial anxiety, giving clients confidence in their retirement strategy. To bring it all to life, we’ll walk through a live case study, demonstrating how a scalable CRP works in practice.

Fundment - The hidden cost of ‘good enough’ - why great advice deserves great execution

‍Sign up to hear Fundment’s expert view on ensuring great advice is well executed, with 4 key actionable takeaways.

Many of us tolerate second-rate technology and service for longer than we should, but there is a better alternative to ‘good enough’  – and the good news is acting can have astounding results!

We'll demonstrate how advisers can combat change resistance with a look forward to tangible, positive results.

• The Apathy Trap: We believe the benefits of changing things up are minimal – are they?
• Beyond the Expected: Examples of where small changes can yield massive, unexpected results.
• The Psychology of Change Resistance: Why we resist beneficial change even when it's in our interests.
• Client Experience: How back-office excellence translates to front-office client contentment.

Join us to discover why ‘good enough’ may be costing you more than you realise, and why great advice truly does deserve great execution.

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Vanguard - Behavioural coaching in investing

Investing is an emotionally charged effort that challenges people to contend with uncertainty and doubt. Behavioural coaching is likely the single most important service advisers can provide to their clients and one of the most impactful drivers of practice outcomes as it strengthens trust between advisers and their clients.

This session delivered by Vanguard, will focus on how embracing the behavioural coaching principles of planning, proactivity, and positivity sets the stage for advisers to deliver effective coaching when the opportunity presents itself in the moments that matter.

It will also highlight Vanguard’s “3A Framework: “Assess, Address, Audit” which provides a comprehensive yet easy-to-follow sequence for addressing client concerns, taking appropriate action, and building trust.

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‍Who’s it for?

·     Financial Advisers

·     Financial Planners

·     Advice Firm Owners

·     Paraplanners

·     Compliance Managers

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‍What does it cost?

In short -nothing!

Thanks to the generous support of our partners, Aspen, Vanguard, and Fundment, there's no cost to attend. However, we do have a cancellation policy: if you book a spot but don’t show up without letting us know in advance, a £50 admin fee will apply.

Spaces are limited, so please only grab a ticket if you’re planning to join us on the day!