An EXCLUSIVE Networking Event

The Devising Centre.

Inspired by members from The Harvard Club who, over dinner, would hold a ‘devising centre’, to discuss some of the most pressing, global challenges they were facing at that time, The Verve Group are hosting the first of an exclusive series of networking events, bringing together the leaders of the UK’s largest and most progressive financial advisory firms to discuss some key topics and challenges within the market.

The focus from the Harvard dinners was simple; in light of the particular issue they were focusing on at that time, each person was to leave the dinner with the answer to the following question:

“What can I do tomorrow morning that can help take us forward?”

  • A super practical approach.

  • A space to discuss key topics with peers.

  • And a chance to come away with action to drive your business forward.

Join us for the first of these exclusive events.

There is no fee to attend and participation is by invite only. To register, or decline, please use the button below.

Join us
 
 

25th June 2024 | Central London

Why should i attend?

Collaboration and thought leadership are vital to the ongoing development of any industry and we know how much the leaders of advice firms benefit from peer-to-peer conversations.   

Sharing ideas and frustrations with those facing similar issues can often spark inspiration for resolving your own challenges.  

This will be an exclusive event of no more than 20 delegates from the UK’s leading advisory firms.   

To allow everyone to be able to freely share and benefit from the day, Chatham House rules apply. 

Who are we?

The Verve Group is the UK’s leading adviser support services provider working with over 300 firms and 1,500 advisers across the countryOur ethos is to be at the forefront of change and progression within financial services and we know that collaboration is key to this.  

The event will be hosted by Cathi Harrsion and Kim Binks, click below to find out more about them.

Meet cathi Meet Kim

Agenda

12:30 - 13:00 | Welcome & Introduction

Welcome from Cathi & Kim and an introduction of key topics, including:

  • Handling the annual review burden
  • Ongoing servicing and the SJP debate
  • The never-ending Consumer Duty
  • Finding, training and retaining staff
  • The debacle of finance tech
13:00 - 14:30 | Lunch

Lunch and an opportunity to chat with peers about the key themes and share ideas.

14:30 - 15:15 | Ideas Forum

Ideas forum discussing the key ideas and findings from conversations over lunch.

15:30 - 16:00 | The Devising Centre

Create your action for tomorrow.

Can’t make this one?

Register your interest for the next one by clicking below.

Register your interest
 
 

15th October 2024 | Central Edinburgh