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Brooks Macdonald announces sixth year of Adviser Academies

Brooks Macdonald is running 11 Adviser Academy events around the country from April to May 2018.

The firm says it has based the content for this year’s series of events on the feedback from over 500 attendees in 2017, and has brought together a range of influential speakers to focus on the topics which are most important to the adviser community: time, efficiency and regulation.

There are five keynote speakers:

Edward Park, director, Investment Committee, Brooks Macdonald, who will speak on capturing equity gains whilst protecting portfolios. He will explore themes that can benefit from economic growth as well as areas that can provide returns to portfolios if markets correct.

Nigel Barker-Smith and Justin King, owners of small but profitable financial planning firms, will explain why they believe Life Planning is the most important element of the financial advice process. Tips will be given on how to help clients understand what is important to them and also to inspire them to take action.

JP Morgan, will provide market Insights, with data and commentary on global markets to inform conversations with clients.

The team from moneyinfo will tackle GDPR, explaining how the implementation of a digital strategy can demonstrate commitment to protecting personal data, and help comply with GDPR while removing significant cost from a business. It will be a practical demonstration of how ‘going digital’ can improve the efficiency of adviser businesses whilst protecting their existing IT investment.

AND, Cassie Footman, coach and international speaker, will talk about the four fundamentals that are critical to business success.

The events are eligible for CPD.

The dates and venues of the events are:

Oulton Hall, Leeds

Tuesday, 24 April 2018

Southampton Harbour Hotel

Thursday, 26 April 2018

Woodbury Park, Exeter

Tuesday, 1 May 2018

The Kendleshire, Bristol

Wednesday, 2 May 2018

Merchant Taylors’ Hall, London

Thursday, 3 May 2018

Royal College of Physicians, Edinburgh

Wednesday, 9 May 2018

Blythswood Square Hotel, Glasgow

Thursday, 10 May 2018

Forest of Arden, Midlands

Wednesday, 16 May 2018

Leeds Castle, Maidstone

Thursday, 17 May 2018

Miskin Manor Hotel, Wales

Tuesday, 22 May 2018

Midland Hotel, Manchester

Wednesday, 23 May 2018

For further details and to register click HERE:

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