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X-WR-CALDESC:Events for The Lime Street Guide
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DTSTART;TZID=Europe/London:20261201T130000
DTEND;TZID=Europe/London:20261201T134500
DTSTAMP:20260929T004605
CREATED:20260928T162615Z
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UID:92311-1796130000-1796132700@www.limestreetguide.com
SUMMARY:Webinar: Advice in an age of change 2026 - Clients\, technology and the firm of the future
DESCRIPTION:Webinar: Advice in an age of change 2026 – Clients\, technology and the firm of the future\n\n\n\n\nIn this IIL financial planning webinar\, Dominic McLoughney charts his journey from reluctant recruit at his family’s firm to leading a Chartered financial planning business\, sharing what two decades of accelerating change in financial services can teach anyone building a career in the profession. \nDominic McLoughney joined his parents’ financial services firm at 23\, shortly after a departing business partner had walked out with much of its client bank. What began as a rescue mission became a career: Chartered Financial Planner at 28\, Fellow of the Personal Finance Society\, Chartered Financial Planner of the Year in 2025\, and today Director of a group spanning Becketts FS\, Becketts Connect and Becketts Wealth. \nIn this webinar\, Dominic sets that story against the backdrop of a profession transformed\, from the commission-led sales culture of the 2000s\, through the shift to fee-based advice and the RDR\, to today’s world of Consumer Duty and AI. The pace of change keeps increasing\, and Dominic argues that broad skills\, deep qualifications and genuine client relationships are the surest hedge against it. Along the way\, he shares candid lessons from the front line: a first client meeting that went as badly as one can\, managing an old-school legacy team as a self-described ‘baby-faced kid’\, how the firm utilises AI to make itself leaner\, and what changes and what doesn’t —when you step back from advising clients to lead the firm. \nLearning objectives\n\nUnderstand how the financial planning profession has evolved\, from commission-led sales to fee-based\, Chartered\, technology-enabled advice\, and how firms can stay ahead of the accelerating pace of change\nRecognise why professional qualifications\, broad skills and Chartered status remain the strongest competitive advantage for an individual adviser\nIdentify practical approaches to building a modern advice firm: focusing on client outcomes\, growing repeat and referral business\, adopting AI selectively\, and managing the transition from adviser to business leader\n\nChair: Alina Paula Burlacu\, Director\, AB Personal Performance Coaching \n\n\n\n\n\n\n\n\n\n\nBooking information\n\n\n\n\n\n\n\n\n\nYou will be sent a confirmation email shortly after booking. If you have not received this within one hour\, please contact Patricia Pedraza (020 7397 3911). \nTo view our image and video capture consent statement\, please click here. \n\n\n\n\n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		Visit Event Website
URL:https://www.limestreetguide.com/event/webinar-advice-in-an-age-of-change-2026-clients-technology-and-the-firm-of-the-future/
LOCATION:Online
CATEGORIES:Online,Education & Training,CPD Certified
ATTACH;FMTTYPE=image/png:https://www.limestreetguide.com/wp-content/uploads/2026/03/insurance-institute-of-london-logo.png
ORGANIZER;CN="The%20Insurance%20Institute%20of%20London%20%28IIL%29":MAILTO:Iil.london@cii.co.uk
GEO:51.533166;-0.130418
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