Surprise and delight: Rory Sutherland speaks at Fundment HQ
On Wednesday 22 October, Fundment HQ played host to a truly unforgettable gathering: The Adviser Edge, our second in-house live event designed to challenge convention, spark curiosity, and elevate adviser communication.
The day opened with a warm welcome and a clear promise: this wasn’t going to be another industry echo chamber. Instead, attendees were treated to a lineup of speakers who brought sharp insights and a touch of magic (literally).
Rory Sutherland, author of Alchemy, Vice Chairman of Ogilvy, and behavioural economics evangelist, delivered a masterclass in reframing value.
With his signature blend of humour and insight, Rory unpacked the irrational truths behind client decision-making - why perceived simplicity beats technical brilliance, and why trust is built through emotional resonance, not just logic.
Meanwhile, Peter Wozniak, Regional Director, Practice Management, at Dimensional, delved into the world of value and, crucially, advisers’ ability to communicate that value.
With clarity and conviction, he explored how advisers can articulate their worth beyond investment performance - focusing on trust, behavioural coaching, and long-term client outcomes.
Drawing on real-world examples and platform data, Peter made the case for advice as an emotional anchor in uncertain times. His message was simple but powerful: when advisers communicate with empathy, they become indispensable.
Ben Hanlin, magician and broadcaster, brought a burst of energy and surprise to The Adviser Edge.
Blending illusion with insight, he showed how advisers - like performers - can create moments that stick. His session wasn’t just entertaining; it was a lesson in memorability, attention, and emotional impact.
Advisers left inspired to be more engaging, more human, and more unforgettable.
And Mark Polson, founder of the lang cat, delivered a candid, energising take on platform dynamics, regulatory shifts, and what it really means to be adviser-first in today’s market.
Every moment of The Adviser edge was designed to be useful, human, and quietly powerful.
Thank you to all who joined us. If you would like to register your interest in our next event, please do so here.
