Renowned author of Key Person of Influence, entrepreneur

When you first meet a prospective client, how do you introduce yourself, and what do you say about your business?

In Daniel’s session, he shared insights on how to stand out in a noisy market through powerful pitching and building an online presence.

He discussed how to turn this activity into a rhythm of sales results.

About Daniel…

Daniel Priestley is a serial entrepreneur who has built and sold several successful businesses and written five books on starting and scaling businesses.

He is the founder of Dent Global, an accelerator and venture studio with offices in the UK, Australia and Canada.

He’s the co-founder of ScoreApp, AI powered marketing software with clients in over 150 countries. 

Daniel has won entrepreneur of the year and scale up of the year awards and regularly gives talks for growing businesses.

Co-founder of Shaping Wealth

Financial planners do more than deliver plans, they help clients navigate life and some of its biggest transitions. But change is hard, and many clients hesitate, resist, or struggle to take action.  

In his session, Shaping Wealth’s Neil Bage reimagined the planner’s role as a true client ‘Guide’ and shared a practical framework to understand where clients are in their change journey.

Attendees discovered how to recognise hesitation, strengthen motivation, and use simple yet powerful techniques to elevate financial advice into meaningful action. 

About Neil…

Neil Bage is a specialist on the sub-conscious behaviours that drive our decisions and is renowned for bridging complex scientific theory with real-world application.

He has served as a Chief Behavioural Officer in the UK and was the founder and CEO of a multi-award-winning behavioural technology business. Shaping Wealth – where Neil is co-founder – is a learning technology platform transforming the human experience of money.

aka ‘The Rowing Marine’

Lee’s story isn’t about heroism—it’s about the extraordinary potential within ordinary people.

Through Lee’s journey from catastrophic injury to record-breaking ocean rows, he revealed how financial advisers can transform practice limitations into competitive advantages.

Lee described how the same mindset that powered him across the Atlantic can help financial advisers inspire clients through uncertainty, and achieve practice growth others believe impossible.

About Lee…

Born in Dagenham, made in The Royal Marines.

Lee was a serving Royal Marines Commando for 24 years. After coming through three operational tours of Afghanistan unscathed, Lee lost his right leg in astonishing circumstances.

Today, he is the world’s only physically disabled person to hold the world record in an endurance event - and his adventures are far from over.

Head of client communications, EMEA & VP at Dimensional

How do you coach successful investing in uncertain times?

Advisers have a profound role to play when markets and world events are in a state of unrest.

In his session, David examined common investor mindsets, and charted a course to improve their thoughts, actions and trust through effective communication.

About David…

David Swanwick works with advisory practices across the EMEA region and globally to aid the delivery of consistent and successful experiences to their clients.

He helps firms achieve their potential through analysis and application of proven practice management and client communication techniques.

In addition, David leads the strategy and design for all of Dimensional’s EMEA conferences and events as well as the annual strategic benchmarking study, investor survey and study group programmes for financial advisers.