The Adviser’s Edge
Live at Fundment
Hear from world-class speakers on how to master change, influence and adversity
An exclusive event for advice professionals
When
09:30am-4.00pm
Wednesday 4 June 2025
Where
Fundment HQ
Berners Street, London
In today’s evolving financial landscape, the key to thriving lies not just in what you know, but in how effectively you navigate change, influence clients and your teams, and overcome obstacles.
An Extraordinary Lineup of Speakers…
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Daniel Priestley
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 this session, Daniel will share insights on how to stand out in a noisy market through powerful pitching and building an online presence.
He will discuss 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. -
Neil Bage
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 this session, Shaping Wealth’s Neil Bage reimagines the planner’s role as a true client ‘Guide’ and shares a practical framework to understand where clients are in their change journey.
You’ll discover 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.
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Lee Spencer
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’ll reveal how financial advisers can transform practice limitations into competitive advantages.
Discover how the same mindset that powered Lee 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 (Editor’s note: we recommend joining us for The Adviser’s Edge to hear all about it).
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.
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David Swanwick
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 this session, David examines common investor mindsets, and charts 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.
What to expect…
Master the Art of Standing Out, with Daniel Priestley
Unlock the secrets to becoming the adviser everyone remembers in a crowded marketplace.
Daniel Priestley will equip you with proven strategies to craft a distinctive pitch that resonates with high-value prospects.
Guide Clients Through Life’s Biggest Transitions
Discover a framework that transforms hesitant prospects into committed clients.
Behavioural science specialist Neil Bage will help you master the techniques that elevate you from adviser to invaluable guide.
Harness Resilience to Achieve the Impossible
Experience the transformative power of turning limitations into competitive advantages with Lee Spencer.
David Swanwick builds on this foundation with proven communication strategies that foster investor trust during turbulent times.

Agenda
09.30am
10.00am
11.00am
12.00pm
1.00pm
2.00pm
3.00pm
Arrival
Session 1
Session 2
Lunch
Session 3
Session 4
Mingle with our speakers