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…

  • Headshot of Daniel Priestley

    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.

  • Headshot of Neil Bage

    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.

  • Headshot of Lee Spencer

    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.

  • Headshot of David Swanwick

    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

To take part, add your details

 

How to find us

58-60 Berners Street, London, W1T 3NQ