The Adviser’s Edge 2

LIVE at Fundment

Four world-class speakers. Four world-class sessions.

An exclusive event for advice professionals

Spaces limited - register your interest below

Where

Fundment HQ
Berners Street, London

When

10:00am - 4:00pm Wednesday 22 October 2025

Following the success of The Adviser’s Edge 1 in June 2025, we’re pleased to announce Edge 2 for October - AND THE QUALITY CONTINUES…

Below are our extraordinary speakers for The Adviser’s Edge 2…

Ben Hanlin

Magician, presenter, keynote speaker

THE MAGIC OF HUMAN CONNECTION
Clients bring every emotion under the sun. To truly ‘get through’, advisers need more than technical know-how – they need presence, personality, and the ability to connect in ways that leave a lasting impression.
In this session, magician Ben Hanlin lifts the curtain on captivating even the toughest audiences.
His favourite psychological tricks, body language insights, and, yes, magic, will help you build connection, rapport, and trust in moments that matter.
Peter Wozniak

Regional Director, Practice Management, Dimensional

HOW TO COMMUNICATE THE VALUE OF ADVICE
This session aims to explore how you can communicate the value of advice through the application of effective client communication theory and practices.
This session will highlight the importance of advice and what clients really value.
It will showcase Dimensional’s frameworks for effective client communication.
And it will offer ideas for how advisers can describe the value they create.
Mark Polson

Founder & CEO (The lang cat) & NED
REFLECTIONS FROM (JUST NEXT TO) THE COALFACE
Advisers won the last two decades, and Mark Polson, founder and chief executive of the lang cat, has been working with, designing products for, and researching financial planners for pretty much of all of it.
In this session he'll share observations on not only what's gone before, but what's going on and what's to come.
All is not as it was, and if planners are to repeat the success of the last 20 years then some new thinking might well be in order...
Rory Sutherland

Vice Chairman, Ogilvy UK, & Author, Alchemy
ALCHEMY FOR ADVISERS: EXPLORING EFFECTIVE ADVICE
Rory Sutherland reveals how irrationality isn’t a flaw - it’s a feature.
In this mind-expanding session, discover how to craft advice experiences that speak to how clients really think and behave.
From emotional triggers to unexpected nudges, learn how behavioural science can elevate your impact far beyond the numbers.

**What happened at The Adviser’s Edge 1?**

Guide Clients Through Life’s Biggest Transitions

Attendees discovered a framework that helps transform hesitant prospects into committed clients.

Behavioural science specialist Neil Bage outlined multiple techniques that can help elevate financial advisers to invaluable guides.

Master the Art of Standing Out, with Daniel Priestley

Advisers were shown ways to unlock the secrets to becoming the adviser everyone remembers in a crowded marketplace.

Daniel Priestley equipped listeners with proven strategies to craft a distinctive pitch that resonates with high-value prospects.

Harness Resilience to Achieve the Impossible

Attendees experienced the transformative power of turning limitations into competitive advantages with Lee Spencer.

David Swanwick built on this foundation with proven communication strategies that foster investor trust during turbulent times.