Following a successful launch last year, The Business of Advice returns for 2026, with an even sharper focus on sharing practical advice which focuses firmly on the realities of running a financial planning firm. This one-day conference is designed for sole traders, owners, directors and senior leaders who want to strengthen how their businesses operate, grow and serve clients in an increasingly complex and technology-driven environment.
Running a successful advice firm today demands commercial clarity, operational efficiency and the smart use of technology – including AI – to enhance productivity without losing the human connection that defines great advice.
This conference will deliver practical insights and fresh thinking on:running a high-performing advice businessusing AI and technology to improve efficiencystrengthening key operational functions (HR, legal, finance)implementing changes that drive sustainable growth.
Whether you’re a sole trader or leading a growing firm, join us for a day of practical learning and peer discussion and leave with clear actions to strengthen and future-proof your business.
Search Panacea’s library of insight, technical commentary and adviser resources to quickly find guidance on client and regulatory questions.