Timeline Insights: Adviser 3.0 Returns & October Highlights
As October comes to a close, it’s been an exciting month at Timeline! Our team has been hard at work, from delivering excellent service through our tech to engaging with clients across a variety of events. Here's a roundup of the key highlights and updates, plus a sneak peek at our exciting plans for November. Be?sure to keep an eye out for our budget analysis piece next week! ??
Our Events: News & Recaps?
It has been an exciting month, with the team hitting the road to showcase Timeline’s revolutionary tech and innovations.
We kicked off the month in style at the London Stock Exchange, partnering with ITN Business for the launch of The Future of Investing. Our CEO, Abraham Okusanya , and CIO, Nicki Hinton-Jones, CFA , made their big-screen debut, while Kate P. , our Regional Director, managed to snag some IPO confetti! ??
We wrapped up our Quarterly Investment Update for clients and also completed our Learning Development Events with Simplybiz , finishing in London after hosting over 21 events since September.
We also attended the CISI Financial Planning Conference in Manchester, connecting with industry leaders and financial planners.
We've truly covered every part of the UK this past month. If you missed us or would like to attend a future event near you, don’t hesitate to get in touch with your regional BDM.
November is shaping up to be just as exciting, with awards ceremonies like Professional Pensions: Women in Pensions Awards 2024 and FT Adviser’s Financial Services Awards, plus conferences including HUM Live and the PFS Conference. We look forward to seeing many of you there! ??
??? Adviser 3.0 is back for 2025
We’re excited to announce that Adviser 3.0 2025 is officially on the calendar! Join us on 15th May 2025 at Magazine London for an unmissable event tailored for financial planners. Here’s what you can look forward to:
?? 5 Stages & 20+ Topics: Dive into cutting-edge content from industry experts. Tailor your agenda to innovate your practice and enhance client relationships.?
???? Keynote Speaker: We’re excited to have Major Tim Peake CMG share insights from the International Space Station and valuable lessons on teamwork and leadership.
??? Food & Entertainment: Experience our Rio Carnival theme with delicious food, captivating entertainment, and ample networking opportunities.
?? Networking & After Party: Join our exclusive networking reception, followed by an epic after-party until 10 PM!
With only 550 tickets available, and prices locked in, these are expected to sell out quickly. Don’t wait - book your place now to avoid disappointment!
Help Shape Timeline's Tech & Win a ￡200 Prize!
Is there a way Timeline’s technology could better align with your firm's needs? If your answer is “Yes!”, we want to hear from you!?
Complete our 15-question survey and you'll be entered into a prize draw for a chance to win a ￡200 Amazon gift voucher!
Your feedback is invaluable in helping us tailor our technology to support you better. Thank you in advance for your time and insights!
??? Upcoming Events
Timeline Success Tour
领英推荐
Thursday 31st October, 1:00-2:30PM
The Timeline Success Tour continues with an upcoming webinar designed to help modern financial advisers make the most of our integrated ecosystem. Register Now
Breakfast with Timeline
Tuesday 26th or Wednesday 27th November, 10:00-12:00PM
Over breakfast, Hugo White, Business Development Manager, and Laurentius van den Worm, Head of Investment Strategy, will introduce advisers to Timeline's cutting-edge ecosystem. Discover how it can enhance client relationships, streamline processes, and drive business success.
RSVP Here For Guildford or Southampton
Connect & Reflect: Year-End Networking & Strategic View of 2025
Wednesday 4th December, 6:00-9:00PM
We'd love you to join us at the fabulous Manicomio restaurant in London on 4th December, where we'll round up the key highlights of 2024 and explore the exciting opportunities ahead in 2025.?RSVP Here
?? Bits you might have missed
Gradually then Suddenly: Wealth management’s tipping point
Explore the key insights from our recent webinar on the future of wealth management, where we discussed the transformative impact of technology, demographic shifts, and evolving business models. Discover the challenges and opportunities that lie ahead for the industry.
Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
In this Adviser 3.0 Podcast episode, Abraham Okusanya talks with Matthew Hutton, author of Your Last Gift, about the importance of planning for death. They cover wills, letters of wishes, and how financial advisers can help ease the burden on loved ones.
Evidence-based solutions for UK investors
Curious about evidence-based investing? In this episode of The Investing Show, Laurentius van den Worm and James Gillespie break down the basics, discuss whether you need an adviser, and share smart investment options—all jargon-free. Tune in for practical insights!
?? Stay Connected
For the latest updates, insights, and research, be sure to visit our website and explore our blog articles. We regularly publish in-depth analyses and thought leadership pieces to keep you informed and ahead of the curve.
Follow us on LinkedIn for real-time updates, insights, and event news. We’re here to help you make the most of Timeline.
Here’s to another exciting month ahead!