Unlocking your potential

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2. Masterclasses with our experts

Through your Business Manager, you can access our in-house experts from our Investments and Retirement Solutions teams. Have a topic you need support on? Reach out to a Business Manager and we’ll come to you with the right experts to help you and your business.

3. Roadshows to come together and learn from each other

When we invite you to spend your time at one of our events, our starting line is how can we add value, share insight, and move the dial for your business. Our topics range from insights from the voice of the retiree, supporting meaningful client conversations, women and pensions, to thought leadership from industry visionaries like Vanguard, as well as best practice case studies and success stories from industry peers in international markets.

4. Flagship “Future Ready” programme

Ten years after we first ran Future Ready, we brought it back last year to positive reception. The six-module series supports adviser’s businesses now and helps them to plan for where they’d like to take it next. 

 

Future Ready from Standard Life

Running a business is all-consuming and finding time to work on the business as opposed to in the business is difficult. The Future Ready programme is designed to empower you with information, tools, frameworks, and insights needed to not only improve client relationships but also streamline and grow your business. The programme combines six modules with experts in their field providing thought provoking, actionable content to change the way you approach all aspects of your business.

 

Why attend?

From tried and tested strategies, to cheat sheets and quick wins – we tailor the programme to the realities of our industry, championing growth and innovation within the practicalities of balancing your business objectives and your client outcomes.

Here’s why Future Ready is essential for your professional development:

1. Holistic financial planning: the route to longterm success

Successful financial advising isn’t just about managing assets; it’s about understanding your clients on a deeper level. We focus on the human side of financial planning—helping you address the emotional and psychological influence on financial decision-making to build stronger, more trusted relationships, which can lead to long-term success and loyalty.

2. Client insights that drive business growth

Interactive sessions and real-world case studies, we share insights from our proprietary research, the wider market, processes and templates, and the lived experience of industry leaders. We package these for you to take away and leverage for your own business growth.

3. Best business practices for the modern adviser

The world of financial advising is constantly changing. New technologies, regulatory updates, and shifting client expectations mean you need to stay ahead of the curve. We offer practical guidance on integrating industry best practices into your business model.

4. Practical, actionable strategies

Going beyond the theory, we provide you with actionable strategies you can immediately apply to your business, giving you concrete steps to implement into your day-to-day. Whether it’s tips to mastering holistic client conversations or revamping your marketing approach, you’ll leave with clear, executable steps that can make an immediate impact on your practice.


5. Networking and peer-to-peer learning

We appreciate that you run a different business to the one we do, and we don’t have all the answers. However, we can see that bringing together likeminded advisers helps to solve a lot of the day-today challenges of running a business. Our events foster a collaborative environment where you can connect with other financial advisers facing similar challenges and opportunities. 

 

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We’re proud of the feedback we’ve received from alumni of Future Ready and from advisers who attended our wider programme of events last year. Hearing how we’re helping to unlock more opportunities within your businesses, and with your customers, is motivating us as we put the finishing touches to our 2025 events calendar.

Register your interest for this year’s Future Ready programme and other Standard Life events with your Business Manager.

If you have any questions or you’d like our advice, email retirementsolutions@standardlife.ie
 

A version of this article is available to read in the January 2025 edition of Irish Broker Magazine.