HNW Advisors Leadership Programme: Training and development for future leaders
17 Nov 2020
Location: 12pm - 2pm: 17th November, 1st & 15th December - Virtual Training Members: £75 per Event or £149 for all 3 sessions - Book by 23 Oct Non Members: £100 per Event or £249 for all 3 sessions - Book by 23 Oct
Leading complex relationships, working through challenging strategy and training your professional mindset makes a good advisor. But what makes a great, trusted advisor? What skills do you need to become a well-rounded HNW practitioner to grow your niche and succeed?
Early career training skimmed over the essentials in accounts, business skills and finance – how do you focus and develop these skills into everyday modern practice? What has the last 9 months taught us about what we need to work harder on?
This unique HNW Advisors leadership programme will put these skills in the spotlight. We will dive into three main areas of concern:
Love your client and show them you’re on their team - 17th November 2020
- How to (really) know your client: what advice does your client want and what do you THINK they want?
- Writing an email and drafting documents: the hidden gems and classic failures.
- Client management skills for HNW
Accounts and Finance – 1st December 2020
- Revisiting the balance sheet: Refreshing office finance and why it matters now
- The Sign off: Understanding the internal processes on the other side.
- Does the HNW advisor need a different set of skills?
Communication, Marketing and Growing A Network – 15th December 2020
- Growing a network and client base. Is now the time?
- Carving the niche and developing your 'personal brand'
- How to excel on Zoom and online
Who should attend
Led by experts across the HNW advisory spectrum, this is a programme for those with 2 to 10 years’ experience with advising HNW clients, who want a refresh, but also different opinions on client management and the inner workings of firms and their clients. We intend for these sessions to be interactive to provide a platform to be able to address key concerns for associates no matter how big or small.
Recordings of each event will be available to all registrations as part of your price. To watch at your leisure and with no time limit.
Arabella Murphy has nearly 25 years’ experience of helping individuals and families from around the world to plan for the future and resolve disharmony. She particularly specialises in finding pragmatic, commercial outcomes.
She qualified as a solicitor in 1996 with Allen & Overy LLP, becoming a partner in 2007. In 2009, she was a founding partner of Maurice Turnor Gardner LLP. As a solicitor, Arabella was consistently ranked in the top tiers of the major directories for her expertise in private wealth planning and dispute resolution. She is a member of STEP and has written or co-authored several books on private wealth topics
Speaking Faculty includes
Session: Co-Chair of the Day
Director, Fiduciary Specialist Team
RBC Trust Company (International)
Based in Jersey, Alan is part of the Specialist Team in the Fiduciary Services Division.
Alan has responsibility for a portfolio of UHNW and HNW clients, managing their affairs through a broad range of fiduciary structures: from trusts, companies and foundations, through to Private Trust Companies.
Alan is part of the team that have responsibility for identifying and developing new business opportunities for the Fiduciary Services Division and his role also includes the provision of technical and specialist trust support to his non-fiduciary colleagues, whose clients have a need to use fiduciary structures for robust estate and succession planning benefits, as part of their broader wealth management initiative.
Before joining RBC in 2009 Alan was a Partner in the Jersey law firm Mourant du Feu & Jeune for 25 years, specialising in commercial litigation and the formation and administration of structures for high net worth families.
Having studied law at St. Catharine’s College Cambridge, he qualified as an English barrister, Jersey Advocate and subsequently a Crown Advocate. Part of his role involves advising on the resolution of contentious matters and challenges to trust structures. Alan is a member of the Society of Trust and Estate Practitioners, an Academician of the International Academy of Estate and Trust Law and is a member of the Editorial Board of the Jersey and Guernsey Law Review.
RBC Trust Company (International)
Fiona Fitzgerald is responsible for the strategic direction of Radcliffe Chambers and leads a motivated team of staff, who share her commitment to providing an outstanding service to clients.
She works closely with our senior clerks and other senior managers to oversee the development of our people, practices, brand and client relationships, and ensure we meet the high standards of service, compliance and risk management that our clients expect.
Fiona joined Radcliffe Chambers as chief executive in 2014. She was previously an equity partner at a top 200 law firm, and has served as chair of the Association of Women Solicitors. She is a member of the executive committee of the Legal Practice Management Association and the Bar Council Legal Services Committee.
Head of Family Office Services
Head of BD Mishcon Private & Head of Marketing
Mishcon de Reya
Kim has been at Mishcon de Reya for five years and is Head of Business Development for Mishcon Private, responsible for marketing, communication, client development and new business for the department. She is also Head of Marketing for the firm.
After starting her career as a criminal barrister, Kim went on to work in advertising and marketing, developing international and domestic campaigns for a wide range of clients. In her 11 years at the London office of the global network BBDO she built brands and launched products with clients such as Gillette, Mars, Dulux and the BBC, amongst many others. She went on to become the Managing Director of integrated agency DHM working with business to business and consumer brands including Google, The Co-operative and Vertu, creating campaigns across digital, experiential and traditional media.
She is experienced in leading teams that build strong brands and develop powerful, effective communications.
Mishcon de Reya
Dawn is a partner in the trust, estate and inheritance disputes team.
Having a wealth of experience of litigation in most offshore jurisdictions, as well as in Europe, the Middle East and Asia, Dawn advises all parties who may be involved in a dispute arising out of lifetime estate planning or on death, whether about trusts, foundations, professional negligence, fraud or succession. Previously a divorce lawyer, she also specialises in advising trustees and beneficiaries caught up in divorce proceedings.
Dawn uses her experience as to what can go wrong to advise trustees and protectors on their duties and how to manage and reduce their risk. Settlors are advised on how to create robust structures.
Once a problem has arisen she advises on methods to defuse contention, risk mitigation and alternative dispute resolution as well as on proceedings if necessary, ranging from consensual to the most hostile.
Dawn features in Who’s Who Legal’s list of International Private Client Lawyers as one of the ‘most highly regarded practitioners in the world’, described as ‘phenomenal’ according to their sources who praise her ‘responsiveness’.
Fox Rodney Search
Fox Rodney Search
David has experience in advising high net worth clients on a range of areas relating to personal tax and financial planning. He trained as a chartered accountant (ACA) with private client firm, Dixon Wilson and has a degree in Economics from Cambridge University. He worked for two top tier private banks before founding his own events business, PCD.
Private Client Dining Club (PCD) is a networking group for advisors to HNW clients. It allows professionals from a variety of sectors to meet and develop relationships with the goal of doing more business.
Since the outbreak of COVID-19 we have created Digital Channels to help private wealth professional stay visible, share knowledge and make new contacts online. When live events resume, the Digital Channels will augment our networking offering for leading professional advisors.
Kathryn Adamson is a management consultant specialising in corporate communications, crisis communications, profile and reputation. Her 26-year international career includes senior roles in Washington DC, Wellington (NZ), Amsterdam and London. For the last 16 years Kathryn has focussed on the legal sector. She was Global Head of PR for Allen & Overy before founding the consultancy LegalComms Ltd.
Kathryn works with high profile individuals, families and businesses on reputation management when going through a time of change. This can include merger & acquisition, redundancy, administration and a variety of developments that generate intense media interest. She has advised senior management of a large proportion of the top City law firms on strategic communication planning and crisis communication/ media training. Since 2016 Kathryn has been a trustee of the RAF Benevolent Fund, one of Britain’s largest military charities, and is a member of the Fundraising and Communications Committee.
Founder & Director
Harriet Parsons is a litigator with 22 years’ post-qualification experience. Harriet trained and qualified at Allen & Overy. For 17 years, since moving in-house in 2003, she has worked closely with senior management in financial services firms, in what has been an increasingly challenging environment. As a Director in a global investment bank and as Head of Litigation, Enforcement & Investigations for a US-headquartered global investments company, she has handled litigation and internal investigations and provided legal and strategic advice to boards and their relevant committees on legal and regulatory exposures, governance, risk mitigation and regulatory change. In 2016, she set up her own law firm, providing experienced counsel to firms and individuals in financial services. Her practice is broadly conduct-focused and her specialism is in advising senior individuals in investigations and enforcement proceedings.
Associate Director, Assurane & Business Services
Smith & Williamson
Nick has extensive experience of professional services firms, both corporate and partnership. Nick’s portfolio of clients includes surveyors, architects, lawyers, engineers, property investors and property developers.
In addition to providing compliance services to a wide portfolio of clients, Nick has also managed significant ad hoc projects, including assistance with business reorganisations, financial modelling, merger and acquisition advice and due diligence within the sector. Nick is a member of both Smith & Williamson’s professional practices group and property group.
Smith & Williamson
17th November - 12pm - 2pm
1st December - 12pm - 2pm
15th December - 12pm - 2pm
- The power of yes
- Soft office and client skills
- What is good legal advice?
- Touch points and the value of keeping in touch
- Types of advice
- Written skills
- Quick wins and classic fails
Fiona Fitzgerald - Chief Executive - Radcliffe Chambers
Catherine Grum - Head of Family Office Services - BDO
Joe Donohoe - Director - ARC (Jersey)
Dawn Goodman - Partner - Withers
Alan Binnington - Director, Fiduciary Specialist Team - RBC Trust Company (International)
- A refresh of office finance and how it differs in our sector
- Your billable hour – 2020 version for HNW Advisors
- How to read a balance sheet and what you should be highlighting to your client– a refresh
- The client – sign off, classic grumbles and gaining an advantage
- Billing in lockdown – what can we take forward into 2021?
Jane Keir - Partner - Kingsley Napley
Harriet Parsons - Founder & Director - HSP Legal
Nick Learoyd - Associate Director, Assurane & Business Services - Smith & Williamson
- Speaking and writing opportunities and making them count
- Growing in lockdown
- Your personal brand
- Carving your niche and identifying your strengths
- Effective team communication and becoming your firm’s ‘go to’
- Building and protecting your professional reputation
James Quick - Executive Director - Fox Rodney Search
David Bell - Founder - PCD Club
Kathryn Adamson - Director - LegalComms Ltd
Matthew Braithwaite - Partner - Wedlake Bell
Kim Lansdown - Head of BD Mishcon Private & Head of Marketing - Mishcon de Reya
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