The biggest problem with these events is talking to the right person. Time and again I am referred on to another person once I have got past the pleasantries and into a searching question. Nice to chat with “front of house” but the meat of these events is to see the chef. Where is the chef? Very impressed by the headline sponsor Adviser Pay who have a new commission reconciliation tool-feature. But isn’t yet live, so no chance of a trial or sign up there either. So why did I go?
The key is what’s new and what’s old hat? And here is my summary. Equity release and CRM software is all the rage. The lenders, who once propped up these venues, are fading away fast, as their influence over brokers wanes. More and more power to the broker! That’s good news for brokers.