Adviser Seminars 2025.

Our Next Chapter

Join Group CEO Gerry Mallon and the True Potential Senior team as we embark on Our Next Chapter.

Gerry will share his journey, why he joined True Potential and his vision for the company’s future.

We’ll also be unveiling our latest advancements in technology and AI, demonstrating how we’re harnessing innovation to enhance adviser efficiency, improve client outcomes, and drive the future of financial services.

What to expect on the day.

08:00 – 09:00

Breakfast & registrations

09:00 – 10:45

Session 1

10:45 – 11:10

Break

11:10 – 12:45

Session 2

12:45 – 13:30

Lunch

Who is taking the stage?

Steve Hutton will outline how we’re helping advisers enhance client servicing and plan for the future of their businesses.

Earl Glasgow will be providing an overview of the current state of the industry and show how True Potential continues to lead the way for clients and financial advisers.

Kevin Kidney will cover recent market events, True Potential Portfolio performance relative to the ARC peer group and show how income investing can be a powerful solution for advisers.

Gregg Lang will highlight the scale of the award-winning support we offer financial advisers and how we’re raising the bar even higher this year.

Jeff Casson will reveal what’s next for the True Potential Platform, our product offering and how he sees the future of client servicing.

Jamie Sexton will launch our exclusive, market-leading technology and AI features designed to save you time and support your business growth, including cashflow planning, automated AML checking, smart assistance, fact find checks and more.

You will have the opportunity to ask questions in a Q&A at the end of each session.

Choose from one of our remaining locations.

London

Tuesday 27th May
8:00am - 1:30pm
Illuminate Science Museum
London, SW7 2DD

Select

Southampton

Wednesday 28th May
8:00am - 1:30pm
Harbour Hotel & Spa
Southampton, SO14 3QT

Select

Book your place today.

Please note places are limited at each location, secure your place now by filling out the form below.

* Indicates required fields

Name

First Name* Last Name*

Your email address*

Which location are you attending?*

Once registered, if you are unable to attend please contact events@tpllp.com to free up space for others.

Manage Cookie Preferences