This event dives into the practical work of running a financial planning business, the systems, decisions, and habits that keep practices working efficiently.
What this conference is about
Running a successful financial planning practice requires more than good advice. It requires strong systems, clear processes, capable people, and well-run operations.
The Practice Management Conference was created to focus on the business of financial planning.
Each year, the conference brings together financial planners, practice owners, and operations teams to explore the practical aspects of running a better practice, from operations and compliance to team structure, technology, client experience, and sustainable growth.
This is not a theory-heavy or sales-driven event. The focus is on what works in real practices.
Who should attend
This conference is designed for:
Financial planning practice owners
Financial planners involved in running or growing a practice
Operations and admin managers
Team members responsible for systems, processes, and client experience
What makes it different
The Practice Management Conference is different from many industry events because it focuses on how practices actually operate.
You can expect:
Practical, real-world insights you can apply in your business
A strong focus on operations, systems, and people, not product or sales
Content designed to improve efficiency, consistency, and sustainability
A conference worth attending every year, as practices, challenges, and tools evolve
Each year has its own theme, reflecting the most relevant practice management challenges and opportunities at the time.
Conference editions
Explore the latest Practice Management Conference, including the current theme, keynote speakers, and agenda.
2027
Details coming soon