In person and online events packed with the most relevant, engaging and actionable ideas for you and your business.
Four great
speakers
Four hours
of CPD
In person and
online
Focusing on
what matters
Illuminate live returns this September with in person events taking place in Glasgow, Leeds and London. There's also the chance to join us online in October.
Illuminate live doesn't have any product push from Nucleus, or anybody else, and is entirely focused on improving you and your business. Spend the day being enlightened, entertained and challenged by our brilliant speakers and engaging with like minded advisers. All it will cost you is the time away from your inbox.
Illuminate live is accredited by the CII and attendees can claim up to 4 CPD hours towards the CII / Personal Finance Society member CPD scheme.
Our speaker replays
Tessa Lee
Moneyinfo
It's advice Jim, but not as we know it. How can hybrid advice work for a traditional advice firm?
Changing client expectations, the need to attract the next generation of advice clients along with increasing pressure to make productivity gains and keep fees competitive is changing the way advice firms do business. With Robo Advisers introducing humans behind the scenes and traditional advice and wealth management firms introducing digital capability we have seen a convergence of these approaches into a new way of delivering advice and service – Hybrid Advice.
But what does this really mean for traditional advice firms offering a high touch, personalised service and how could it work in practice? Tess will look at what hybrid advice could mean for your business and most importantly why humans - adviser and client - are pivotal in making this work and why you should not let computers run everything!
By the end of this session you should be able to:
Explain how the concepts of hybrid advice can be adapted for traditional advice firms.
Understand how digitisation does not mean giving up a personalised high touch client experience.
Apply some practical ideas to improve your client experience, reduce risk and better engage clients and advisers.
This content is accredited by the CII and is worth up to 1 hour CPD. Once you have watched the session you can send an email to events@nucleusfinancial.com requesting a CPD certificate which will be sent to you within 3 working days.
With more than twenty years’ experience in the financial services industry including nine years at 1st Software (now Iress), Tessa has directed a number of large-scale programmes, delivering solutions for wealth managers, discretionary fund managers, financial planners and workplace clients.
Tessa joined moneyinfo in 2010 and took over as managing director in 2016. She has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning.
Rob Stevenson
Kingmakers Ltd
Signal v noise -
a year in the life of a
M&A consultant
Using data from the last 12 months of his work, Rob will provide a rare glimpse into what's really going on in succession planning and M&A right now. He will provide participants with an overview of the four main succession options and delve into the 17 deals Rob's worked on over the past year, to uncover the key insights.
This session will provide actionable takeaways for anyone involved in a transaction and will be supported by free online tools.
By the end of this session you should be able to:
Summarise how firms are being valued by the various market participants (and why) and what the typical terms being offered are (and why).
Describe what the key steps are in a transaction.
Understand how to navigate your way through and what the critical areas to focus on are as you plan, prepare and execute your own deal.
This content is accredited by the CII and is worth up to 1 hour CPD. Once you have watched the session you can send an email to events@nucleusfinancial.com requesting a CPD certificate which will be sent to you within 3 working days.
Dream, plan, enjoy ...
How to make your firm stand out
from the crowd
Working nine to five, what a way to make a living!
Serve yourself a cup of ambition and join the seismic industry change from monochrome to technicolour. Find out how you can help banish the boring image of financial services, to make it appeal to a wider, more diverse audience.
It's a revolution, it's exciting, colourful and bright with people front and centre.
Nicola will be explaining Wellington Wealth's approach of embracing change and disruption, to create a remarkable environment to inspire their team and their clients and encourage them to follow their passions. Introducing the Financial Planning Studio.
By the end of this session you should be able to:
Summarise the image challenge the financial planning industry has and why this needs to be addressed.
Identify what can be done to change this to help financial advice firms appeal to a wider audience using Wellington Wealth's journey as a case study.
Describe how the physical environment of your business can make an impact on both employees and clients.
This content is accredited by the CII and is worth up to 1 hour CPD. Once you have watched the session you can send an email to events@nucleusfinancial.com requesting a CPD certificate which will be sent to you within 3 working days.
Nicola Ellis is a music festival lover, peloton addict, champagne consumer, samba drummer and an award winning Financial Planner as well as a wife and mum of two feisty wee girls.
In 2015 Nicola together with her sister Jennifer set up Wellington Wealth, a boutique caring adviser firm in the city centre of Glasgow. Wellington Wealth are excellent listeners and craft unique financial plans for wealthy individuals and family groups helping them to dream, plan and enjoy. Our clients are at the core of everything we do and as a firm our mantra is ‘in every job that has to be done there is an element of fun’.
Talking anxiety -
a unique insight into mental health in life and business
Let's face it, no one signed up for a pandemic! We are experiencing a moment in time where mental health challenges are rocketing. Whether it’s you, your friends, family, colleagues, staff or your clients – this is something we need to address.
Nick will share how he creates unique mental health engagement strategies that have true impact and demonstrate how to influence through ‘vulnerability’ including techniques on how to become an ‘Emotional Leader’. Most importantly, Nick shares his 'lived experience' through insights, tools, tips and techniques on how to manage anxiety in life and in business to implement immediately.
This will be unlike any other mental health or wellbeing session you have ever attended before!
By the end of this session you should be able to:
Clearly describe what mental health is and how we can positively impact it.
Be able to build a ‘high performing day’ to build and boost your resilience.
Understand how we can have better conversations around mental health, helping more people yet protecting ourselves.
This content is accredited by the CII and is worth up to 1 hour CPD. Once you have watched the session you can send an email to events@nucleusfinancial.com requesting a CPD certificate which will be sent to you within 3 working days.
Nick Elston is one of the highest-profile and leading inspirational speakers on the lived experience of mental health.
Nick believes that in life, we can either let our adversities and our challenges, define us negatively for the rest of our lives…or…we can choose for it to forge something beautiful, something powerful – something that never would have existed without you going through your ‘stuff’ in the first place.
Described as a ‘BIG man, BIG heart, BIG story & BRUTAL honesty, Nick’s sessions are where mental health meets personal development – focusing not just on what anxiety is, but what anxiety does. How it keeps us in a comfort zone, stops us living life on our terms & ultimately how it affects our success by our own definition.