TIt was great to be back in London last week for the Personal Finance Society (PFS) 'Mind the Gap' event at the Excel. As always, the PFS hosted an impressive line-up and along with the venue, truly made the event memorable.
Even in such a large gathering, I still managed to meet with some of my Valid Path colleagues. The Valid Path family grows further by the day it seems.
I must highlight a couple of headliners whose sessions were especially insightful:
• The AI Revolution: The inimitable Abraham Okusanya hosted a brilliant Q&A session with Matt Pitcher, diving into the future of advice and the tech innovations he is implementing. It was fascinating to hear him discuss integrated platforms—one of which I'm already exploring! We simply cannot ignore the AI transformation.
• The Power of 'Celebrity Service': After the coffee break, Geoff Ramm, author of Celebrity Service, delivered an inspiring session. He urged us to elevate our service standards and the service we expect to receive. His story about personalising a client visit—even with something as simple as a named coffee mug—was a powerful reminder that it's the client experience that truly matters. He made an excellent point: imagine providing every client with a 'Brad Pitt' service level. It's all about how the client feels about working with you.
I also managed to catch The Finance Geeks, Paul Cleworth and Warren Shute. Their session was focused on how to enhance an already successful practice. The benefit of attending these conferences is in ensuring I'm keeping up with all the latest developments in our profession. You certainly can teach this old dog new tricks!
An ideal way to wrap up my last professional event of 2025. Well done to the entire team at the PFS for putting on such a thought-provoking event.
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