A huge thank you to everyone who joined us at Cardiff City Stadium yesterday for a fantastic day dedicated to the people at the heart of our industry – our frontline advisors.
We kicked off the day with Laura Alexander and Luke Barton from Hodge, who shared their career journeys and explored the opportunities that working in a contact centre can open up. From starting out on the frontline to building careers within financial services and data, their session was a great reminder of just how many different paths a career in our industry can lead to.
Next, we heard from Ryan Lewis, Partnerships Sales Manager at Legal & General, with his session, Growth Creates Opportunities: My journey from contact centre agent to sales manager.
Ryan shared his own journey from starting on the frontline to progressing through customer service, mortgage and management roles before becoming a Partnerships Sales Manager. At the heart of his session was a simple but powerful shift in mindset – changing the question from “Why me?” to “Why not me?”
Ryan spoke about recognising the opportunities that exist within our industry, taking ownership of your own development and, importantly, not waiting to be picked, noticed or chosen. His message of “Ask. Learn. Show. Repeat.” gave delegates practical steps they can take to seek development, learn from those around them and make their ambitions known.
Joining Laura and Ryan for the afternoon panel was Mathew Speight of SSCL, who shared his own experience of progressing from an advisor on the phones into a technology-focused role, working across transformation programmes and the introduction of AI technologies within customer experience.Our Knowledge Exchange gave delegates the opportunity to get involved, share their own experiences and discuss some of the challenges and opportunities they face in their roles. It was brilliant to see so many conversations taking place across the room and to hear ideas and best practice being shared between advisors from different organisations.
We hope everyone left with new ideas, fresh perspectives, new connections and practical takeaways to bring back to their teams.
