Theatre 5 – Orbit Stage

With HMRC’s MTD for Income Tax on the horizon, the pivot towards becoming digitally driven is now a necessity rather than a choice. But how can practices prepare their staff and clients for this seismic change? And what are the common pitfalls to avoid when it comes to digital transformation?

In this insightful session, discover:

- the key challenges practices face in getting teams to embrace change
- how to break down the barriers to buy-in and guide your team through a smooth transition
- effective strategies for bringing clients along the change journey

In this fun interactive keynote, Catherine Morgan reveals how our emotional responses to money drive our financial decisions. Through her engaging £50 Money game, you'll experience how emotional responses to money drive financial decisions that shape your client relationships and impact the profitability of your practice.

You'll discover:

- Why 90% of financial decisions are unconscious and can go back 3 generations
- The one essential question that will unlock your clients' hidden money beliefs
- How to differentiate and safeguard your practice in an AI world through deeper client relationships