Back to the future of advisory: Years of change, challenge, and opportunity

Join Richard Francis, CEO & Co-Founder of Spotlight Reporting, as he sits down with Will Farnell, Co-Founder of App Advisory Plus, for a time-travel discussion on how advisory models have evolved, what AI really means for the industry, and what firms can do now to future-proof. 

This lively discussion will blend experience, foresight, and practical insight to help you reimagine your advisory strategy and confidently plan for the future. -

Key Takeaways:

✅ A retrospective look at how the advisory landscape has evolved — and what’s driven the biggest shifts

✅ Lessons learned from digital transformation, automation, and changing client expectations

✅ How successful firms have built (and monetised) scalable advisory services

✅ Practical steps to embed advisory into your firm’s culture, structure, and processes

✅ What future-ready advisory looks like — and how to start shaping your firm’s next chapter today

Whether you’re early in your advisory journey or looking to sharpen your model, this session is packed with strategic and actionable insights you won’t want to miss.

Speakers:

- Richard Francis FCA, CEO & Co-Founder at Spotlight Reporting

- Will Farnell, Co-founder of App Advisory Plus & Founder & Director at TC Farnell Clarke