Financial Liverpool Christmas - Mitigating Risk: How to successfully grow, scale and manage a professional services business

Join Financial Liverpool for an Interactive and Thought-Provoking Session

We’re bringing together professionals from across the financial planning and wider professional services community for a dynamic session focused on navigating today’s complex operating environment.

Whether you're a sole practitioner, growing your business into a team, or part of a larger evolving firm, effective risk management is key to long-term success. This session will feature insights from leaders in financial planning, but the principles discussed are relevant across professional services - including law, accountancy, and consultancy.

Expect practical strategies, shared experiences, and valuable takeaways to help you manage risk and build resilience in your business.

In this session, you'll learn:

• Develop your understanding of the risk that the behaviour of individuals or teams could pose for you organisation and what to do about it;
• Gain practical ideas about how to operate more effectively as a sole trader;
• Get tips from experienced professionals to help you lead your team more effectively;
• Takeaway advice about how to scale and grow your business whilst managing risk.

Following the session, we invite you to join us for a hot bowl of winter scouse at Ma Boyles, Tower Gardens, where members can continue discussions in a relaxed and convivial setting. Drinks and food will be provided by Vanguard and the PFS which gives us all a chance to say goodbye to a great year and share your plans with existing and new connections for what 2026 may look like.

We would like to extend our sincere thanks to our sponsors — Rathbones, Vanguard, and the Personal Finance Society — for their valued support in making this event possible.

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