Should You Go to a Financial Services Roadshow?

I used to spend a lot of time travelling around England for financial services roadshows. We’d arrive early, set up our stand, and try to engage financial advisers about our latest offerings. But more often than not, it became clear that the real draw wasn’t the conversation — it was the free stuff on the table.

These days, I’m often asked: “Are you going to that roadshow?” And, honestly, the answer is usually no. Here’s why.

Is It Worth the Time and Money?

If I take a day out to attend a roadshow in London, the cost — once I factor in travel, hotel, and food — can easily hit £1,000. That’s a significant outlay. So before committing, I ask myself:
Is this event really worth £1,000 of my time and business resources?
What am I actually going to learn, and will it lead to better outcomes for my clients or business?

Now They’re Charging?

Some events even charge a fee to attend. That’s a bold move. If I’m being asked to pay for access, then it really needs to deliver value — not just for the organiser, but for me.

Ask Yourself These Questions Before You Sign Up

Before booking your place at the next roadshow, consider the following:

1. Is the cost of attending justified by the benefit you’ll get?

2. Are you gaining insight — or just helping the host tick a marketing box?

3. Do you already know most of what will be presented?
   It’s easy to come back full of ideas… but will you actually act on any of them?

What’s a Better Way to Learn?

In my view, one of the best ways to build knowledge is by speaking directly to fund managers. Ask the hard questions. Be curious. Don’t just sit through presentations that reinforce what you already believe — challenge your thinking and step outside your comfort zone.

I used to write up fund manager meeting notes for clients, and people would ask: “Why share that?” My response: “Why not?”
Now I record podcasts for the same reason — to learn what’s really going on behind the headlines.

Final Thoughts: Roadshow or No Roadshow?

It’s not about whether roadshows are inherently good or bad — it’s about whether they’re worth it for you. If you’re being asked to pay, ask yourself why. Chances are, there might be a better, more cost-effective way to get the insight you’re after — without the free pens and sandwiches.