Financial Planning day 2012

Financial Planning - the only way of doing business

 

Date: Thursday 23 February 2012

Venue: The Brewery, London

 

This one day conference will focus on the principles of ‘real’ Financial Planning and is ideally suited to financial advisers, Paraplanners and Financial Planners that want to make sure they are doing the basics right.  Come and find out what real Financial Planning is all about and how it’s done within successful businesses. You're guaranteed to pick up valuable tips which you can build into your own processes.

I came away from the event, feeling excited and enthusiastic about Financial Planning. I do believe it is the only way forward for those advising wishing to establish lifelong relationships with their clients.

Sessions will work though key elements of Financial Planning. Confirmed speakers and sessions are as follows:

  • Assumptions in Financial Planning - Robert Lockie FIFP, CFPCM, Bloomsbury Financial Planning
  • Cash flow planning - bringing money to life - Richard Allum CFPCM, APP, Paraplan Plus & Moneyscope
  • The Financial Planning jigsaw puzzle - Tina Weeks, Serenity Life Planning
  • Alone we can do so little; together we can do so much - how dynamic the Financial Planner and Paraplanner can be - Louise Oliver CFPCM & Claire Goodwin, Taylor Oliver Partnership
  • Building greater levels of trust and engagement with clients - Shane Mullins, Fiscal Engineers Ltd
  • Coaching to confidence - John Neal, Business Coach
  • Creating profitable Financial Planning relationships not transactional relationships - Paul Armson, Inspiring Advisers

Outline timings

08:45 Registration & networking breakfast buffet
09:25 Sessions begin
16:30 Day ends

View the programme.