One Day Conferences
IFP regional conferences have undergone a revamp for 2010. This year we are offering some great topical, one day conferences. These events are a great opportunity for members and non members to access high quality speakers and they are a great way to learn, meet other Financial Planners and experience the IFP. 2010 ONE DAY CONFERENCES The following events are scheduled to take place in 2010 and further details will be available soon: Build your brand & your business [11 March | The Midland, Manchester]
Want to get more profit out of your existing business? Having a strong brand is becoming more important than ever. Find out from successful practitioners how they have built and developed their businesses – their marketing propositions and what has worked well for them. Experts will also be on hand to talk through PR and working with the media, client servicing and referrals, differentiating the client proposition and consumer behaviour. You are sure to come away with plenty of ideas to put into practice. FIND OUT MORE Adding wealth management to a Financial Planning business [NEW DATE: 29 April | The Brewery, London]
More and more financial practises are adding wealth management to their service proposition. Hear from successful Financial Planners that have gone down this route and are at different stages in the process. Find out whether it’s right for you and, if so, what steps you need to consider and do to make it happen. Top economists will also give an insight into global markets and examine the relative value of different asset classes. FIND OUT MORE Scotland Focus Day [27 May, Edinburgh] Financial Planning in practice [30 June, Midlands]
Come and find out what real Financial Planning is all about and how it’s done within successful businesses. Hear about the ‘six steps’ and how they are used in practice, building your client proposition and the different ways in which you can communicate with your clients to increase the value they receive from your service. Help your clients achieve their goals and build relationships that last. Whether you are an adviser looking to transition your business, are new to Financial Planning or a Paraplanner who wants to know more, then this conference is a must. Existing Financial Planners too might gain much from this focus on doing the basics well. FIND OUT MORE Scotland Conference & Dinner [15 & 16 November, Edinburgh] A client centric proposition that pays [02 December, Bristol]
Find out how you can offer a profitable Financial Planning service based on professionalism, integrity and exceptional client service. Treating customers fairly should be core to your client proposition and running an ethical practice means putting the client first. Sessions include life planning and client segmentation as well as marketing, the use of wrap and technology. Great for those who are wondering how to achieve their CPD ethics requirements too! FIND OUT MORE PAST CONFERENCES: Slides are available to download from the following recent events (see programme for links): South West & Wales Conference
Thurs 03 December 2009, The Aztec Hotel, Bristol Scottish Conference & Dinner
16 & 17 November 2009, Sheraton Hotel, Edinburgh Central Conference: Successful marketing & how to achieve it
Thurs 11 June 2009
Further details
Scotland one day event: How to make money from Financial Planning
Tues 02 June 09, Glasgow
Further details All Ireland Conference: The art & science of Financial Planning
Thurs 21 May 2009, Belfast
Further details South East Conference: The client, the future & you
Thurs 30 April 2009, London
Further details North of England Conference: Maximising your Potential
Tues 24 March 2009 | Oulton Hall nr Leeds
Further details |
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