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Values Based Financial Planning™ WorkshopMonday 20 April 2009 | Midlands INTRODUCTIONThere has been increasing interest in 'lifestyle' Financial Planning in the UK, as planners recognise that having expertise in financial products alone is no longer sufficient as a foundation for a long term mutually rewarding client relationship. In an increasingly commoditised world, many people are seeking a relationship with a professional financial adviser built on trust and understanding, within which the planner works with them to achieve agreed life goals over time. But how does an adviser create trust quickly? How can today's planner formulate a powerful and compelling client proposition that motivates and inspires clients to take action? How should the planner position him/herself to be the client's principal trusted adviser? And how can a plan be created that will form not only a platform for immediate action but also a basis for a lasting advisory and financial coaching relationship? Andy Jervis is a CERTIFIED FINANCIAL PLANNER professional who can provide some of the answers to these questions. In 2002 Andy began to implement the teaching of Bill Bachrach of Bachrach Associates in San Diego, California, and his Values Based Financial Planning™ methodology. The results on Andy's business have been profound, and in this workshop Andy will explain some of the key ideas that he has learned and how he has put them into practice in his own business. The workshop will be valuable for planners who are seeking a powerful model for building a 'lifestyle' Financial Planning practice, and for whom their objective is to make a steep change in their earnings whilst working less time and with much greater simplicity and more fun than they are currently experiencing. PROGRAMME08:45 Registration 09:00 Morning Session
12:45 Lunch 13:45 Afternoon Session
16:30 Close HOW TO BOOKTo book on to this event, download the Registration Form. Discounts are available when you book two or more places. By completing and returning the registration form you are agreeing with the IFP's terms and conditions of booking (view the the Terms & Conditions of Booking). THE VENUEThe venue will be located in Birmingham & details will be confirmed in due course. SPEAKERAndy Jervis, ACII, Dip PFS, CFP is a Director of Chesterton House Financial Services Ltd in Loughborough. Andy has spent his working life in financial services, starting with Norwich Union Fire Office on leaving school and starting his own practice at the age of 26. Over the years he has refined his business model relentlessly in response to his clients changing needs. Chesterton House currently employs 12 staff, three of whom are planners, with a highly qualified and experienced paraplanning and administration team specialising in personal Financial Planning. Andy is well-known to the IFP as former Chairman of Birmingham Branch, winning the first Branch Award in 2004. He is married with five children, two grandchildren, a dog and a motorcycle. Andy points out that he has no connection with Bachrach Associates other than as a very satisfied customer, having attended three VBFP Academies in San Diego. For more information about Values Based Financial Planning™ you should visit www.bachrachvbs.com. However this workshop will serve as a great introduction to this exciting system for planners who are seeking a method to increase their profitability and effectiveness with clients, and to enjoy their work more. DELEGATE FEEDBACK“The ‘value based’ approach – an opportunity to give value to fewer clients but increase profitability and quality time.” “(The most valuable aspect of this event was) the values conversation; getting an understanding of how this works & practicing it to see how easy it is and what it feels like.” “(The programme) over achieved (my expectations). Informative, real life focused.” “The participation (exercises we were asked to do) really allowed me to experience what a client would feel during the process. It certainly delivered some home truths.” “(This workshop) made me really think about what we’re doing & how we can improve.” “A very useful insight into the Bachrach system.” “Very informative, extremely useful & a powerful concept.” |
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.