South West Conference 2011
Maximising your assets for business success
A one day conference, best practice workshop & dinner
Date: 1 - 2 December 2011
Venue: The Hilton, Bristol
The focus of this one day conference is on 'maximising your assets for business success' and the programme will cover a range of topics around assets including investment, people and more. The speakers are a balanced mix of successful practitioners and experts and the conference is followed by a networking dinner.
To download pdfs of the speaker presentations, where applicable, or for more information, please click the individual session titles.
The conference
Thursday 1 December
- How to read faster and remember more - Michael Tipper
- The good, the bad & the ugly - a view on the prospects for global markets - Toby Ricketts, CEO, Margetts Fund Management Ltd
- Timber - does money really grow on trees? - Gabriel Micheli, Investment Manager, Timber Fund, Pictet Asset Management Ltd
- Simple but not easy - the challenges of building a robust investment process - Tim Hale, Managing Director, Albion Strategic Consulting
- How to construct and document a robust investment strategy that will protect you against complaints and help you win and keep clients - Saran Allott Davey CFPCM, Managing Director, Heron House Financial Management Ltd
- Increasing productivity - Duncan Steel, Founder, Sales Training IQ
- The war for talent - Brett Davidson, Chief Executive, FP Advance
- The only limits are those of vision - Alan Chambers MBE
The best practice workshop
Friday 2 December
- What does lifestyle Financial Planning really look like? - Andrew Brook-Dobson CFPCM, Director, Brook-Dobson Brear
- Perfection is being 'beautifully imperfect' - Simon Boulter CFPCM, Managing Director, BoulterBowen WealthCare
- How to create a succinct and compelling your value proposition - Abbie Tanner, A Business Innovation
- Business development for the forward looking planner - Phil Billingham CFPCM , Strategy Consultant, threesixty services LLP
View the programme.
Resources
Sponsors
Lead Sponsor
CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP logo 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.