The Financial Planning Club – Business owners Masterclass series; 6 sessions

Running a financial planning firm today requires more than technical excellence.

It requires clarity of direction, confidence in your numbers, the right people around you, and the ability to step back from firefighting and focus on building a sustainable business.

That’s why the Personal Finance Society ( London ) is launching a new 6-part, in-person Business Owner Programme, designed specifically for financial planning firm owners and senior decision-makers, in partnership with The Financial Planning Club.

It is a longer-term development journey, combining:

• Six structured, in-person workshops
• Practical workbooks and real business outputs
• Peer learning in a trusted, confidential group
• Ongoing accountability and support between sessions

Across the programme, you’ll work on the fundamentals that underpin successful advice firms:

• Clarity of vision and direction
• Building the right team and structure
• Understanding and using your numbers
• Solving growth challenges effectively
• Strengthening core processes
• Turning plans into sustained action

Each session is designed to leave you with tangible outputs, not just ideas, from a clear business vision and role clarity to a working dashboard and 90-day action plan.

Through PFS part-funding and contributions from the Insurance Institute of London (FPC)  , members can access the full 6-part programme for just £250, supporting longer-term business development beyond the workshops themselves.

Workshop dates:

1.           Wednesday 1st July

2.           Wednesday 22nd July

3.           Wednesday 12th August

4.           Wednesday 9th September

5.           Wednesday 7th October

6.           Wednesday 4th November

Timings: 9:00am arrival, 9:30am start, finishing with lunch at 12:30pm – 1.30pm

Venue: Octopus Investment Group

33 Holborn

London

EC1N 2HT