The Personal Finance Society is delighted to bring this conference in association with MDRT UK.
Recognised internationally as the standard of excellence in the financial services sector, MDRT members demonstrate exceptional professional knowledge, productivity, strict ethical conduct and outstanding client service. With such a focus on better client outcomes, this aligns with our values as a professional body.
This conference brings a wide range of top class, internationally recognised speakers who will share their philosophies and inspirational business ideas to help you achieve further success with practical take-aways to implement.
Please note these are just approximate agenda timings and they will be updated in the next few weeks.
CPD hours will also be applicable.
This session will take the audience through the “3 Identifiable Stages” of practice development – and provide the tools required to advance your business. Concentrating on how advisors fit into the “Experience Economy”, Lord works through easy-to-implement ideas to help update and improve your client engagement process. A focus on the industry’s future will leave attendees well-positioned for what comes next in the financial advice industry!
In this session Sarah will explain some of the best tools for you and your team to utilise to make the business more efficient and move to the next level by reducing the administration you have to do. She will then focus on integrating cashflow forecasting into the advice process and the benefits for you as an adviser and your clients of ‘creating a financial masterplan of their future’ as well as practical steps on how to adapt your processes to streamline this into the business. As an early adopter of Cashflow Forecasting, Sarah now travels all over the UK training other advisers on not only how to use the system but how to present it to clients in a simple and effective manner.
Why focusing on the money, your clients’ and yours, distracts you from creating an amazing, highly rewarded and influential business. This helps decision makers take a completely different view of how to create a business which increases both impact and income and delivers far greater client value.
What could you learn from 10,000 of the most progressive, innovative and creative financial advisers around the world. In this presentation David Batchelor, a 20-year member of MDRT, and Fellow of the PFS will share 1. The three biggest dangers facing our business in the next three years 2. Three ground-breaking communication ideas that improve client loyalty 3. Three way to improve your practice that lead to higher profits through better client service.
On Tuesday 11th June 2019, 23 Financial Advisers from around the world shared their best practice. In the fast-moving presentation, Alison Will share he take-always from the 23.
During this 40-minute presentation Bernie De Souza will share some tried and tested techniques in a fast paced, interactive, field-based presentation. This keynote will leave the delegates with the exact words to use and how to deliver them, to help their clients to say ‘yes’ in a comfortable manner, Using the exact 12 Magic Words, these exact words will help to re -engage with a conversation once the initial conversation has broken down or the client has gone cold for the advice or has given the “I need to think it over excuse” The presentation will demonstrate how to keep the client in their comfort zone using soft skills throughout the process. In this entertaining presentation Bernie will help you to perfectly match what is in our potential client’s mind and how to avoid the words and actions that usually delay decisions. He will share the skills of handling uncertainty and delays from potential clients. Finally, Bernie will demonstrate how to build solid trust and rapport in the first 15 seconds with the exact words to use with only 2 simple steps.
Becoming a published author, using Facebook advertising to fill seminar rooms, and having a multi stream marketing approach allowed me to attract over 270 leads last year, and mostly because I am seen as The Retirement Expert. When you are seen as the expert, you have your ideal clients bashing down your door.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Essential Planning (Boston USA)
KBA FS Ltd
The Soul Millionaire Ltd
Company: The Soul Millionaire Ltd
David is founder of The Soul Millionaire leadership coaching programmes and the creator of the revolutionary business concept The Soul Millionaire Journey. Working with firms in the Financial Planning community, David helps leaders and executives create iconic organisations, lead exceptional teams, live the lives they’d really love while also making a profound difference in their clients’ lives. A provocative thought leader, international conference speaker and best-selling author of three books, David’s insights and expertise flow initially from 20 years as a Financial Adviser and fee-based Financial Planner. Since then David has invested over 15 years in coaching financial advisers and financial services corporate executives. Website: soulmillionaire.com
Wills & Trusts
Company: Wills & Trusts
David formed Wills & Trusts Independent Financial Planning, an IFA practice based in Oxfordshire in 1992. Today the company generate a little over £3.5m in fees from its three advisers and 24 team members and specialises in estate planning and investment work. David join the board of the LIA in 2000 and upon becoming President secured the merger of SOFA and the LIA to create the PFS, on which he served as a board member for three years. As one of the first Chartered and Certified Financial Planners, David has spent time as a question writer for the CII and examiner for IFP. At the same time qualifying for MDRT Top of the Table for 19 consecutive years. David has published four books with ‘How to charge fees the right way’ becoming a bible on moving to fee charging post RDR and all profits from this book being donated to charity.
Wills & Trusts IFP Ltd
Company: Wills & Trusts IFP Ltd
Alison Parker is a Chartered Financial Planner with the Wills & Trusts Group, and a Fellow of the PFS. Alison is a 5-year member of MDRT; and has qualified for the last 3 years at the highest Top of the Table level. As well as supporting families to grow and protect their legacies for future generations, Alison is also a regular guest speaker on BBC Radio Oxford.
Bernie De Souza
Executive Business Coach
Company: Executive Business Coach
Bernie De Souza’s presentations are powerful, fast-moving and teach the attendees word-for-word exactly how to get more clients. Immediately, the Attendees can improve their results with simple, actionable phrases that bond clients to their advice. Your delegates will be entertained, motivated and inspired with their new skills that last a lifetime.
Efficient Portfolio Wealth Manageme
Company: Efficient Portfolio Wealth Manageme
Charlie Reading, APFS Charlie Reading is a Chartered Financial Planner, entrepreneur, speaker and author that has a passion for amazing retirement planning. Amongst his 4 businesses he runs the successful Chartered Financial planning practice, Efficient Portfolio, that specialises in investment and retirement planning and is based in both London and the rural English county of Rutland. Having been in the Financial Services industry since 1999, his qualifications place him in the top 10% of all financial advisers in the UK, with particular focus on investment management, wealth protection and retirement strategies. Charlie is the author of the book ‘The Dream Retirement; How to Secure your Money and Retire Happy,’ where he shares many of the principals that Efficient Portfolio focus on in helping their clients create the retirement of their dreams!
Past MDRT President
Company: Past MDRT President
Our next speaker has a long CV, not surprising as he has been in the business for a long time, nearly 50 years. Starting out as a tied adviser in 1969, he started his own IFA firm in Bristol in 1973, building a large regional IFA in the South West and South Wales. He merged with a national firm in 2000 and the business was bought by AWD, now Chase de Vere, in 2002. Tony’s last proper job was as Chairman of AWD in the UK. He has always believed strongly “if we have grown because of others we should help others grow because of us”. He was a prolific speaker on the LIA circuit and became the LIA’s President in 1984. He represented advisers on both the boards of FIMBRA and the PIA (the forerunner to the FSA). Tony is well known in some surprising places having spoken in 55 countries and in the last month alone he has been in Hong Kong and Hungary. In 2001 Tony became the first President of MDRT from outside North America, which helped turn MDRT into the truly global organisation it is today. In 2004 Tony retired – or as he prefers to say “rewired”. He became an advocate for the fee charging model long before RDR became a glimmer in the regulator’s eye, helping other advisers grasp the opportunity of building limitlessly scalable businesses. He now spends his time mentoring other advisers, speaking, looking after his other business interests and spoiling his grandchildren.
Located just off the M42 / A45 Junction, The National Conference Centre welcomed its first guests back in 1985 following the successful launch of the National Motorcycle Museum the previous year. Initially expected to be simply an extension of the National Motorcycle Museum’s facilities, the venue soon developed and matured into a successful stand-alone, award-winning venue of its own, accepting over 200,000 delegates a year.
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The dress code is business attire.