The Personal Finance Society is delighted to bring the first conference, in what we hope will become an annual event, 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.
The best thing about your client’s future is that it hasn’t happened yet AND when it does, it’s going to happen one day at a time. As financial planners and advisers you are perfectly placed to dive deep into the lives of your clients, and help them design the future version of themselves. With an outweighed focus on money, you are simply missing a trick! As a Financial planner it is you that powers the journey, you that creates the adventure, and your knowledge that drives your client experience! This presentation will push the boundaries of your thinking. You will be given an insight into the importance of diving deep and giving your clients the experience, and journey they deserve. I guarantee that this will be on a whole new level!
Changes to how we work are inevitable so to be successful we need to welcome change and adapt how we serve our clients. Changing how you work however doesn’t mean that the needs of your clients have changed. Ken will illustrate how welcoming change will help you eliminate self doubt and increase your success whilst keeping your clients needs uppermost.
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 15 Magic Words. 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 clients 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.
Get an immediate "yes" agreement from potential clients. This reduces stress for clients, and guarantees a successful outcome, which meets the needs of the delegates.
How to make the fee charging model limitlessly scalable.
This presentation will cover 21 ideas in just 40 minutes, each one of which can be used the moment you leave the day. All of the ideas have been tried and tested and are used in David’s IFA and all support and improve client retention and drive the client relationship.
Do you think carefully about the words you use, the Reaction they create, the Response they generate and the Result they deliver? Our words need to create the right emotions with clients in order for them to make sensible decisions, and a command of creative language empowers you to stand out from your competitors. By analysing the words we use, we have the ability to quickly and significantly influence a client relationship; just by changing a few words, you can create a very powerful impression. In this dynamic and highly practical session, Bhupinder aims to raise your level of thinking about how you interact with your clients, to help differentiate you from your competitors.
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.
A "hidden gem" situated in the heart of the City of London, The Chartered Insurance Institute (insurance Hall) offers exceptional and flexible facilities for any occasion such as prestigious business and social functions, including receptions, AGMs, press conferences, banquets, working breakfasts, lunches or dinners.
Moorgate, St. Paul's and Liverpool Street Tube Stations are within a 5 mins walk to The Chartered Insurance Institute (Zone 1). From London City Airport (Zone 3), take the Docklands Light Railway to Bank (Zone 1) Tube Station - The CII is a 5 min walk from there.
No parking available. WiFi is complimentary for all guests.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at firstname.lastname@example.org and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email with the link once we have recorded your attendance online. Although we do our best to do this as soon as possible after a conference, in some circumstances this may take a few days. If you are not able to download your CPD Certificate after 7 working days please email email@example.com to clarify this.
Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.
We will do our best to accommodate all special and/or dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at firstname.lastname@example.org after the Conference and we will send you all the post event literature.
The dress code is business attire.