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Power Live, The Future Of Financial Planning

About the Event

This special new event has been developed by practitioners to help you and your business deliver the ultimate value proposition to your clients. Inspirational keynote speaker Mitch Anthony, together with leading UK practitioners, will demonstrate how, by shifting our thinking from return on investment to a return on life, it is possible to deliver a professional advice service that can't be commoditised.

*Non-members will pay a fee of £329 per person, please note this event does not count towards the allowance of two PFS non-member events per year. 

Programme

09:30 - 09:35 Introduction

Speaker: Adrian Quick, HarperLees

09:35 - 09:45 Welcome

Speaker: Sharon Sutton, Thornton Chartered FP

09:45 - 10:45 Keynote from ROI to Return on Life

Delivering what lies in your client’s best interests lies in a long-term relationship that brings trust around money. This means understanding your client’s story, keeping up with it as their life transitions from one stage to another and, most importantly, understanding what truly drives them.

  • How to build trust through adopting a life-centred approach to delivering financial advice.
  • How to shift thinking from the more traditional investment driven relationship to one based on achieving lifetime goals.
  • How to ask great questions and develop meaningful relationships.
  • How to make a profit doing something you will love.

Speaker: Mitch Anthony, Financial Life Planning Institute

10:45 - 11:15 Financial Planning Plus

There is more we can do.

  • What help do clients need to organise their financial life.
  • What more can we do to broaden the value of the Financial Planning proposition.
  • How can Financial Planning differentiate you in a more competitive & more commoditised market place.

Speaker: Kevin Deamer, KMD Private Wealth Management

11:15 - 11:40 Morning Break

11:40 - 12:10 Innovation V Regulation

What’s here, what’s coming.

  • Identify regulatory issues with technology, including how far technology could enhance suitability reports and product illustrations.
  • Understand how AI could deliver technical and sales support.

Speaker: Phil Young, Zero Support

12:10 - 12:40 Humans Under Management

  • How behavioural finance can help achieve better outcomes for your clients.
  • How to shift the focus from fund selection and market timing to things that are more controllable.
  • How to help clients behave their way to wealth.
  • How to manage our own biases.

Speaker: Andy Hart, Maven Adviser Ltd

12:40 - 13:30 Lunch

13:30 - 14:00 The Behavioral Stuff: Why Theory Alone isn't Enough.

  • The importance of educating clients about behavioural economics and the positive impact it will have on your client relationship.  
  • How can we use behavioural questioning to understand our clients’ needs better.
  • Exploring different communications strategies for different client groups.
  • How to ensure clients can emotionally handle the plan.

Speaker: Anthony Villis, First Wealth Ltd

14:00 - 15:00 The Cash Flow Modelling Debate: Why, What, How, When, Who

How using cashflow modelling improves client outcomes.

  • How to develop a process that works for you and your clients.
  • Why cashflow modelling is an essential tool in the delivery of financial advice to clients.
  • Which clients is cashflow modelling appropriate for i.e. accumulation, at retirement, in retirement, super wealthy.

Speaker: Adrian Quick, HarperLees Speaker: Damien Rylett, Brunel Capital Partners Ltd Speaker: Dennis Hall, Yellowtail Financial Planning Ltd Speaker: Gemma Siddle, Eldon Financial Planning Ltd Speaker: Julie Lord, Magenta Financial Planning

15:00 - 15:25 Afternoon Break

15:25 - 15:55 Coaching: The Missing Link of Financial Planning

  • What do we mean by coaching.
  • An overview of coaching skills.
  • Key benefits of coaching, to clients and to advisers.

Speaker: Christopher Budd, Ovation Finance Ltd

15:55 - 16:25 The Value Proposition of the Future

Here are the six core values of your value proposition that can't be compared with or outpriced. This is about delivering value at the emotional level, one not subject to market performance.

  • How to build the financial advice business of the future.
  • How to connect your clients with the only thing they will value above all else.
  • How to become curious and stay curious.

Speaker: Mitch Anthony, Financial Life Planning Institute

16:25 - 16:30 Closing Remarks

CPD

PFS Accredited CPD CII Scheme 5h 10min

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.



Speakers

Venue

National Conference Centre

Coventry Road, Bickenhill
Solihull
West Midlands
B92 0EJ


FAQs

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. You will then recieve an email with a link to pay the £229 attendance fee, your booking wil only be confirmed once the payment has been processed. 

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 regionals@pfsevents.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 regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

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 regionals@pfsevents.org after the Conference and we will send you all the post event literature.

The dress code is business attire.