POWER Workshop: How to Focus on what Matters Most - London

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How to Focus on What Matters Most

Q. “Why do some Financial Advisers succeed and flourish while others don’t?”

A. “Because they have absolute clarity about what they want to achieve!”

The ‘Purposeful Adviser’ knows how to live their values and make the most of their unique abilities. They engage in the right kind of work with only the right kind of clients.

They take a quantum leap beyond organising a client’s money, and forge long-term, highly-rewarded trusted relationships.

This Workshop will show you how to cut the busy-ness from your work life and gain a razor-sharp focus on what matters most. Led by David Scarlett of The Soul Millionaire, sessions by experienced Financial Planning practitioners will reveal powerful principles and practices.

Come and find out how.

Learning Objectives:

  1. Understand what drives successful ‘lower-stress, higher-results’ firms
  2. Discover how to build a successful business around what really, really matters to you
  3. Learn why such a purpose-fuelled business attracts quality clients and superb talent
  4. Create conversations with clients that have meaning and transform lives

Price: £180.00 with early bird of £150.00 until 16th August 2019.

Visit the Power Website for more information.

Each attendee will accumulate approximately 5 CPD hours by attending POWER Workshops sessions. 

Programme  

08:45 - 09:30 DELEGATE REGISTRATION

09:30 - 10:00 The Fuel that Drives Successful People

 

David explores

  • What drives extraordinary people beyond the normal view of success.
  • The qualities needed to lead extraordinary lives.

Chairperson: David Scarlett, The Soul Millionaire Ltd

10:00 - 10:30 Blinded by the light

 

Matthew talks about

  • How money may or may not buy happiness, but how it can buy survival.
  • When you define the finish line, you know when to stop running.
  • Three specific actions you can take away to improve your business overnight in some cases.

Speaker: Matt Smith, Buckingham Gate

10:30 - 11:00 High success, low stress; everyone leaves with a balloon

 

Mark explains

  • How he reshaped his personal and working lives and how the difference was like night and day.
  • By focusing on the right kind of relationships he became happier and everyone around him became happier.
  • Writing more business than ever before was a side benefit.

Speaker: Mark A Smith, Simpsons Wealth Management

11:00 - 11:30 BREAK

11:30 - 12:10 Better to be different than merely better

 

David demonstrates

  • Why being different is better than just trying to be better.
  • How to see things differently, think and act differently.

Speaker: David Scarlett



12:10 - 12:30 Transforming the role we call financial planning: Mary Waring

 

Speaker: David Scarlett, The Soul Millionaire

 

David shares a case study about Mary Waring

  • How she found her passionate purpose and used it to develop her niche market to great effect.

 



12:30 - 13:30 LUNCH

13:30 - 14:15 Conversations that change the future

 

Nigel shows

  • How great conversations lead to happy long-lasting client relationships.
  • How hard it can be to actually listen unless you understand the process of listening.
  • The type of questions you can use to make listening easy.

Speaker: Nigel Barker-Smith, NBS Financial Services Ltd

14:15 - 14:45 Taking a Stance

David Scarlett talks to Austyn Smith, Austyn Smith Associates

David asks Austyn

  • What kind of courage was needed to completely re-engineer his business.
  • What principles was he prepared to stand firm on, true to his investment beliefs.
  • How a concept called ‘Himalaya Moments’ impacts his work with clients.

Speaker: Austyn Smith, Austyn Smith Associates Limited

14:45 - 15:15 A purpose beyond profit

 

Simon describes

  • Building a successful business around what really, really matters to him.
  • Why it is important to understand what the money is for.
  • The values and personal vision that form the foundations of his one-year old business.

Speaker: Simon Glazier, Stewardship Wealth

15:15 - 15:35 BREAK

15:35 - 16:00 Panel Session: Just how valuable are you?

 

An exploration of fee methods and how willing clients are to pay for a life changing financial planning service.



16:00 - 16:30 A different tomorrow

 

Speaker: David Scarlett, The Soul Millionaire

Summary & Close: the inspiration to see, think and act differently.



16:30 - 16:30 ENDS

CPD

CPD CII Scheme
 
PFS Accredited 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  

David Scarlett

The Soul Millionaire Ltd

Matt Smith

Buckingham Gate

Mark A Smith

Simpsons Wealth Management

Nigel Barker-Smith

NBS Financial Services Ltd

Austyn Smith

Austyn Smith Associates Limited

Simon Glazier

Stewardship Wealth

Venue  

Royal College of Physicians

11 St Andrews Place, Regent's Park
London
United Kingdom
NW1 4LE


FAQs

Click on the ‘Book Now’ button above.

 

Yes you can. Click on the Book Now button to be taken to the waiting list

You can amend your booking by logging into your Events profile. Click on the ‘My Events’ button to do so.

It could be that you have entered your email address correctly or for some reason your registration failed. Please contact the Personal Finance Society Events Team at power@pfsevents.org

You can get a refund if you cancel within the terms and conditions and cancel in writing. Please contact the Personal Finance Society Events Team at power@pfsevents.org

We are not yet able to upload CPD records automatically. Please note that you must sign in at the event for the Conference Team to validate your attendance.

You will be sent your CPD certificate by email within one week of the event.

Please click on "my events" to see the schedule of forthcoming PFS events. 

Please visit https://www.pfspower.org to see additional Financial Planning materials from the PFS POWER team

For general information about the CPD process, and for information on how to record your CPD please click here

For further queries about CPD, please contact the Personal Finance Society/CII on 0207 808 5616

 

Food at the event is chosen to give a choice that accommodates most dietary requirements.

You can make us aware as part of the registration process.

Please email these requirements to power@pfsevents.org and specify which event you are attending.

The dress code is smart casual.

These paid for events are not recorded. You may find the information you are looking for in the download section of the PFS Power website. Guides are written to follow each event and are available six weeks or so after the event.