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.
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.
Matthew talks about
Speaker: David Scarlett
Speaker: David Scarlett, The Soul Millionaire
David shares a case study about Mary Waring
David Scarlett talks to Austyn Smith, Austyn Smith Associates
David asks Austyn
An exploration of fee methods and how willing clients are to pay for a life changing financial planning service.
Speaker: David Scarlett, The Soul Millionaire
Summary & Close: the inspiration to see, think and act differently.
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.
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
Company: Buckingham Gate
Matthew co-founded Buckingham Gate at the tender age of 26. …shortly after a near-death experience completely changed his views about life, money and business. Now, his new-found perspective flows three ways: Firstly, ensuring he invests time in his young family Secondly, investing energy in educating and nurturing a young, growing, graduate-level team Thirdly, bringing all of that wisdom and expertise to bear on helping clients create the lives that they’d love.
Mark A Smith
Simpsons Wealth Management
Company: Simpsons Wealth Management
Mark was no different to most directors and senior partners in our profession… frenetically, crushingly busy. And never sure HOW to stop the madness, without harming his firm’s revenue. What he discovered was that taking time out to focus on the quality of thinking and the relationships that really matter… whole days, regularly each fortnight… paid massive bottom line dividends. When he added a new set of business disciplines to this clearer thinking… Everybody benefitted. Mark persuasively explains why constantly pursuing metrics, tasks and goals can cause you to miss the whole point. And the financials back him up.
NBS Financial Services Ltd
Austyn Smith Associates Limited
Company: Austyn Smith Associates Limited
Austyn is no stranger to being listed amongst the professions ‘Top 100’. He runs an enviably effective small business. He also constantly thinks and writes about where he believes the financial planning profession could be headed. But it is the emotional drivers behind his business that generate the power creating such unusual success. Here he’ll tell you why he thinks and behaves the way he does. The uncomfortable experiences that shaped his vision and views. And why clients view him as being different to financial advisers they’ve met elsewhere.
Company: Stewardship Wealth
Simon has been practicing the art and science of financial planning and advice for almost 20 years. He was the Personal Finance Society’s Chartered Financial Planner of the Year in 2015. Before forming his own firm – Stewardship Wealth - he served for 2 years as Director of Anderson Anderson & Brown Wealth (three times shortlisted Chartered Firm of the Year). In April 2018 he set out alone to start Stewardship Wealth, a business he has crafted around his three key life values: Faith, Family, and Philanthropy.
The Royal College of Physicians is an iconic building, located in Regent's Park close to the centre of London with great transport links, and high quality local hotels and restaurants. The elegant spacious building was purpose built for lectures in 1959 by award winning architect Sir Deny Lasdun. The closest tube station is Reagent Park and Oxford Circus with an easy access by car via M40 and M11.
The RCP offers free parking to disabled guests by prior arrangement and is situated outside the congestion charge zone. The nearest public car park is a few minutes walk away.
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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.
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.