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Power Live: How advisers can boost profits

About the Event

Growing Your Professional Service Firm

The PFS POWER of Financial Planning team is hosting its second annual POWER Live Conference. We have a terrific line up. Ruth Sturkey of Paradigm Norton Financial Planning is our chair for the day.

Our guest speaker is Robert Craven author of business books ‘The Customer is King’, ‘Bright Marketing’ and ‘Grow your Services Firm’.

We have two lecturers from Manchester Metropolitan University, uniting research and theory with practical application. Stuart Finnerty will share behavioural economics sessions from the retail sector and Niels Pedersen will look at the role of fintech in improving the human touch.

Other highlights include

  • Integrating powerful coaching techniques  – with sports coach, executive coach and financial coach
  • What it takes to be Chartered Financial Planner of the Year –  by award winner, Natalie Wright of Mazars
  • What it takes to be Chartered Financial Planning Firm of the Year – by award winner, Gemma Siddle of Eldon Financial Planning

The registration fee is £245.00 to attend before the 11:59pm BST on 18th April 2019, after which the fee will be £295.00

Book now to reserve your place!

 

Programme

08:30 - 09:30 Registration

09:30 - 09:45 Welcome, Context & Introductions

Chairperson: Ruth Sturkey, Paradigm Norton

09:45 - 10:30 The Customer is King: How to Exceed Expectations

LEARNING OUTCOMES:

  • What’s holding you back?
  • What clients want
  • Why clients refer
  • The delivery gap

Speaker: Robert Craven, The Directors' Centre

10:30 - 10:45 What it takes to be Chartered Financial Planner of the Year

  • Technical ability is important, what other factors do we need to work on and why
  • How to support the development of trainees and the next generation of planners
  • The importance of understanding financial planning at grass roots level
  • Moving from transactional advice to financial life planning for the benefit of clients, your business and the profession
  • Continuous professional development through qualifications, expanding your network, coaching and attending events.

Speaker: Natalie Wright, Mazars Financial Planning Ltd

10:45 - 11:00 What it takes to be Chartered Financial Firm of the Year

  • Understanding the role of the team in delivering Financial Planning
  • Growing and managing an efficient business using a client centric approach
  • Developing the next generation; skills, culture and mindset

Speaker: Gemma Siddle, Eldon Financial Planning Ltd

11:00 - 11:30 Morning Break

11:30 - 12:15 Bright Marketing: Your Journey to Market

  • Why should people bother to buy from you?
  • Reverse engineer your proposition
  • Marketing 101 Basics
  • The Physics of Sales
  • The New Normal - Everything and nothing has changed

Speaker: Robert Craven, The Directors' Centre

12:15 - 13:00 Behavioural Economics: Lessons from Retail

  • Pricing - how behavioural finance helps professionals to establish value and diminish barriers to paying for advice
  • Priming - how the customers image can improve customer service and financial planners’ job satisfaction
  • How to establish credibility when you meet with clients.

Speaker: Stuart Finnerty, Manchester Metropolitan University

13:00 - 14:00 Lunch

14:00 - 14:40 Fintech: The Back Office

  • The firms and advisers who succeed will be the ones who are able to combine great technology with remaining customer-centric
  • How FinTech will eliminate admin and help you spend more time with your clients
  • From AI to Cloud Computing, freeing yourself up to give clients the human touch

Speaker: Niels Pedersen, Manchester Metropolitan University

14:40 - 15:40 Coaching: Understand the Power of Coaching & Different Approaches

  • How different coaches approach the process of coaching
  • Key skills and competencies
  • How elite coaches approach their task
  • How coaching can be integrated into regulated and unregulated financial life planning

Speaker: Bobby Crutchley, British Gymnastics Speaker: Christine Fisher, Aspiring Brilliance Speaker: Simonne Gnessen, Wise Monkey Financial Coaching

15:40 - 16:00 Afternoon Break

16:00 - 16:30 Coaching: Panel Session

16:30 - 17:00 The Profession of the Future

  • Mission Impossible
  • The Unfit Smoker Syndrome
  • A Manifesto
  • What next?

Speaker: Robert Craven, The Directors' Centre

17:00 - 17:15 Closing Remarks

Chairperson: Ruth Sturkey, Paradigm Norton

CPD

CPD CII Scheme
 
PFS Accredited 5h 55min

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

Radisson Blu Edwardian Manchester

Peter Street Free Trade Hall
Manchester
Greater Manchester
M2 5GP

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 events@thepfs.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 events@thepfs.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 events@thepfs.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.

 

tfi

Transactions for this event will be collected and managed by TFI Group Limited. TFI Group is a UK registered entity. Companies House number 01845643. Operating office address is 192 Vauxhall Bridge Road, London, SW1V 1DX, United Kingdom.

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