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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

DAY 1 - 13/06/2019

08:30 - 17:15 The Future of Financial Planning Live

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

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

Ruth Sturkey

Chairperson

Company: Paradigm Norton

Ruth co-founded and led The Red House, a boutique financial planning firm, which she merged into Paradigm Norton in December 2017. She continues to help build the merged business whilst growing a team of talented individuals where the whole is greater than the sum of the parts. A well-known and influential member of the financial planning profession, Ruth is regularly asked to comment and speak at industry and women’s events. Ruth shares her life lessons and thoughts on planning for the future in regular blogs with clients. These inspirational stories are taken from life events and unite Ruth’s views of life with her expertise in financial planning, showcasing how the two are so heavily interwoven.

Robert Craven

Speaker

Company: The Directors' Centre

Robert Craven is author of ‘Grow Your Service Firm’ – a manifesto for professional service firms, large and small – to look at how they can seriously add value to their client relationships. For 20 years he has been preoccupied with what makes the high-performing advisers different from the rest and has worked with the likes of Barclays, Fortis, Virgin and Google to explore better and more effective ways to engage clients. Starting his first business aged 21 and going on to become Director of Consulting at Warwick Business School’s SME Centre, Robert combines academic and business credentials with great communication skills. Robert is Managing Director of The Directors’ Centre, a consultancy that specialises in helping the founders and directors of professional service firms to run the practice they really want to run so they can live the lives they really want to lead. “Robert Craven says that ‘your whole business hinges on what your customer gets from you’. I wholeheartedly agree.” Sir Richard Branson

Natalie Wright

Speaker

Company: Mazars Financial Planning Ltd

Natalie is a Chartered Financial Planner and a Director within the Independent Financial Planning team at Mazars. Having worked in financial services for over 18 years, Natalie has a wealth of experience helping individuals, families and business owners with all aspects of their financial planning, both UK based and Internationally. Natalie is responsible for leading the financial planning with our Entrepreneurial Business clients, which involves working closely with our audit, accounting and tax teams in order to provide a fully joined up approach to ensure that individuals can align their personal financial planning with their business planning. In 2018 Natalie was awarded the prestigious ‘Chartered Financial Planner of the Year’ title by the Personal Finance Society, having been a finalist in the prior 2 years

Gemma Siddle

Speaker

Company: Eldon Financial Planning Ltd

Starting as a Technical Administrator in 2005 and now the Director of Client Services at Eldon Financial Planning, Gemma has a great understanding of how various roles interact. She has a strong passion for Financial Planning, with a particular focus on implementing the technical areas of our job with care and humanity to enhance the lives of our clients. In her 20s she achieved Chartered status, gained Fellowship of the Personal Finance Society and went on to win the ‘Paraplanner of the Year 2012’. Since then her learning and development has not stopped; gaining management and business skills required to carry the firm forward and providing a smooth transition for Eldon’s clients as the founding Directors retire and the next generation come through.

Stuart Finnerty

Speaker

Company: Manchester Metropolitan University

Stuart is a Senior Lecturer in Finance at Manchester Metropolitan University Business School.Stuart recently joined academia after spending 20 years working in the financial sector. Much of this time was spent leading teams and directly delivering for both SME and personal customers. Stuart started his career as a Financial Advisor for Abbey National and most recently, he was the Director for SME Banking for NatWest in Cheshire.While not at MMU he runs a consulting firm, FinAbilityLtd, that helps SME businesses to succeed.Stuart is a Chartered Banker (MCIBS), a Chartered Fellow of the London Institute of Banking & Finance (CFLIBF) and a Chartered Manager as a Member of the Chartered Management Institute (CMgrCMI)

Niels Pedersen

Speaker

Company: Manchester Metropolitan University

Niels Pedersen is the Programme Leader of the MSC Financial Technology programme at Manchester Metropolitan University. As a Chartered Accountant, Niels has a background in financial services regulation in London where he worked at PwC and the Bank of England. In his teaching, Niels aims for content clarity and practical relevance. He aims to equip his students with the professional skills and knowledge required to succeed as entrepreneurs, advisors, or financiers in a changing world.

Bobby Crutchley

Speaker

Company: British Gymnastics

As a hockey player Bobby gained 80 caps for Great Britain and England between 1993 and 1999. As well as many International Honours and National titles he holds the unique record of having been the top goal scorer in the Australian, English and Italian National Premier leagues. Since retiring from playing Bobby coached at Olympic and World level for almost 20 years and between 2005 and 2012 he worked as an Assistant Coach for the England and Great Britain men’s hockey team, helping them progress from 11th to 4th in the World Rankings. During this time England won its first major title since 1908 (2009 European Championships). In 2012 he took over as Head Coach and had to oversee a significant transformation in both the playing squad and support staff. During this time the programme continued to progress making the 2014 World Cup semi-finals and winning medals at the 2014 & 2018 Commonwealth Games and 2018 European Championships. In August 2018 Bobby was appointed by British Gymnastics to lead the development of High-Performance Coaches preparing athletes for the Tokyo 2020 and Paris 2024 Olympic Games. As well as his work with British Gymnastics Bobby also works as a Coaching mentor for organisations including UK Sport and the Premier League. Bobby has an MA in Coaching and has completed both the UK Sport Elite Coach and Mentor Development programmes.

Christine Fisher

Speaker

Company: Aspiring Brilliance

Christine is an executive coaching and mentoring expert who is very proud of her track record helping individuals, teams and organisations think better, feel great and deliver brilliant results. Christine has a background in successfully managing business performance and financial planning. Her wide-ranging clients include private sector, national agencies, local government, sports and health, and universities. She was a high performing Chief Executive of a medium sized local authority for 13 years. Christine has been a mentor on three national programmes: District Council Network, Society of Local Authority Chief Executives and the National Cultural Forum. She qualified in Neuro Linquistic Programming in 2002 and achieved a mastery coaching qualification in 2012 from the Association for Coaching. She is a visiting Fellow at Nottingham Trent University Business School and a contributor to their MBA programme.

Simonne Gnessen

Speaker

Company: Wise Monkey Financial Coaching

Simonne Gnessen has pioneered financial coaching in the UK for the past 17 years. Building on her 10 years experience as an independent financial adviser, she designed a unique money-guidance service in 2002, Wise Monkey Financial Coaching, to help clients on a practical level, whilst also navigating and transforming their emotional relationship with money. Simonne’s money coaching service uses a unique blend of skills, knowledge and experience gained from working as an adviser, combined with life coaching training. She’s also a Master Practitioner in Neuro-Linguistic Programming (NLP) and a Registered Life Planner® and trains others to develop their own financial coaching practice. Simonne is co-author of Sheconomics - a finance book for women which helps women master their money and understand the complex feelings that can stand in their way. Her work has been featured on BBC radio and TV and a wide variety of national newspapers and magazines.