Institute of Financial Planning

Day 2 - Tuesday 21 September

08:30 IFP CONFERENCE DESK OPENS / REGISTRATION
09:00 SESSION I: INTRODUCTION TO DAY 2
The official welcome to the 2010 conference
09:30 SESSION I: KEYNOTE 1
Playing a winner's game
Charles D. Ellis
Each profession's most important responsibility is to choose the right mission of service for its clients. Many investment professionals have focused for many years on "beating the market." Not only is this a "mission impossible" – a loser's game - it distracts both the professionals and their clients from the fundamentally important task of understanding what is best to meet the individual client’s needs. Instead, Charley will outline the winner's game, highlighting how realistic risk avoidance as well as use of appropriate strategies and practices can help you generate the required returns to meet your clients’ objectives.
Practice Management - 1.0 point
10:10 SESSION II: KEYNOTE 2
10 big things to think about (actionable ideas for every Financial Planning firm to address)
Mark C. Tibergien CEO, Pershing Advisory Solutions LLC
Clients' expectations are increasing. The next generation of advisor is attempting to redefine the business. Theft, fraud and bad decisions have besmirched the industry's reputation. Profit margins are under pressure, as are operations and regulations. In this session, Mr. Tibergien will identify 10 big trends impacting the advisory profession and immediate action steps you can take to influence the outcome for individual firms.
Practice management - 1.5 points
11:00 REFRESHMENT BREAK / EXHIBITION OPENS
11:45 SESSION IV: TRACK 1 - All about you
Coaching skills for Financial Planners
Maria Nemeth, Ph.D., MCC Executive Director & Founder, Academy for Coaching Excellence
Success is assured when you have a clear vision for yourself and allow yourself to be supported in achieving what is most important to you. In this session you will view a DVD called Survival Run which brings into clear focus the need to have support when we are navigating difficult terrain in life. You will also explore a method to discover your core internal motivators. It is called the Life’s Intentions Inventory, and it is just one example from a range of tools being used by successful Financial Planners in both the US and UK.
Personal development - 1.5 points
11:45 SESSION IV: TRACK 2 - All about your business
Cutting through the life planning hype
Tina Weeks Financial Life Planner, Serenity Financial Planning
It is becoming more apparent that for Financial Planners and advisers, it is just as necessary to acquire soft skills in addition to technical skills and experience. In this introduction to life planning session, Tina will discuss the popular misconceptions surrounding life planning and set the record straight on what life planning really is. She will give real examples and will illustrate how you can use life planning and cashflow modelling to create a compelling future-proof client proposition.
Practice management - 1.5 points
11:45 SESSION IV: TRACK 3 - All about your brain
Improving the bottom line by reducing tax
Tony Wickenden Joint Managing Director, Technical Connection
Key tax reducing strategies for investors, trustees, business owners, estate planners and retirement planners. Tony will give you a greater understanding of the new tax world, key disturbance opportunities for advisers and at least five financial product based strategies for improving the financial well-being of clients.
Technical knowledge - 1.5 points
11:45 SESSION IV: TRACK 4 - All about your clients
Clients, conflicts of interest & the IFP’s code of ethics
Andrew Brook-Dobson CFP Director, Brook-Dobson Brear
Andrew will give an insight into some day to day experiences within a leading Financial Planning business, how unchecked these can develop into conflicts of interest and a discussion of what the IFP’s Code of Ethics means in practice.
Professional standards & compliance - 1.5 points
12:35 LUNCH / EXHIBITION [ends 14:10]
'BRIDGE THE GAP'
Sponsored by Henderson Global Investors

Towards the end of lunch, this year's 'Bridge the Gap' provides an opportunity for you to “ask the experts”. Three sessions are available (pre-registration required) where a small numbers of delegates have the opportunity for detailed discussion with a panel of experts. The sessions are:

  • Communication & marketing
  • Building a better business
  • International trends
1.0 CPD point available
14:10 SESSION V: TRACK 1 - All about you
Mind Mapping for Financial Planning...so what!
Michael Tipper
This session will introduce you to Mind Mapping - a simple yet profoundly powerful strategy that can and will dramatically improve the quality of your thinking. You will discover what it is, how and why it works and how you can quickly and easily apply it to great effect in your business and personal lives
Personal development - 1.5 points
14:10 SESSION V: TRACK 2 - All about your business
Effective marketing strategies for a post-RDR environment
Vanessa Lanham, CProject & Joyce Turton, Marketing2Business
Vanessa & Joyce will take you through:
  • Dealing with increased competition and gaining competitive advantage
  • Branding and differentiation for Financial Planners
  • Segmentation strategies
  • Adding momentum and traction to your marketing
Following this session you will have:
  • A greater understanding of the marketing challenges resulting from the RDR and how to respond to them
  • Techniques to future proof your Financial Planning businesses
  • Understanding how to create a framework for a manageable marketing infrastructure
Practice management - 1.5 points
14:10 SESSION V: TRACK 3 - All about your brain
The four pillars of investing: solutions for improving risk adjusted returns
Michael Azlen CFPCM CEO, Frontier Capital Management LLP
This session takes an insightful look at some of the issues with traditional investing and presents four key investment "truths" that you should consider when defining your investment philosophy. Investment theory and empirical evidence are used to demonstrate the value of traditional and alternative asset classes to protect against inflation, the benefits of strategic vs tactical asset allocation, the importance of diversification in portfolios and the use of index vs active investing.
Technical knowledge - 1.5 points
14:10 SESSION V: TRACK 4 - All about your clients
Life planning and inspiring clients to take action
George D. Kinder
Why do some clients fail to act on your recommendations? Why is it easy to connect with certain clients, but not others? How can you have richer discussions with clients about the full range of their goals? In this fast-paced session, George Kinder will share his insights on these questions and show you how the powerful relationship skills of Financial Life Planning lead to breakthrough results in client communication, trust, and motivation.
Professional standards & compliance - 1.5 points
15:00 REFRESHMENT BREAK / EXHIBITION
15:45 SESSION VI: KEYNOTE 3
The TIDES of Change: Five disruptive forces shaping the new world of work in the next decade
Dr Graeme Codrington Founding Partner, TomorrowToday
The "Great Recession" has been more than an economic downturn - it has also acted as an accelerator for at least five forces that will dramatically reshape the world in the next decade. Understand these shifts in order to gain a competitive advantage and thrive in the next few years. The TIDES of change are: Technology, Institutional upheaval, changing Demographics, the Environment and shifting Societal values. This session is a guaranteed paradigm shaker and conversation starter.
By the end of the session, participants will:
  • Understand the five key drivers of disruptive change, and how these will impact their industry and their function within their company
  • Be motivated to think and act strategically and creatively about the future of their company and their department
  • Know where competitive advantage is to be found in the next 3-5 years
Personal development - 1.5 points
17:00 OPTIONAL MASTERCLASS [30mins]
Why modern Financial Planners can’t afford to ignore Social Media – How to transition your marketing to online
Philip Calvert Founder, IFA Life
The Internet will have a huge impact on the delivery of financial advice - more so than any regulatory, political or economic issues. And within the next five years, leaders in financial services will reinvent through technology the way advice and information will be delivered to consumers. But most financial advice professionals will miss out unless they develop a clear Internet marketing strategy now.
In this startling and hands on masterclass with Internet marketing expert Philip Calvert, discover:
  • The seven deadly sins most Financial Planners are making on their websites
  • Five online tools Financial Planners must learn to use immediately (or risk becoming an irrelevance to high net worth Internet users)
  • The truth about Twitter and social networking websites: hot stuff for Financial Planners - or a lot of hot air? We reveal practical and proven tips and techniques to help you raise the profile of your business online
Today's Financial Planners owe it to themselves to know exactly what's happening on the Internet and how to use it to add value to clients and to build value in their businesses. Don't miss one of the potentially most valuable marketing workshops in years.
Practice management - 1 point
17:00
Sponsored by Henderson Global Investors
'Bridge the Gap' provides an opportunity for you to “ask the experts”. Three sessions are available (pre-registration required) where a small numbers of delegates have the opportunity for detailed discussion with a panel of experts. The sessions are:
  • Communication & marketing
  • Effective fee charging
  • International trends
1.0 CPD point available
18:15 VIP RECEPTION
Sponsored by AXA Distribution Services
This reception is exclusive to conference VIPs
19:00 DRINKS RECEPTION
Sponsored by Lyxor
20:00 GALA DINNER
Sponsored by Bluefin