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Day 3 - Wednesday 22 September
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IFP CONFERENCE DESK OPENS / REGISTRATION |
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| 09:15 |
PROFESSIONAL DEVELOPMENT SESSIONS [30 mins] |
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Make the most of your day by starting with one of three professional development sessions.
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| 10:10 |
SESSION I: TRACK 1 - All about you |
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Coaching - World class basics for everyday success |
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John Neal Performance Coach |
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The session will look at what coaching is all about, when you coach and how you coach others and yourself to achieve success.
John will cover the World Class Basics of
questioning, listening, trust rapport and system. The session is interactive and experiential.
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Personal development - 1.5 points |
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| 10:10 |
SESSION I: TRACK 2 - All about your business |
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Intergenerational planning - win/win for clients and Financial Planners |
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Karen P. Schaeffer CFP® Managing Member and Co-Founder, Schaeffer Financial LLC |
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As more and more clients are caring for aging parents and assisting adult children, the need for intergenerational planning is becoming essential. Good news, planning with more than one generation in mind results in a better plan for the client and more stable business for the planner. This session will explore the practical aspects of successfully advising the needs of a multigenerational family.
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Technical knowledge - 1.5 points |
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| 10:10 |
SESSION I: TRACK 3 - All about your brain |
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| 10:10 |
SESSION I: TRACK 4 - All about your clients |
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An ethic of leadership in times of crisis |
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Chris Keeble DSO MSc FCMI Supernumary Fellow, Harris Manchester College, Oxford |
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The role of “fiduciary” is a key responsibility for Financial Planners.This session will help Financial Planning businesses meet the tough legal and ethical standards of performance, compliance, corporate governance and social responsibilities while sustaining the goodwill of their teams and their clients, through personal example and the organisation’s purpose - the ultimate TCF challenge.
It will help you to reflect on how you exercise your leadership role with ethical practice at the core, in order to provide clients with reasons for life and optimism, and so deliver the organisations' good purposes in the most effective way.
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Ethics - 1.5 points |
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| 11:30 |
SESSION II: TRACK 1 - All about you |
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Can you walk the talk? |
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Richard Newman, Director, UK Body Talk Ltd |
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Do you want to have more presence, authority and charisma in the key moments of business? If you want to present with confidence or be more persuasive then this session is a must.
There are key moments of business when your personal impact makes all the difference. This session is especially useful for getting better results from networking, presentations, sales & negotiations. This session will deliver practical techniques you can use at work everyday.
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Personal development - 1.5 points |
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| 11:30 |
SESSION II: TRACK 2 - All about your business |
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Fearless Referrals: ask in a way that's comfortable for YOU and market yourself for free |
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Matt Anderson President, The Referral Authority |
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For every 10 happy clients you have, at least six of them would refer you but they have never been asked. Join Matt to learn:
- Why others recommend you and what it takes to get referrals.
- How to get comfortable asking for referrals
- That there is wording that works: The 6 Steps to a Fearless Referral Conversation
- The missing pieces so you can get consistent, high-quality referrals from centres of influence
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Personal development - 1.5 points |
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| 11:30 |
SESSION II: TRACK 3 - All about your brain |
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Would you be happy to defend your investment process in a court of law? If not, why not? |
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Tim Hale Managing Director, Albion Strategic Consulting |
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What constitutes a robust investment philosophy and process? What needs to be covered to stand up to legal and regulatory scrutiny? Where are the common weaknesses in a firm's process? Can advisers realistically hope to be able to deliver the investment services they puport to be able to deliver? Some of the key questions we will address in the session.
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Technical knowledge - 1.5 points |
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| 11:30 |
SESSION II: TRACK 4 - All about your clients |
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Meeting the RDR Professional Standards requirements - a guide for Financial Planning firms |
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Phil Billingham CFPCM Strategy Consultant, threesixty services LLP |
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Whilst many have focussed on the qualification requirements of the Retail Distribution Review, there are a number of other, more fundemental requirements that Financial Planning Firms should address. The Professional Standards requirement is one of these important requirements.
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Professional standards & compliance - 1.5 points |
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| 12:30 |
SESSION III: KEYNOTE 4 |
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Being the best you can |
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Karren Brady |
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The highly successful business woman, Karren Brady, will close the conference. Karren is the newly appointed assistant to Alan Sugar on BBC1's The Apprentice and the 'first lady of football'. Karren is passionate, straight talking and will use her personal experience of business success to inspire and motivate you to fulfil your personal and business potential within the Financial Planning profession.
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Personal development - 1.5 points |
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
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Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333
v3.01
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