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Conference 2008: Day 2 - Tuesday 30th September
| 08:00 |
IFP CONFERENCE DESK OPENS / REGISTRATION |
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| 09:00 |
SESSION I: INTRODUCTION TO DAY 2 |
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The official welcome to the 2008 conference |
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This session will include an address from Jane Wheeler FIFP CFP, current President of the IFP.
Awards will be made for the following:
- Jonathon Timms Memorial Prize
- The Tony Sellon Memorial Prize "Good Egg" award
- IFP Fellowship
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DOWNLOAD SLIDES/NOTES: Jane-Wheeler.pdf
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| 10:15 |
SESSION III: KEYNOTE 1 |
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Awakening the entrepreneur within |
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Michael E. Gerber Founder/Chairman/CEO, Chief Dreamer Enterprises, & Author of the E-Myth books |
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This is a very rare opportunity to hear Gerber speak in the UK. Bestselling author of the E-Myth, and small business guru, Gerber captivates audiences and boardrooms with his powerful speaking style and message. He will inspire you to "get it right", not only making you more effective at working IN your business but to make you more effective at working ON your business.
This session will focus on:
- Why EVERY business must have a dream, vision, purpose, and mission
- How to easily go from putting out fires to igniting an entrepreneurial fire
- The power of systemizing your business...and how to do it
- Secrets for going from "having a job" to owning a business that grows
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| 11:15 |
REFRESHMENT BREAK | EXHIBITION |
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| 12:00 |
SESSION IV: TRACK 1 - Business & personal development |
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Business opportunities arising from the Legal Services Act |
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Ian Muirhead Managing Director, SIFA |
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The session will discuss the likely consequences of the Legal Services Act (which will permit the creation of multi-disciplinary professional practices focused on identified client needs) and the opportunity which it presents to Financial Planners to assist solicitors to extend and enhance the scope of their practices and to reinforce their client relationships.
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DOWNLOAD SLIDES/NOTES: 1200 Ian-Muirhead.pdf
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| 12:00 |
SESSION IV: TRACK 2 - Real Financial Planning |
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Holistic Financial Planning: Creating client relationships for life |
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Susan E. Galvan, M.A. Founder & CEO, Galvanic Communications, LLC |
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In this session, Susan Galvan demonstrates why training in the skills and methodology for creating client relationships for life is relevant for Financial Planners. She will introduce the skill set that empowers planners to practice the art of inspiring trust and commitment in the professional relationship, the essential first step toward assisting clients in actualizing a financial plan that is aligned with their core values and life dreams.
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DOWNLOAD SLIDES/NOTES: 1200 Susan-Galvan.pdf
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| 12:00 |
SESSION IV: TRACK 3 - Technical solutions for clients |
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Behavioural finance & strategic asset allocation - hand in hand |
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Professor Doctor Thorsten Hens Professor of Financial Economics and Financial Markets, University of Zurich |
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Professor Hens' specialist field is behavioural finance which attempts to predict the degree of irrationality involved with human judgement and decision making. He will use his session to consider the psychological factors that render markets inefficient and result in a superior performance for investors who follow certain strategies. The session includes a number of entertaining interactive experiments to help delegates appreciate exactly how irrational they are!
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DOWNLOAD SLIDES/NOTES: 1200 Prof-Thorsten-Hens.pdf
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| 12:00 |
SESSION IV: TRACK 4 - Paraplanning & fundamentals |
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Paraplanning in practice: a panel session |
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Lucy Courtenay, Marlene Shalton & Martin Vaughan |
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Experienced Planners and paraplanners will provide a fascinating insight and demonstrate how powerful your client service can become as a result of effective team work, robust systems and procedures and an overall commitment to best practice.
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DOWNLOAD SLIDES/NOTES: Panel session-Lucy.pdf
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| 13:00 |
LUNCH [available until 14:30] | EXHIBITION |
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| 14:30 |
SESSION V: TRACK 1 - Business & personal development |
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Challenges with Financial Planning |
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Shawn Brayman President, PlanPlus Inc. |
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Nineteen years ago when Shawn Brayman sat down for the first time with a personal financial planner in Canada he heard the story of the fundamental need for an integrated solution that would allow an advisor to effectively manage a financial planning practice and their clients. Almost two decades later it seems that most planning firms are still searching for the same thing – and coming up short. Why after almost 2 decades of development and hundreds of millions of dollars being invested by firms all over the planet are Financial Planners still living with the same issues? Has anything changed or can we expect another decade of a piecework approach to Financial Planning and practice management?
Shawn Brayman will discuss some of the reasons why this ongoing quest for solutions has come up short from both a technology and business perspective and what we can expect to see in the next few years. This discussion will include an understanding and review of the objectives and sensitivity of a Financial Planning analysis and how some planners and firms become focused on issue not central to the service being delivered.
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DOWNLOAD SLIDES/NOTES: 1430 Shawn-Brayman.pdf
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| 14:30 |
SESSION V: TRACK 2 - Real Financial Planning |
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Finding the right philanthropy match for your client |
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Clare Books, Sonal Shah & Liza Kellet |
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Research shows that philanthropy is becoming increasingly integrated into Financial Planning and wealth management decisions. But how do you begin to broach the subject of charitable giving with your clients? How can discussions on life values and philanthropy help you successful client relationships?
This lively, practical and interactive session sets philanthropy in a Financial Planning context, and uses live case studies to help participants explore the ‘philanthropy discussion’ with their clients.
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DOWNLOAD SLIDES/NOTES: 1430 CFN.pdf
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| 14:30 |
SESSION V: TRACK 3 - Technical solutions for clients |
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'Getting it right, getting it wrong!' - Advice on how to make the right investment decisions |
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Andrew Milligan Head of Global Strategies, Standard Life Investments |
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In this session, Andrew Milligan will address two key issues for Financial Planners. The first is the growing need for more sophisticated advice by investors, as they seek more diversified returns, worry about market volatility, and wish to venture into overseas markets and new products. The second is the need to call the financial markets correctly into 2010: what are the major risks which could severely damage a portfolio, and where are the best opportunities for investors with differing time horizons and differing levels of risk?
The session will provide Financial Planners with high quality analysis of the current economic and market situation, putting recent developments into a longer term context, which should lead to more informed and higher quality investment decisions on behalf of their clients.
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DOWNLOAD SLIDES/NOTES: 1430 Andrew-Milligan.pdf
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| 14:30 |
SESSION V: TRACK 4 - Paraplanning & fundamentals |
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The paraplanner/planner relationship |
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Richard Allum CFP Managing Director of Adviser Assist & Co-Founder of TheParaplanner.com |
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In this session Richard will look at how paraplanners and planners can work together more effectively to produce higher quality reports and increased efficiency. The session will focus on the skills, systems and processes Richard has deployed within Adviser Assist and within other paraplanning teams over the last six years with great success.
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DOWNLOAD SLIDES/NOTES: 1430 Richard-Allum.pdf
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| 15:30 |
REFRESHMENT BREAK | EXHIBITION |
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| 16:15 |
SESSION VI: KEYNOTE 2 |
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Mind the Gap - understanding why you don't understand other people! |
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Dr Graeme Codrington Founding Partner, TomorrowToday |
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Ever wondered why different generations think and act so differently? This fascinating session will reveal the answers. Once ‘generational’ behaviour is understood, you’ll have a much clearer picture of why people act as they do and how to build better
connections with them that will last. If one profession is most reliant on personal connections and building understanding and
rapport with clients, it’s Financial Planning. Dr Codrington will give
a unique insight into all aspects of the client relationship process
including product positioning, sales and marketing, servicing and
loyalty as well as invaluable information of the different generational attitudes to debt, savings, finance and money in general. In addition, this session provides insights for planners who are working in teams - hiring, managing, retaining, training and inspiring people older or younger than themselves.
For more information on Graeme's session and for additional resources, visit:
www.tomorrowtoday.uk.com/ifp
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| 17:15 |
CONFERENCE DAY 2 ENDS |
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| 17:30 |
'BRIDGE THE GAP' - Mentoring Session |
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Sponsored by Seven Investment Management |
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A mentoring session wHere experts are available to give help, guidance and ideas on Financial Planning.
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| 19:00 |
CHAMPAGNE RECEPTION |
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| 20:00 |
GALA DINNER |
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Sponsored by Thinc |
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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
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