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Conference 2008: Day 2 - Tuesday 30th September
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SESSION I: INTRODUCTION TO DAY 2 |
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The official welcome to the 2009 conference |
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The opening address from Nick Cann CFP, Chief Executive of the IFP and Barry Horner CFP, President of the IFP. Awards will be made for the Jonathan Timms Memorial Prize, the David Norton Award, IFP Fellowship, Financial Planning Student of the Year and Paraplanner of the Year.
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| 09:30 |
SESSION II: A LESSON FROM HISTORY |
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A guide to global stockmarkets |
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Toby Ricketts Investment Director, Margetts Fund Management |
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The creation of money itself, the stock market crash of 1929, the ensuing Great Depression, the Argentinian financial crisis and many other lessons from history provide a fascinating insight into current and future global stock market trends. In this session, Toby will explore relevant historic events in financial markets and how these events unfolded to provide valuable information which can be applied to investment management today in order to improve asset allocation.
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DOWNLOAD SLIDES/NOTES: Toby-Ricketts-A-guide-to-global-stock-markets-[Compatibility-Mode].pdf
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| 10:00 |
SESSION III: KEYNOTE SESSION ONE |
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10 Things to think about |
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Mark C. Tibergien CEO, Pershing Advisory Solutions LLC |
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Client's expectations are increasing. The next generation of adviser 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. |
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| 10:00 |
SESSION III: KEYNOTE SESSION ONE |
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Deepening the client relationship |
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BJ Cunningham |
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When it comes to motivational speakers, BJ is one of the best. Using examples from his personal business experience, he will not just entertain but will provide interesting ideas that you can take away and use. He will look at branding, communication and marketing with clarity, sharing some secrets of his success to help Financial Planners think differently – and to be the best you can.
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| 11:00 |
REFRESHMENT BREAK / EXHIBITION OPENS |
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| 11:45 |
SESSION IV: TRACK 1 - Business & Personal Development |
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How to attract & retain clients - applying gender science to business communication practices |
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Collette Dunkley Managing Director, XandY Communications |
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Collette will focus on:
- the science behind what shapes male and female purchasing patterns and how each prioritize their financial thinking
- How to improve your communication skills in order to reach out to new clients and work effectively with existing clients
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DOWNLOAD SLIDES/NOTES: 1145 --Collette-Dunkley-[Compatibility-Mode].pdf
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| 11:45 |
SESSION IV: TRACK 3 - Technical Solutions for Clients |
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Seven habits of highly ineffective advisers |
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Peter Hugh Smith Managing Director, UK Private Client Services, Russell Investments |
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Join Peter Hugh-Smith from Russell as he outlines seven common myths about how to run a successful advisors business and demonstrates how following these myths may derail your ability to grow your business.
You'll get sound, strategic advice on how to overcome these seven myths and become an effective part of an elite group of Financial Planners and wealth managers. This approach can help you differentiate yourself and build a value proposition that rises above the noise of the marketplace.
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| 11:45 |
SESSION IV: TRACK 4 - Paraplanning & Fundamentals |
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The importance of the new paraplanner qualification |
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Lucy Courtenay Education Director, Institute of Financial Planning |
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Over the last few years the role of a paraplanner has been increasingly recognised as key for Financial Planning firms. Following extensive research, the IFP has defined the role of the paraplanner for the first time. It is clear that some people with the job title “paraplanner” are not paraplanning in the same way that some people using the job title “financial planner” are not planning. In this session, Lucy will explore the skills and competences needed for an effective paraplanner and introduce the new paraplanning qualification. There will be the opportunity to test yourself on some sample questions and see whether you are ready to take the qualification. You will see how it builds on existing qualifications and can lead onto becoming a CFP Professional.
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DOWNLOAD SLIDES/NOTES: Lucy --The-new-paraplanner-qualification-[Compatibility-Mode].pdf
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| 12:35 |
LUNCH / EXHIBITION [ends 14:10] |
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'BRIDGE THE GAP'
Sponsored by Prudential
Towards the end of lunch, this year's new look 'Bridge the Gap' provides an even better 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.: -
Life Planning - Andy Jervis, Jeremy Deedes, Paul Resnik & Tina Weeks
CPD Points: Practice Management - 1.0
- Communication & Marketing - BJ Cunningham, Phil Calvert, Justin Urquhart Stewart & Tessa Lee
CPD Points: Personal development - 1.0
- Effective Fee Charging - Paul Willans, Brett Davidson, John Baxter & Julie Lord
CPD Points: Practice management - 1.0
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| 14:10 |
SESSION V: TRACK 1 - Business & Personal Development |
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Build a more powerful referral engine |
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Julie Littlechild President, Adviser Impact |
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Asking for referrals from clients and centres of influence, such as accountants, can be a haphazard, awkward process, often yielding disappointing results. In this presentation, Julie Littlechild, President of Adviser Impact, will share her proprietary Client Engagement Process. You will learn the most effective ways to proactively increase referrals from your clients and centres of influence, while building deeper relationships with your existing clients.
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DOWNLOAD SLIDES/NOTES: 1410 --Julie-Littlechild-[Compatibility-Mode].pdf
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| 14:10 |
SESSION V: TRACK 2 - Real Financial Planning |
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Building personal influence - The power of Neuro-Linguistic Programming (NLP) |
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Bob Perry Partner, The Chiswick Partnership |
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At the heart of all meaningful and lasting business success there is rapport – rapport with clients, colleagues and suppliers. In this session you will have the opportunity to experience directly how NLP can help you retrieve the intentions behind behaviour - your own and other people’s. Understanding what drives people opens up great opportunities to tune in to their wavelength, to see eye-to-eye and to move relationships forward quickly and profitably.
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| 14:10 |
SESSION V: TRACK 3 - Technical Solutions for Clients |
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Financial Planning in a bear market |
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Andrew Milligan Head of Global Strategy, Standard Life Investments |
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Andrew Milligan, Head of Global Strategy at the global fund manager Standard Life Investments, will give his views about the great bear market of 2007-09, and how Financial Planners need to consider a range of scenarios for the evolution of the world economy and financial markets into 2010-11. Successful strategic asset allocation will depend on a series of key assumptions about such factors as deflation, inflation, regulation and protectionism.
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DOWNLOAD SLIDES/NOTES: 1410 --Andrew-Milligan-[Compatibility-Mode].pdf
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| 14:10 |
SESSION V: TRACK 4 - Paraplanning & Fundamentals |
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Paraplanning Perfection - Preparation, Perspicacity and Presentation |
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Julie Lord FIFP, CFP Managing Director, Bluefin Group |
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Julie Lord CFP is a passionate believer in the power of a comprehensive Financial Plan. In this session she will share her experience to take delegates through the compilation and presentation of a real financial plan incorporating fundamental issues such as the assumptions made, tax calculations, compound interest and use of a financial calculator. This will be a lively and interactive session where delegates will be challenged and inspired to put these processes at the heart of their service for clients.
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DOWNLOAD SLIDES/NOTES: Paraplanning Perfection-IFP-Conf-Oct-09-[Read-Only].pdf
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| 15:00 |
REFRESHMENT BREAK / EXHIBITION |
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| 15:45 |
SESSION VI: KEYNOTE 2 |
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Fit for the Future |
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Roger Black MBE & Sarah Storey OBE |
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In keeping with our Fit for the Future theme, Roger Black MBE and Sarah Storey OBE, Scottish Widows Ambassadors for the London 2012 Games, will highlight the massive effort involved to succeed in professional athletics and motivate us to follow their examples within our own profession.
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| 17:00 |
OPTIONAL MASTERCLASS [30mins] |
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Can the Internet ever really be of value to Financial Planners? |
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Philip Calvert Founder, IFA Life |
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Are you just playing with Internet toys, or can the Web seriously add
value to your client proposition?
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 in your business
Today's new model advisers owe it to themselves to know exactly what's
happening on the Internet and how to use it to build value in their businesses and to add value to clients. Don't miss one of the
potentially most valuable marketing workshops in years.
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| 18:15 |
VIP RECEPTION |
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Sponsored by Standard Life |
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This reception is exclusive to conference VIPs |
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| 20:00 |
GALA DINNER |
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Sponsored by Bluefin |
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| 22:00 |
ENTERTAINMENT |
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Sponsored by Nucleus |
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Casino, dancing & more!
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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.