Do you struggle to get clients to commit to a full financial planning service from your firm?
Do you fall into the trap of 'Just doing the investment / pension / mortgage ' and plan to get round to full planning at a later date?
Do you have a rough idea of what you should be doing when a client comes into your office to promote your Lifestyle Financial Planning service but haven’t practiced it enough to sound like you know what you are talking about?
Would you like to get better at delivering a first meeting that allows clients to understand what a difference Lifestyle Financial Planning can make in their lives and why they should engage you to help them with this?
Are you scared to practice with Friends / Colleagues in case they discover that you aren’t as good at this as you think they expect you to be?
If yes, this day is for you.
What is it not?
It is not a seminar where you come along, listen, promise to go away and implement what you are told and end up doing nothing differently
It is not a day which will be of any use to watch on YouTube rather than attend.
It is not a day where you can get some easy CPD without doing anything.
What is it then?
It is a day where, with a little guidance if required, you will PRACTICE and PRACTICE and PRACTICE your first meeting skills with other practitioners looking to sharpen their skills in a safe environment where making mistakes is not a problem.
It is a day that will set you up to start immediately talking more confidently and competently about the service you offer and the benefits that clients will receive from it
It is a day where you will decide how much you have the confidence to charge for the service and decide how that will change as you become more accomplished.
In the last few years Steve has spoken to numerous very well attended IFP branch meetings on the subject of how to deliver the perfect first meeting. That being to engage the client and obtain their consent to becoming a full financial planning client (assuming they are the right client for your firm) and to pay significant fees for your service. For years, advisers and planners have been telling him that they need help with this delivering this meeting and although there is now plenty of content you can use to help there is no events that are about actually doing rather than being taught. This event is designed to fill that gap.
Steve established Smart Financial in October 2008 as a pure Lifestyle Financial Planning business. He has been a practitioner of Lifestyle Financial Planning for 15 years. Every individual client of Smart Financial Planning is a Financial Planning client, no exceptions, so he has huge experience of delivering an initial meeting with a client that allows him to understand clients’ needs and the client to understand how Smart can help.
Testament to the success of his approach Steve splits his time between the UK and Spain and is, “walking the walk’ when it comes to his own life planning.
We are offering 2 free places. These are for trainee planners who have been in the profession for under 2 years and are not yet diploma qualified. If you would like to be considered for one of these places, please email email@example.com with your experince so far and explaning why you want to join us on the day.
Observing / helping places
We are offering 2 further free places. These are for new entrants to the profession who will be abe to observe the training but not participate and will be required to assist in the running of the event by making tea / coffee, orgaisning lunch etc etc. If you would like to be considered for one of these places, please email firstname.lastname@example.org explaning why you want to join us on the day.
The event will run from 9:30 am - 4:00 pm, you should aim to arrive at 9am to allow a prompt start. Tea/coffee and lunch included. Max 12 delegates.
What are my transport/parking options getting to the event?
There is no onsite parking available. We would recommend using the car park on Oakfield Road and walking to us through the station.
Where can I contact the organiser with any questions?
You can email email@example.com with any queries.
Do I have to bring my printed ticket to the event?
No, you don't need a printed ticket.