Our first NextGen Planners South West roundtable. This will be a great opportunity for those within the Financial Planning community to meet and share ideas. It will also give us an opportunity to start shaping future roundtable meetings.
We also have Jan Bowen-Nielsen of Quiver Management, who appeared on the Podcast (Ep. 5), coming along to give us a talk on how coaching can help with financial planning and also win the trust of clients.
Organised by Tom Morris – email@example.com or call on 0117 942 4333 / 07525 125 146
6pm – Arrival drinks
6.30pm - Brief introduction
6.40pm – Presentation from Jan Bowen-Nielsen (on coaching and financial planning)
7.05pm – Open Discussion – Challenges and opportunities
7.40pm – Drink in the King Street Brew House
Thursday 13th October 2016 from 18:00 to 20:00 (BST)
Ovation Finance, Queen Square House, 18-21 Queen Square, Bristol, BS1 4NH