Sales Ended

The relationship based charging model for financial planners

Event Information

Share this event

Date and Time

Location

Location

Dimensional Fund Advisors Ltd

20 Triton Street

London

NW1 3BF

United Kingdom

View Map

Friends Who Are Going
Event description

Description

If you are a financial planner searching for a way to future proof your business, and feel more inspired about what you do, why not come and visit the future?

Welcome to our introduction to the relationship based charging model - Two hours that can help you transform the way you see financial planning.

What you will get from this session.

- A new way of looking at AUM/AUI.

- A new way of looking at your most valuable asset, your client relationships.

- Tools to help you re assess and leverage the value of your most valuable asset.

- A chance to practice the skills essential for implementing the relationship based approach, one client at a time.

Here is a video explaining why this is really important to you

Here is what our clients say about how our coaching has changed their business.

"If you are in professional services, it's not whether you can afford to work with these guys, it's whether you can afford not to!". Mollie Stoker, Director of Business Development, Lucozade Ribena Suntory.

“Coaching has changed my life and my business. Working with Julian allowed me to take control and focus on what was important." David Savell, Partner, K and L Gates LLP.

"Working with Downthecorridor has lead to a profound shift in the culture and performance of our business, but most important of all, levels of personal fulfillment inside Herbert Scott have never been higher." Kevin Scott, Owner, Herbert Scott Chartered Financial Planners.

Julian Danobeitia, BA, Solicitor, APECs accredited executive coach.

After 20 years practicing Law in the City and in-house, Julian was invited to take a senior management role in the Client Development Centre, the first coaching consultancy for lawyers ever created by a top ten law firm, Addleshaw Goddard LLP. He now runs an executive coaching business for professional services people and thier clients, DownTheCorridor.

Tina Weeks, Financial Life Planner and founder of Serenity Financial Planning, a leading financial planning firm.

As the first female Registered Life Planner in the UK, Tina has had the opportunity to work closely with George Kinder, and see the growth inside Financial Services of a new way of relating to clients. Tina is a regular speaker and contributor on the subject of client relationship and practice management, and an acknowledged leader in her field.


Share with friends

Date and Time

Location

Dimensional Fund Advisors Ltd

20 Triton Street

London

NW1 3BF

United Kingdom

View Map

Save This Event

Event Saved