BACK2Y

13 09 17
The ICC Birmingham
Broad Street, Birmingham B1 2EA

The lifestyle financial planning conference

Programme

09.00ARRIVALREGISTRATIONTea & coffee
09.45WELCOME
PAUL ARMSON
Inspiring Advisers
GREAT CLIENT CONVERSATIONSThe line up for the day
09.50HEATHER WRIGHT
Advance Performance
WHO IS PULLING YOUR STRINGS?Heather shows how we develop bad habits, where our behaviour comes from and how our emotions drive performance. This session is about re-programming the brain to achieve greater levels of success
10.50PAUL ARMSON
Inspiring Advisers
ENOUGH... FOR WHAT?Helping clients understand how much is ENOUGH is the primary job of a financial planner. But the big question is, ENOUGH for WHAT?
11.20 - 11.45WORKING BREAKBE QUICKWe don't want to run late
11.45NICK LINCOLN
Values to Vision Financial Planning
KILLER BEsTo be a Lifestyle Financial Planner you need the KILLER BEs: BE Choosy, BE Honest, BE Consistent. Embed proper Lifestyle Financial Planning into everything you do. There is no such thing as “nearly a virgin”. You either do this 100% or not at all
12.15MITCH ANTHONY
Adviser Insights & The Financial Life Planning Institute
‘RETURN ON LIFE’ ADVICE MODELBuild a client value proposition, which is ‘intangible, incomparable and uniquely human’ where clients can ‘feel it’ but they can’t price it, or compare it with anything else. This is the one value proposition that will never become a commodity: where advisers sell their wisdom, experience, and insights. The hallmark of this new way of thinking is the unique manner in which success will be measured—Return On Life™
13.15 - 14.15LUNCH
14.15RICHARD MULLENDER
Ex Scotland Yard Hostage Negotiator
LISTEN. LIKE YOUR LIFE DEPENDS ON IT!Having built his career on developing elite-level listening skills, Richard will surprise, entertain and challenge in equal measure. He teaches communication but not as you know it. You’ll acquire and embed some elite level listening skills to engage with your clients at a different level
15.15TINA WEEKS
Serenity Financial Planning
SUCCEEDING IN THE CLIENT EXPERIENCE ECONOMYAmazing client relationships come from being able to evoke emotion. This skill, along with the self-awareness of the financial planner is how a firm can truly differentiate. Tina explores the role of emotion and shows practical ways of using coaching skills to have conversations that illicit deep trust, making clients feel safe, enthused and inspired
15.45 - 16.15BREAK
16.15STEVE SANDUSKI
Belay Advisor

WHY SHOULD I CHOOSE YOU?Let’s face it; most financial advisers look the same. They offer similar services and promote themselves using the same old mission and vision statement language. In an interactive workshop, Steve will help attendees get to the core of what makes them uniquely remarkable… in 7 words or less
17.15MITCH ANTHONY
Adviser Insights & The Financial Life Planning Institute
WHAT BUSINESS ARE YOU IN?Are you in the money business? Or the people business? Are you interested in the person, or their purse? The greatest impediment to your business is the questions you are not asking. Mitch covers the three forces that cause people to trust you and never leave you. He will arm you with three powerful questions and he will show you how to preface them and use them to have deeper conversations with your clients.
18.00HEATHER WRIGHTA LETTER TO YOUR FUTURE SELF
18.10PAUL ARMSON
Inspiring Advisers
THE FIRST DRINK IS ON ME
18.15 - 19.30DRINKS PARTY
19.30MUSIC, MUNCHIES & MINGLING
UNTIL LATERELAXED & CASUAL