Please arrive early for registration and coffee and cakes. The Conference will start promptly at 9.45 am. 

PLEASE NOTE: If you arrive late you may not be able to enter the Conference and will miss the first sessions.

Your Welcome and Introduction to our MC for the day, Heather Wright of Advance Performance.

Heather is a performance coach and will be keeping delegates on their toes throughout the day!

PAUL ARMSON - In this session Paul will be going deeper into the Lifestyle Financial Planning process and sharing some golden nuggets picked up from recent Inspiration Afloat events.

There will be lots of opportunities to ask questions and debate round table.

RUTH STURKEY:

It was never about the money…

Just because we have inherited a way of being in financial services doesn’t mean it’s right or reflects what people really, really want.  Instead, let’s get real about what our clients, and team, need most from their relationship with us.  They just didn’t realise it was possible or they could ask for it.

•  The evolution of financial services
•  The future of our profession 
•  What our clients and team really, really want
•  How we can truly impact our client’s lives, supercharge our teams, grow our businesses and increase our own sense of wellbeing.

A chance to stretch your legs and grab some refreshments.

SONYA LUTTER

Beyond 'Psychology' to Financial Health & Wellness

Sonya has travelled from the US to be with us today.

In this session, Financial Planners at all stages of their careers can gain a better understanding of people’s financial decision-making, as well as benefit from insights to further build and strengthen client-planner relationships.

The CFP Board defines the psychology of financial planning as: “identifying and responding to attitudes, behaviours, and situations that impact decision-making, the client-planner relationship, and the client’s financial well-being.”

The psychology of financial planning is more than client psychology or behavioural finance and includes the interaction of planner characteristics with client characteristics. It is the system within which clients planning for their financial goals and financial well-being are aided by financial planners who possess their own history, biases and values that must be recognised and sometimes subsumed in service to the client.

What You Will Learn & Why You Should Attend:

• Financial health and wellness is about facilitating conversations and motivating change through a framework of holistic well-being.
• While many people report that financial status is critical for feeling contentment, research from the Harvard Study of Adult Development (one of the longest-running studies on happiness) finds that close relationships are the key to a happy life. Meaning, understanding the relational dynamics of financial conversations is crucial to clients reporting a satisfying life.
• We will focus on strategies to:
• Quickly identify stress and intervene appropriately. 
• Visually create and focus on core values.
• Integrate relational dynamics into client communication.
• Ask questions and gain insights from an experienced researcher, educator, and practitioner. 

PAUL ARMSON - session 2 

THE NEW WAY TO EVIDENCE THE VALUE YOU DELIVER

In this session, Paul will introduce a new and exciting way to demonstrate the value you can deliver, and better still, constantly evidence the value you are delivering so that clients NEVER question your fees.

He'll also show how you can easily use this new tool to deepen the conversation with clients and get the focus on what matters most - without getting too touchy feely or coming across like a therapist.

He'll also show how all this helps satisfy the Consumer Duty.

Paul will also show how this can help you easily get new clients, particularly when used alongside the Enough book.

Enjoy networking with your peers and discussing the conference so far.

HOWARD SPARGO:

Is the devil in the detail? 

STEVE ROWE:

The Person Inside Your Client

In this humorous yet thought-provoking presentation, Steve shares his personal journey of transformation and how he's revolutionising financial planning by putting people at the heart of the process.

Steve shares his experiences of facing challenges and overcoming them, demonstrating how failures and setbacks can become catalysts for growth.

Through anecdotes and reflections, Steve emphasises the importance of understanding clients beyond the numbers. He highlights how genuine connections and emotional support drive his approach to financial planning. Steve introduces innovative concepts like the impact of a resident psychologist on clients' lives and the power of community-building through events, walking clubs, and an exclusive online platform, Ubuntu. 

Steve encourages us to consider our own aspirations and how we can make a difference in the lives of those we serve. He challenges the conventional corporate approach, urging us to connect with clients on a deeper level and embrace their true selves. Steve's compelling narrative resonates with all, reminding us that our journey is about more than financial gains—it's about creating lasting positive change.

A short break to stretch your legs and grab a tea or coffee.

DAN HAYLETT

Why retirement is about humans not spreadsheets.

We as lifestyle financial planners are ideally placed to truly help today’s modern retirees but first we have to change the narrative around this thing called 'Retirement'.

Main Points

• Understand that we as humans are not wired for a modern day ‘retirement’.
• Why our potential clients want much more than ‘managing their pension’.
• Why we must connect with clients on a deeper level and how it is now easier and quicker than ever!
• Understand that money is a lightning rod for the emotional & behavioural challenges of retirement.
• How we are ideally placed and can help with the ‘non-financial’ elements of retirement.
• The WealthGPS Retirement Workbook
• Enough Book and how we use it.
• The Humans vs Retirement Podcast and why Dan wants to turn it into a brand with his writing, sketches, and speaking.
• The Retirement Toolkit & marketing funnel
• Our WealthGPS Process.

LIFESTYLE FINANCIAL PLANNER OF THE YEAR AWARD

The final session for the day will be the announcement of the Lifestyle Financial Planner of the Year 2023, as voted for by a panel of past speakers at BACK2Y.

Who will be the first winner of this award?

Your MC, Heather Wright will bring the day to a close but not before helping you to make yourself accountable for the main action points that you will be taking away and implementing within the next month, next 3 months and next 12 months. Thereby making BACK2Y 2019 one of the most inspiring and valuable days of your career.

It's time to relax over a beer or two! This session provides the opportunity to meet and talk with colleagues and share ideas and observations about the day. Past delegates tell us that this (and the laid back evening dinner) is where BACK2Y provides that unique camaraderie that helps you realise you're not alone and that you only have to pick up the phone to share an idea or challenge with a like minded adviser you met at BACK2Y.

Mingling, Music and Munchies: A laid back 'Street Food Style' evening dinner is included in your ticket price providing a further opportunity to mingle with your peers over great nosh and a drink... or three.

NOTE: This is a laid back affair! No Speeches. No Celebs. No posh Frocks or Dinner Jackets necessary.