Programme

09.4510.00WELCOME
Paul Armson, Inspiring Advisers
Working together to change the world of financial advice
10.0010.55BE THE BEST VERSION OF YOU
Lucy Ratcliffe, IDology
IDology is the art of being yourself, the only place in your life where you have no competition.  Lucy explores what it means to ‘just be yourself’ and introduces you to a way of showing up in your working life that makes you stand out and stay upfront in clients’ minds. This session is your chance to be utterly self-indulgent; to focus on you and build on all the powerful elements that already exist in you.
10.5511.20THE IMPORTANCE OF KNOWING YOURSELF
Ken Welsh, VWM Wealth
Ken will talk about how vital it is to understand yourself before you can serve others in an exceptional way. He explores how important it is to articulate your values and what you stand for when establishing a financial planning team that works cohesively to deliver the very best service for your clients; walk the talk and make space for the next generation of planners.
11.2011.45THE “NEXT GENERATION” OF FINANCIAL ADVICE
Amyr Rocha-Lima, Holland Hahn & Wills
Amyr shares his journey from being an old school IFA ‘producer’ to becoming a “next generation” lifestyle financial planner. He will also explore the mindset shift required by financial advice firm owners if they want to find and develop the next generation of planners.
11.4512.10BREAK
12.1012.35PROFESSIONAL CONNECTIONS AND THE BOTTOM LINE
Raj Shah, Blue Wealth Capital
Raj’s relationship with carefully selected professional connections has put a measurable 70% recurring revenue on his bottom line. Recent client introductions include one person who has sold their business for £15m and another for £10m. Raj will talk about how to differentiate yourself when other IFAs are queuing up to talk to your target professionals; where to hang out, how to network, how to start meaningful conversations and how to nurture relationships using language that accountants understand.
12.3513.15HELPING CLIENTS BEHAVE THEIR WAY TO WEALTH
Andy Hart, Humans Under Management
In the world of financial advice success will be driven by personal financial planning and controlling natural misconceptions about money. Our value will be derived from behaviour modification and everything else will be thrown in for free or near to free. Our focus has to be on achieving great client outcomes; saving humans from making bad decisions about money. Just think of the good we can do helping clients behave their way to wealth.
13.1514.15LUNCH
14.1515.45THE NEW RETIREMENTALITY
Mitch Anthony, ROL Advisor
More than 15 years ago, Mitch broke through the ceiling of retirement planning with his ground-breaking book, ‘The New Retirementality’. He changed the conversation about retirement by challenging its whole meaning. After all, ‘retirement’ was invented in the days of intense manual labour, when workers no longer had the physical strength to carry on their tasks and retired to make way for younger, fitter workers. That’s all changed.
Mitch moves the conversation to the next level by challenging advisers to embrace a new role as “Redefining Retirement Coach” for those not ready to retire but to redefine their purpose in this creative and cerebral new world we live in. Mitch shows us how to help clients enter an EPIC “retirement”; entry into the second part of their lives. Out with pension and retirement planners, in with Life Centered Planners.
15.4516.15COFFEE
16.1517.45BE BOLD, BE BRAVE, BE YOU
Johnnie Cass, Life by Design & Maximising Peak Performance
Johnnie’s obsession over the last twenty years has been human performance and recognising that our best thinking has gotten us the results we currently have in our life. With a slight shift in focus and mind set we can forge a new path for ourselves and create something new. Johnnie’s session is fun, informative and at times hard hitting but delivered with a lot of love. Trust us.
17.4518.00SO, WHAT ABOUT THE FUTURE YOU?
Paul Armson, Inspiring Advisers
18.0019.30THE FIRST DRINK IS ON ME
Paul Armson, Inspiring Advisers
19.30Until lateMUSIC, MUNCHIES AND MINGLING
Relaxed and casual