The Lifestyle Financial Planning Conference
20th SEPTEMBER 2023
CHALLENGING THE STATUS QUO
BACK2Y is an ‘Alternative’ Financial Planning Conference that is challenging the status quo of the Financial Services Industry. No sponsors. No product providers. No free ‘stuff’. No focus on investments or products. JUST PURE ‘LIFESTYLE’ FINANCIAL PLANNING: that’s financial planning with an end in mind. The ‘end’ is helping clients live a great life!
It’s about getting back on purpose. It’s about getting back to WHY!
Now, more than ever, in a world of increasingly explicit fees, you need to communicate and deliver your service convincingly – with absolute belief and integrity – and in a compelling manner. That needs a change of focus.
You need to focus on your clients and what THEY want. This means doing the opposite to what the ‘Industry’ wants. The ‘Industry’ wants you to keep focusing on products and investments. But, in a fee only world, that won’t work anymore. Now it’s all about delivering FANTASTIC outcomes to your clients.
BACK2Y is about getting re-inspired about what you can really do for your clients. It’s about getting back to basics; remembering that it’s your job to take care of people; to help clients GET and KEEP the life THEY want.
BACK2Y is also about YOU and YOUR FAMILY getting the life YOU want. It’s about re-connecting you with your purpose, YOUR WHY, the reason you chose your career in the first place. Above all it’s about making your service SHINE. Making your client feel they are the centre of your world. Making any prospect say “WOW! I want some!”
LET’S BE HONEST
Product Providers and Investment Houses do not really want you to focus on your client. They want you to focus on your clients’ money. They still desperately want you to promote and distribute their products and investments. But the world has changed.
Here’s the thing: THE INDUSTRY ISN'T PAYING YOU ANYMORE. YOUR CLIENT IS.
NO PRODUCT PROVIDERS
That’s why, at BACK2Y, there will be no product providers speaking – or influencing you with their sponsorship money. No free umbrellas. No free pens. No free golf balls. No celebs. No gala dinner. No free booze.
Instead you’ll get GOOD, HONEST, PRACTICAL & PROVEN ADVICE that you can take away and implement in your business immediately so that you can knock your clients socks off.
Our GOAL is to help you create and deliver a service that consistently ACHIEVES a GREAT CLIENT OUTCOME. One that stacks up WITHOUT relying on the one thing you CAN’T CONTROL: the performance of FINANCIAL PRODUCTS.
LIFESTYLE FINANCIAL PLANNING IS PROPER FINANCIAL PLANNING
This event will help you focus. And STAY FOCUSED on what ALL CLIENTS WANT: a service that revolves around THEM, not their MONEY.
CLIENTS WILL TRUST YOU MORE
If you can demonstrate this, year after year, in an engaging and exciting way, clients will trust you more, PAY you more and REFER you more.
There really is a revolution going on. And you can be part of it. There’s a seat waiting for YOU. BOOK NOW and JOIN hundreds of LIKE MINDED INSPIRING ADVISERS moving their service to the next level. Guarantee your future and help change the future of Financial Advice, FOREVER.
BACK2Y Event Founder and Promoter
PS. Remember, the power of association is a fundamental and often overlooked element of your success. At BACK2Y you’ll be rubbing shoulders with hundreds of like-minded, success-driven and committed Advisers at all stages of their journey to success in Financial Planning.
An event that was thought provoking, original and motivational. A great investment of my time and money.
Simon Rowles Blackstone Partners
It was great to feel part of a ‘profession’ for the day and be surrounded by those who genuinely want to make a difference.
Nicola Coates, Robert A Neely Ltd
The antidote to many more conventional industry events. Great energy, terrific atmosphere and lots of nice people sharing lots of great ideas with a common purpose – to improve the client experience.
Neil Bailey, Fortitude Financial Planning
If you go to any or only one Financial Services event, BACK2Y is THE one.
Steve Martin, Smart Financial Planning
This was my first BACK2Y and it exceeded all expectations. The presenters don’t just talk the talk but they have all walked the walk and they make it seem that anything is possible with the right mind set and level of application. The networking was excellent, everybody was extremely approachable and were willing to share the successes and failures they faced in running their businesses.
Daniel Britton, Whitchurch Securities
The opportunity to meet leading lifestyle financial planners, learn from and share ideas at BACK2Y is priceless.
Matt Broadhurst, Johnson Fleming Future Life Planning.
An truly excellent event worth its weight in gold which might just change your life.
Richard Harley, Johnson Fleming
Without a doubt the best conference I have ever been too. I was totally engaged, focused and inspired from the get go. Even after lunch in what is the notorious sleep session , I was in tune with everything. The day was totally awesome.
Wayne Bedford Brant Financial
BACK2Y is a must event for professional financial planners. There can be no doubt that this IS the way forward. How refreshing to attend a non-“industry” sponsored event!
Keith Philips, Mark Begg Asset Management
BACK2Y is a “must attend” conference for any financial planning professional who wishes to enhance their life and their Practice offering.
Colm Nolan, Colm Nolan Associates,Ireland
Reflecting on BACK2Y, I saw unity, friendliness & authenticity from all regardless of the stage of journey. Pared back & real.
Ruth Sturkey, Paradigm Norton
If you want to learn the truth about how to provide full and proper advice look no further – expect to be pleasantly surprised.
Mark Perkins, Coll Perkins
If you want to know how to do proper Financial Planning that your clients will love, and will probably change their lives, you need to learn from those who do it successfully day in, day out….and this is where they hang out!!
Dylan Roberts, Canllaw
A ‘must attend’ in the calendar of any Financial Planner that strives to look after their clients whilst developing a sustainable business and meet other like minded professionals. I left feeling Positive, Professional, Proud.
Nick Jones, Nick Jones Wealth Planning
My fourth year and each time I have brought a team member; watching them “grow” as they listen to practical examples of how some of the best UK financial planners add exceptional value to their clients lives makes this a must attend annual conference for planners who really “get it”.
Ken Welsh, VWM Wealth
I have not often attended a conference that was so practical in use with a sequence of inspiring speakers. Also the exchange of frustrations and challenges of participants worked inspiringly. Thank you so much Paul for bringing these people together!
Pieter Bas Schrieken, Den Dulk & Partners, The Netherlands
The whole event was truly inspiring and motivational and left me full of positive energy and ideas and that I can really make a difference to both my clients and myself! Plus every delegate there appeared to feel exactly the same. Truly Inspirational, thanks Paul.
Andrew Bennett, Unique Wealth Management
If you want to be surrounded by like minded individuals who have come together to share ideas on how to make clients lives even better, this is the place to come.
An excellent well planned day designed to enlighten, encourage and inspire much needed change to a tired backward looking industry.