Please click on the items below for more info. Timings are approximate.
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.
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.
A chance to stretch your legs and grab some refreshments.
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:
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.
Is the devil in the detail?
Lifestyle Financial Planning begins and ends with a personal relationship with the client, but there’s hard work for you to do along the way. The current focus on evidencing value is partly to blame for the proliferation of cash-flow forecasting tools available today. Many are touted by providers with an agenda and the uptake in use by the masses is likely to be driven by tick boxes and FOMO. All Cash flow planning tools are not made equal.
Howard will cover some of the different ways of approaching the detailed part of cash flow planning using tools that are properly suited for the job. He will explore the benefits and drawbacks of using different levels of complexity and detail the impact they can have on not just the numbers, but more importantly, on the important conversation we have with our clients. The impacts of our planning can be huge and long lasting. Is there beauty in simplicity or is it really the little things that matter?
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.
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
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.
PLEASE NOTE: The Conference organisers reserve the right to change the programme and / or session timings.
"Back2Y is definitely worth the ticket price, and then some. It's really a meeting of minds, where the profession is pushed forward, for the benefit of our clients."
"If you are ever contemplating why you do what you do and want to start putting your clients first, there is no better event to get you pumped up! Stop contemplating, get there and get involved before it's too late."
"Absolutely worth the expense and taking the time out of the office! This is the third year I have attended and based on previous years I made the decision to bring every one of my Financial Planners (6 of us in total). We have all come away feeling inspired and motivated to make changes and improve our clients experience!"
"A refreshingly different experience with a community of people who really care about making a difference in the lives of the people they serve."
"Miss Back2Y at your peril! If you are yet to adopt 'lifestyle financial planning' as your default and only service proposition you will always be looking behind you waiting for the robo's to take away your business!"
"In general, I don't enjoy attending conferences, but I love BACK2Y. I'll be one of the first to sign up next year because the content is always stimulating. Every year, I take away ideas which bring real change and improvement to my business. Clients benefit from improved service, and our culture develops."
"BACK2Y is a cleverly orchestrated cocktail of learning, inspiration and fun. It speaks to those who already "get it" and those who aspire to change. Go!"
"The most influential professional event I've ever attended."
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