The conference will explore a variety of topics and offer practical advice and ideas on how to develop a culture of innovation in Financial Planning. New to the conference is Simon Hellier of Rotation Consulting who comes highly recommended and, using psychology, behavioural finance and NLP, he will get you thinking about your people skills and the importance of understanding your clients’ needs. In a lively, case-study based session, Professor Paul Palmer will illustrate why a pro-active stance to client management is required. Compliance is no longer enough.
The field of behavioural finance is fascinating and Colum Wilde and Natalie Green from Clever Adviser will highlight a range of successful strategies you could implement when working with clients.
Whichever optional track and workshop sessions you attend; you can be sure they will be relevant, informative and thought provoking and they will re-establish your vision of success and how to achieve it.