Following the success of the Financial Planning Day earlier this year, a similar event will take place in Edinburgh on Monday 19 November, the day before this year's IFP Scottish Conference.
Sponsored by Transact, the day will focus purely on key elements of the Financial Planning process and experienced Financial Planners and other experts will candidly share what works for them and their businesses, giving practical insight and ideas that will help to boost your business success too.
Paul Armson of Inspiring Advisers will show you how to create profitable Financial Planning relationships not transactional relationships; Richard Allum shows how real Financial Planning means getting to grips with cash flow forecasting; Kim Bendall looks at the differences in the Paraplanner and planner roles and Robert Lockie addresses assumptions in Financial Planning.
Full programme details will be available soon.
The Scottish conference dinner follows the Financial Planning day on Monday 19 November and the Scottish conference and exhibition takes place on Tuesday 20 November and it's all happening at the Radisson Blu in Edinburgh.
Whether you can take one or two days out of your schedule, you are sure to benefit from attending the 2012 Scottish events.
