Jeremy looked at provision of a robust review service posing questions around Life Planning and how delegates saw this latest 'revolution' panning out; how involved did they personally want to become? A very interesting discussion ensued, ranging from those who believe they have always been 'life planners' to those who were more nervous with the idea and did not want to stray into areas that they neither felt comfortable nor qualified to deal with.

Abbie Tanner then asked delegates to think about how they add value for clients, how they wish to promote themselves and be perceived from their websites and provided useful practical solutions to help them.
Branch chair Nicola Jackson CFP^CM commented "Abbie makes the electronic world of social media and marketing a little more accessible to those of us who are not yet comfortable in this space. I have no doubt she will be hearing from some of the membership with a view to helping them in their businesses going forward!"