Chester and North Wales branch enjoyed an ethics masterclass with David Ingram whilst Kent and Sussex looked at crowd funding with Daniel Kiernan of Intelligent Partnership and also using technology in financial planning with Andrew Reeves FIFP, CFPCM. Andrew will be sharing his insight into this important topic at the IFP Paraplanner conference on 22 May. Craig Burgess CFP^CM shared ideas on rebalancing portfolios with Essex branch whilst Steve Martin CFPCM , chairman of the Manchester branch, was the guest speaker at neighbouring Lancashire and Cumbria branch.
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He highlighted how delegates can deliver the perfect first meeting that sells financial planning easily. Steve's Manchester branch enjoyed part two of their session on mastering professional connections with Graeme Price of UBS and also Bridget Greenwood of Financial Social Media (UK). Mark Polson of the Lang Cat led an interesting session at Surrey branch entitled "diligently doing due diligence". London branch welcomed Chris Birch of All Being Well to talk about Lifetime Planning – getting to the heart of the matter, whilst Mark Goold of the FCA talked to Thames Valley branch in Reading about "positive compliance". There are plenty more relevant, thought provoking and challenging sessions taking place across the UK during May and June – all of which are free of charge to members.