The IFP Scottish Conference takes place on 8 and 9 December at Norton House Hotel & Spa, Edinburgh.
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IFP communications director Sue Whitbread said: "This year's Scottish conference has undergone a few changes with a new date, venue and format.
"As in previous years, you can expect a mix of informative and high quality sessions covering issues important to Financial Planning professionals plus plenty of time for networking throughout the two days and the dinner.
"The focus of the programme is on enhancing the client experience. Pick up practical tips and ideas on how you can enhance the client experience from planners, experts and each other.
"Whether you are based in Scotland or further afield, you will be very welcome at what is one of the highlights of the IFP calendar and is renowned for its friendly and open atmosphere."
On Monday 8 December there's a planner led workshop, supported by Henderson Global Investors, where experienced planners will share how they use the six step Financial Planning process to enhance the client experience.
A festive dinner, sponsored by Brodies LLP, with guest speaker, Scottish entrepreneur Josh Littlejohn, takes place in the evening. He is the founder of The Scottish Business Awards and has raised circa £1 Million for charity in three years.
On Tuesday the conference and exhibition offers a mix of sessions including:
• People buy people, but will they buy you? How you present yourself can make or break the planner/client relationship - Phil Calvert, Founder, LifeTalk
• Developing a distinct and differentiated customer experience - Andrew MacMillan, Engaging Client Service, who spent 28 years with John Lewis Department Stores, the last eight of which when he was responsible for customer experience across the department store division
• Family Estate Planning in the new Scotland - Alan Barr, Brodies
• Keeping trusts simple - Julie Curtis, Standard Life
• The Future of Advice - Mark Loosmore, IRESS UK
• Preparing for retirement - Fraser Grant, The Advice Lab Limited
• Working with Paraplanners to achieve the best results for your clients - Alan Gow, Argonaut Paraplanning
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