We always get great feedback from our core Financial Planning sessions at our events so here’s a day packed full of them, all different in approach but providing a powerful combination that will really add value for your business and your clients.

On Thursday 23 February 2012, this one day conference will focus on the principles of ‘real’ Financial Planning and is ideally suited to financial advisers, Paraplanners and Financial Planners that want to make sure they are doing the basics right.

Sessions will work though key elements of Financial Planning including Financial Planning assumptions, cashflow modelling, life planning, communicating the service to clients and managing your first meeting. To round off the day, coach John Neal will offer valuable tips on how to build confidence for communicating the proposition to clients and get paid for the value of your work.

Come and find out what real Financial Planning is all about and how it’s all done within successful businesses. You’re guaranteed to pick up valuable tips which you can build into your own process.