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Events & Practitioner Panel

When we created our Financial Planning Practitioner Panel we were lucky enough to have leading and respected practitioners volunteer to help. They are passionate about sharing the techniques, skills and processes that can bring Financial Planning to life and have a powerful impact on changing our clients lives for the better.  If you are keen to evolve your advice proposition then Power Live is a fantastic place to see how.

Sharon Sutton, President of the Personal Finance Society

A unique event took place in Birmingham on 5 June 2018, aimed at helping you and your business deliver the ultimate value proposition to your clients.

 

Special guest speaker Mitch Anthony demonstrated how, by shifting our thinking from return on investment to a return on life, it is possible to deliver a professional advice service that can’t be commoditised.

 

The programme was developed in conjunction with members of our Financial Planning Practitioner Panel, with practitioner speakers hand picked to provide practical insight and inspiration. Together we learned about;

  • Turning ROI to a Return on Life

  • The true scope of Financial Planning

  • Using the latest technology to enhance your proposition

  • Helping clients behave their way to true wealth

  • Becoming a trusted coach