FinPlan 2009

Transitioning to new model planning

FinPlan 2009 is a new conference for financial planners who want to offer a better, more qualified financial advice to their clients. The event is designed with advisers fro advisers and offers you the opportunity to learn how to:

Successfully transitioning to fee-based planning
Growing a profitable practice with varied client bases
Building and maintaining productive relationships with your clients
Setting the right level of remuneration for your services
Improving service offering by building wraps into your business
Growing your company’s brand through a winning marketing campaign
Maximising efficiency by developing credentials, qualifying clients and systematising your workflow
Building scalability for effective succession planning
Selecting the right technology to help you grow your business
Adopting the investment management approach that delivers best returns

Hear from over 40 top industry leaders including:

Nick Cann, Chief Executive, Institute of Financial Planning
Antony Williams, Director, Evolve Financial Planning
Barry Horner, CEO, Paradigm Norton Financial Planning
Andrew Fisher, CEO, Towry Law
Brett Davidson, Chief Executive, FP Advance
Julie Lord, Principal, Cavendish Financial Management
Simon Gibson, Director, Atkinson Bolton Consulting
James King, Partner, Head of Private Client, Price Bailey Private Client
Peter McGahan, CEO, Worldwide Financial Planning
Jane Wheeler, Principal, Direction Financial Planning
Stephen Tucker, Managing Director, The Fry Group
Lee Robertson, CEO, Investment Quorum
Alan Smith, Managing Director, Capital Asset Management
Stephen Willis, Principal, Piercefield Asset Management
Neil Shillito, Director, SG Wealth Management
Bruce Wilson, Managing Director, Helm Godfrey
Lewis Jarrett, Partner, Lewis Jarrett & Co.
Justin Lowes, Managing Director, Lowes Wealth Management
Ian Shipway, Director of Investments, Thinc Group
Rebecca Taylor, Managing Director, Dunham Financial Services
Richard Bertin, Partner, Asquith & Partners
James Harvey, Director, James Harvey Associates
Ian Green, Director, Green Legal & Financial Consultancy
Piers Denne, Consultant, DV Consult
David Thomas, Marketing Director, SG Wealth Management
Lisanne Mealing, Managing Director, MDM Associates
Adam Young, Wealth Management Services, GIS Financial Services
Andrew Perkins, Managing Director, IF Alliance
Anthony Harding, Managing Director, Anthony Harding & Partners
Rebecca Driver, Director of Research and Chief Economist, ABI

Attend FinPlan 2009 and you will hear key themes including:

The Finplan 2009 Transition Thought Leadership Panel: Hear from a panel of leading figureheads in the financial advisory space exactly what transitioning means for you, your client and your business and how to go ensure you transition without suffering financially
The Investment Management Think-Tank: Using the right investment approach is crucial for the success and growth of your practice. There are several options available to you and this think-tank will explore each one of them and explain the benefits and shortcomings of each approach
Practical Real-Life Case Studies: At FinPlan 2009 you won’t just hear the theory, you can learn from the experts how to implement solutions in practice. The event features case studies presentation on active and passive investment approaches, becoming a discretionary fund manager and building a solid and scalable business
A Whole Day Dedicated to the Practical Steps to Building your Recurring Fees Business: If you want to know how to build a successful practice no-one else can advise you better than those who have done it before you. This whole day is designed to answer all your questions and learn from top industry names including Barry Horner of Paradigm Norton Financial Planning and Brett Davidson of FP Advance

Speaking and Sponsorship Opportunities

If you are interested in speaking at FinPlan 2009 or to learn more about sponsorship opportunities, please contact

Ziad Khairallah
+44 (0) 20 7368 9455
ziad.khairallah@wbr.co.uk