FinPlan 2009

Image of FinPlan 2009

Time: 10-12 March 2009
Venue: London, England, United Kingdom

FinPlan 2009 is a new conference for financial planners who want to offer a better, more qualified financial advice to their clients.

It has been designed for all new model advisers and those who are transitioning or are planning to transition to new model financial planning. Designed by advisers for advisers, this event is where you will meet and learn from some of leading figureheads in the UK financial advisory space today. If you are looking into how you can add more value to your clients, deliver better service and successfully transition to the new model, you definitely shouldn’t miss out on this event.

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

Organized by:

  • Worldwide Business Research



For more info



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