These workshops are also available on a stand-alone basis to non delegates.
With many advisers transitioning their business to a recurring income, client centric model there are key steps for the business to follow. At 10.30am, Brett Davidson of FP Advance delivers a powerful pre-conference workshop demonstrating that the order in which businesses carry out these steps will have a significant impact on success. The focus will be upon practical ways to attack the tasks not just to consider the tasks themselves.
The workshop is designed for business owners who are part way through the transition process but are looking for ways to get to the end more quickly. It is already proving very popular with conference delegates although attendance is also open to non delegates.
Nick Cann, CEO of IFP commented: "Due to ongoing demand from IFP members and other advisers considering their route to business transition, we've included this workshop ahead of our main conference programme.
“Brett is well known for his practical, no-nonsense approach and will deliver a host of great ideas that can be easily applied with immediate effect.
“There are only two years left until businesses need to be ready to work within the RDR proposals outlined by FSA. This is an opportune time for advisers to either take part in just this transition workshop session or, even better, to invest their time in attending the full IFP conference.
“Mixing with peers will provide considerable help to them in establishing ways of applying appropriate knowledge and skills for clients' benefit."
Also attracting the attention of delegates and non delegates alike is the Large Financial Planning Firms' Symposium, on Monday 20 September at 13.15pm.
Experts will debate key issues that need to be addressed when developing a Financial Planning service on a large scale for clients. Delegates can expect a practical and interactive session which is designed specifically to meet the needs of larger firms. Two of the speakers come from the USA to share some of their experiences and also the market trends UK firms are likely to encounter.
This is just one of four concurrent workshops taking place. Other workshop sessions are:
- Using Technology within Financial Planning
- Financial Planning in Practice
- Investment Management - A New Paradigm?
