Webinars

Upcoming Webinars

12:00pm, Friday 16th October 2026

Confidently Discussing Fees

11:00am, Friday 23rd October 2026

How To Convert More Clients

12:00pm, Friday 30th October 2026

Perfecting Your Planning Meetings

10:30am, Friday 13th November 2026

White Paper Launch: The Future of Financial Planning Is Still Human

Past Webinars

9th October 2026

Conveying Your Value

7th October 2026

Disability Access Symposium Series: Accessible Advice Matters

2nd October 2026

Finding and Filtering Prospects

1st October 2026

Understanding the Menopause

25th September 2026

Time For A Re-Set? 2026

POWER Webinar banner: 'How to Discuss Bitcoin Calmly and Confidently with Clients' with Daniel Parkinson, The Bitcoin IFA; 18 September 2026, 10–11 am, colorful background.

18th September 2026

How to Discuss Bitcoin Calmly and Confidently with Clients

14th August 2026

The Efficiency Myth Killing Your Business

Promotional banner for POWER Webinar: Succession 4 with Brett Davidson, June 26, 2026, 12–1pm.

26th June 2026

Succession 4: Don’t Blow It At The Finish Line

Power Webinar banner with three circular headshots, the title 'POWER Webinar' and topic 'Succession 3: A Responsibility That Does Not Retire'; date June 19, 2026, 12–1pm.

19th June 2026

Succession 3: A Responsibility That Does Not Retire

Banner for POWER Webinar with a colorful watercolor background, three circular speaker headshots, and the event title: 'Succession 2: My Decade Long Successful Exit Plan'.

12th June 2026

Succession 2: My Decade Long Successful Exit Plan

Promotional banner for POWER Webinar with three speaker headshots and the title 'Succession 1: I Watched the Soul Get Ripped Out of My Business'.

5th June 2026

Succession 1: I Watched the Soul Get Ripped Out of My Business

29th May 2026

The Next Level Client Experience

22nd May 2026

The Hidden Time Drains Killing Your Growth

15th May 2026

The Psychology of Value Discussions

8th May 2026

Guiding Clients Through Divorce

Resilient advisers, better outcomes: showing up calm, confident and focused

1st May 2026

Resilient advisers, better outcomes: showing up calm, confident and focused

Banner for a PFS Power Webinar with speaker photo and title text: 'The Two Biggest Challenges When It Comes To Adviser Remuneration'.

24th April 2026

Successfully Implementing A Fast Growth Structure (Without Breaking Your Business)

Working with emotion: helping clients navigate emotionally charged moments

17th April 2026

Working with emotion: helping clients navigate emotionally charged moments

From transactional to transformational: redefining the adviser–client relationship

10th April 2026

From transactional to transformational: redefining the adviser–client relationship

27th March 2026

Human Skills: Elevate Your Team

24th March 2026

The Two Biggest Challenges When It Comes To Adviser Remuneration

20th March 2026

The Science of Soft Skills

13th March 2026

Beyond £1m: Building a Business That Truly Matters

6th March 2026

Human Skills: Elevate Yourself

27th February 2026

Why Are Smart, Capable Adviser-Owners Still This Overwhelmed?

20th February 2026

When Money Meets Human Nature 2

13th February 2026

When Money Meets Human Nature 1

6th February 2026

Special Needs Planning in 2026: What Advisers Need to Know

30th January 2026

Using Cashflow to Deepen Client Engagement & Trust

23rd January 2026

Client Psychology: The Competitive Edge for Modern Advisers

16th January 2026

Creating Social Media Content In 2026 That Works

15th January 2026

It’s Time to Fully Commit to 2026

12th December 2025

POWER Planning, A Coaching Way of Being, Consumer Outcome 5 Confidence

5th December 2025

How to Embed Coaching in Every Client Relationship

3rd December 2025

Stop ‘selling’. Start connecting. The psychology of winning new clients

28th November 2025

Make It Stick, Sustain High Performance

21st November 2025

How to Capture the Moment of Client Buy In

18th November 2025

If Incentives Worked, We’d All Be Amazing By Now

7th November 2025

Better client outcomes start long before meetings

31st October 2025

Why I niched down from the start

24th October 2025

Upgrade the Way You Operate

21st October 2025

Stop Wasting Money on Marketing That Doesn’t Work

17th October 2025

The Psychology of Getting Referred More

10th October 2025

How to Help Clients Identify What Matters Most

3rd October 2025

Why Niche Down?

30th September 2025

Is It Time For A Re-Set?

19th September 2025

How Quality Questions Unlock Client Motivation

12th September 2025

Press Pause to Reset and Refocus

29th August 2025

How ‘The 7 Questions Framework’ Builds Trust

20th August 2025

Five Themes That Are Still Critical In 2025

15th August 2025

POWER Planning, A Coaching Way of Being, Consumer Outcome 4 Control

25th July 2025

POWER Planning, A Coaching Way of Being, Consumer Outcome 3 Choice

18th July 2025

How to Listen So Clients Think Clearly

27th June 2025

POWER Planning, A Coaching Way of Being Consumer Outcome 2 Connection

20th June 2025

Why Coaching Skills are Essential to Financial Planning

13th June 2025

Finesse Your First Impressions

6th June 2025

Succession Isn’t a Transaction, It’s a Transformation

21st May 2025

POWER Planning, A Coaching Way of Being, Consumer Outcome 1 Clarity

13th May 2025

From Founder Led to Team Led: Building Leadership That Scales

30th April 2025

Financial Planning Business Transformation: The Risks That Paid Off

25th April 2025

Financial Planning & Cashflow 3: Growing Client Confidence

23rd April 2025

POWER Planning, A Coaching Way of Being, 5 Consumer Outcomes

16th April 2025

Scaling Smarter: The Structure That Takes Financial Planners to £2M+

11th April 2025

Financial Planning & Cashflow 2: Elevating Client Conversations

4th April 2025

Financial Planning & Cashflow 1: Achieving Client Outcomes

2nd April 2025

How to Get Financial Planning Clients

26th March 2025

5 First Meeting Mistakes and How to Avoid Them

19th March 2025

Financial Planning Business Transformation: Launch Day

14th March 2025

5 First Steps To Take With Special Needs Clients

12th March 2025

How Financial Planning Firms Hit £1M and Beyond

19th February 2025

5 Review Meeting Mistakes and How to Avoid Them

13th February 2025

Know Your Numbers

12th February 2025

Financial Planning Business Transformation: Setting a Date

7th February 2025

Financial Planning Business Start Up: Indicators of Success

31st January 2025

Financial Planning Business Start Up: Reality

15th January 2025

Financial Planning Business Transformation: Connecting with Purpose

11th December 2024

Financial Planning Business Transformation: Achieving Clarity

4th December 2024

Financial Planning Business Start Up: Making It Happen

27th November 2024

Financial Planning Business Transformation: 1985 – 2025

20th November 2024

Finessing Client Engagement

5th November 2024

Financial Planning Business Start Up: Going For It

30th October 2024

4 Stunning Leadership Qualities

23rd October 2024

Getting Your Remuneration Strategy Right

16th October 2024

Financial Planning Business Start Up: Day 510

9th October 2024

Making First Meetings Memorable Through Trust Based Selling

2nd October 2024

Financial Planning and Protection

1st October 2024

Succession v Sale

25th September 2024

Focusing on Lifestyle Financial Planning and YouTube

18th September 2024

Working With Imposter Syndrome

11th September 2024

10 Steps to a Special Needs Financial Plan

6th August 2024

Good Business Management

24th July 2024

Ten powerful ways to capture and keep your client’s attention

26th June 2024

How To Get Your Business In Flow

19th June 2024

Carving Out a Career in Financial Planning

12th June 2024

Automate the Tedious, Focus on What Matters

5th June 2024

Why Not to Interrupt

29th May 2024

The Top 10 First Meeting Mistakes (and how to fix them)

15th May 2024

How to Develop Fruitful Partnerships with Other Professionals

9th May 2024

Maximising Introducer Relationships

1st May 2024

AI and Financial Planning

30th April 2024

What I’ve Learned In 10 Years of Teaching Owner Advisers

10th April 2024

10 Ways You Can Serve Clients Deeply From The First Moment

27th March 2024

How to Avoid Financial Advice Going Wrong

21st March 2024

Your Business Won’t Grow Faster Than You Do

20th March 2024

Conversations that Connect

13th March 2024

Be yourself: how to attract and engage with high-value clients

6th March 2024

The 8 Keys to Doing a Brilliant Financial Planning Fact Find

21st February 2024

Get it Write

14th February 2024

Financial Planning in 2024: Evolving Fees and Income Streams

13th February 2024

Grow the Pie

7th February 2024

Financial Planning in 2024: Captivating Fresh Audiences

29th November 2023

Ace your Annual Review

22nd November 2023

AI and how we use it

14th November 2023

The Owner’s Dilemma

8th November 2023

The Last Day: Helping clients transition into retirement

19th October 2023

New White Paper: Solving the Scale Problem in Financial Planning Businesses

18th October 2023

Client Engagement Blueprint: Framing Conversations for Success

11th October 2023

The magic behind becoming a better communicator

4th October 2023

Perspectives on Client Segmentation

19th September 2023

Part 3 Unlocking Wellness and Wealth

13th September 2023

Part 2 Elevating Standards

6th September 2023

Part 1 Empowering Futures

5th September 2023

Generalists Are Scary (be a specialist instead)

8th August 2023

Grow Up (as a business)

12th July 2023

Attract clients who are fulfilling, fascinating and fun – Part 2

5th July 2023

Schedule, Commit, Complete

22nd June 2023

10 reasons why you can’t increase your fees

14th June 2023

Working with Vulnerable Clients

31st May 2023

Adviser Pain Point: Niche! If you talk to everyone you talk to no one

24th May 2023

Attract clients who are fulfilling, fascinating and fun – Part 1

11th May 2023

Running Your Business Should Be Fun

10th May 2023

The amazing power of questions

26th April 2023

Adviser Pain Point: Too many clients, too much work, too little money

20th April 2023

Grow Your Business Faster (Strategies & Tactics)

12th April 2023

Finesse your first meetings – Part 3

5th April 2023

From financial advice to transformative financial planning – Part 2

29th March 2023

Adviser Pain Point: Prospering as a Financial Planner

22nd March 2023

Taming your transactional advice monster

15th March 2023

Finesse your first meeting – Part 2

8th March 2023

How to explain fees and investment performance

7th March 2023

How To Grow Your Own Advisers

1st March 2023

From financial advice to transformative financial planning – Part 1

22nd February 2023

Adviser Pain Point: First conversations with clients

15th February 2023

Going on your own – Part Three

8th February 2023

Going on your own – Part Two

7th February 2023

How to build your perfect support team

1st February 2023

Going on your own – Part One

25th January 2023

The key ingredients of a successful pitch

18th January 2023

A succession story: the highs, the lows and the lessons

6th December 2022

POWER Planning: Advancing consumer focused financial planning

30th November 2022

Build recruitment into your strategy from day one

23rd November 2022

How to write in plain English

15th November 2022

New clients can’t find you and how to fix it

9th November 2022

The keys to selling yourself and your service

19th October 2022

Pricing your services, revisited

18th October 2022

Implementation fees are a barrier to doing business, or are they?

5th October 2022

Why every financial planner should have a coach?

20th September 2022

How to handle challenging conversations with clients

14th September 2022

How to politely disengage clients

7th September 2022

Life planning couples: two visions, one financial plan

31st August 2022

First Meetings: Tilting the Odds of Success

16th August 2022

How to get from £1m to £2m in revenue

27th July 2022

How to get Financial Planning clients

20th July 2022

Why clients will pay you more. And happily!

13th July 2022

How to Write Well or Better

6th July 2022

Three things you can’t avoid as a business owner

29th June 2022

What makes you different and why it matters?

22nd June 2022

What makes a great financial adviser?

15th June 2022

Pricing your services

1st June 2022

Innovate to thrive

25th May 2022

The power of client segmentation

18th May 2022

The Client Conversion Problem

4th May 2022

Fully engaged clients for life

26th April 2022

Time and how to use it for maximum effect

13th April 2022

From Prospect to Promoter

30th March 2022

How I Got to a Million Pounds in Revenue

23rd March 2022

How to Begin a Life Planning Conversation

16th March 2022

Finesse your first meetings

9th March 2022

How to develop a clear investment philosophy and why it matters

2nd March 2022

Client Conversations That Build Trust at Speed

23rd February 2022

Financial Planning Trends You Simply Can’t Ignore in 2022

16th February 2022

Advanced Cashflow Planning: Pull your planning up by the bootstraps

15th February 2022

How To Get To A Million In Revenue

2nd February 2022

How to politely screen clients

25th January 2022

Five Themes That Will Be Critical In 2022

19th January 2022

The Winning Financial Planning Formula

15th December 2021

Are You Walking Your Talk?

8th December 2021

A Lifetime in Planning: in conversation with George Kinder

1st December 2021

How to build a business to last beyond you

30th November 2021

How to network on LinkedIn – Part 3

19th November 2021

How to make great content on LinkedIn – Part 2

17th November 2021

Applying Effective Communication for Referrals and Business Development

9th November 2021

Finding Your Niche

3rd November 2021

How to make an impactful LinkedIn profile – Part 1

26th October 2021

The Story Behind the Story

22nd October 2021

POWER Talks to Practitioners – How to Grow Your Brand

19th October 2021

Market Yourself Like A Pro

13th October 2021

The Power of a Personal Brand: How to Differentiate Yourself from the Competition

12th October 2021

How to Grow Your Brand on Social Media

29th September 2021

Using the Voice of the Client to Drive Engagement

22nd September 2021

The Most Important Meeting: Building Lasting Client Relationships with Regular Reviews

7th September 2021

Keeping Your Clients On Track

3rd September 2021

POWER Talks to Practitioners – Becoming a B Corp

18th August 2021

B Corp – The Future of Business

11th August 2021

Back of a Napkin Financial Plan Part 2: Using the Matrix Book

3rd August 2021

How to Build Your Perfect Support Team

28th July 2021

POWER Talks to Practitioners and Their Clients

20th July 2021

The Payback from Better Client Relationships

14th July 2021

Cutting Through the Noise: ESG and Investor Behaviour

29th June 2021

POWER Talks to Practitioners – Client Advisory Boards

22nd June 2021

Keeping Cashflow Simple

9th June 2021

Back of a Napkin Financial Plan

1st June 2021

How To Make Recommendations Clients will Follow

26th May 2021

POWER Talks To Practitioners About Powering Careers in Financial Planning

25th May 2021

How To Blow Your Clients’ Minds

19th May 2021

Defining Your Financial Planning Service

12th May 2021

Engineering Robust Systems to Deliver Exceptional Client Service

28th April 2021

Power Talks To Practitioners About First Meetings with Clients

20th April 2021

Focus On What The Money Is For

14th April 2021

Structuring Effective Client Communication

7th April 2021

Commercials Part 2: Pitching Your Financial Planning Service and Fees and Overcoming Objections

31st March 2021

Power Talks To Practitioners About Fees & Charging

24th March 2021

Commercials Part 1: What and How to Charge for Your Financial Planning Service

17th March 2021

Demonstrating Your Value To Clients

10th March 2021

The Business of Financial Planning

24th February 2021

Power Talks Purpose, Vision, Values & Culture

16th February 2021

Is It Time To Re-set?

10th February 2021

The Power of Purpose

27th January 2021

POWER Talks to next gen influencer, next gen client and next gen planner

19th January 2021

Why Financial Planning is Good for Your Business

13th January 2021

Financial Planning and the Value of Advice

22nd December 2020

Looking After Your Team Through COVID and Beyond

9th December 2020

How to Win Clients Through Verbal Story Telling

25th November 2020

How to write your story and attract the right audience

24th November 2020

The future is what you make it

9th November 2020

Marketing That Works

4th November 2020

Change your Questions, Change Your Life

28th October 2020

Technology: Getting the Basics Right

27th October 2020

Are you Building a Business or Creating a Lifestyle?

14th October 2020

Technology: Where Do You Start with Client Relationship Management?

6th October 2020

The Hidden Magic of Behavioural Financial Advice

30th September 2020

How Financial Coaching adds massive value to clients and practitioners

23rd September 2020

How to Create a Successful Merger

16th September 2020

How to create a Financial Planning business that outlasts you

2nd September 2020

Fees, Value & Profit: Getting the Balance Right

19th August 2020

The Art of Practice Management

11th August 2020

Execution Excellence: The key to Business Success

29th July 2020

How We Run First Meetings with Clients

17th June 2020

Lifestyle Financial Planning: Turn Theory into Practice

9th June 2020

Future Proof Your Client Review Service

2nd June 2020

How to Build a Value Proposition Around Your Clients

19th May 2020

The Power in your Purpose

12th May 2020

Purpose & Vision: Building a Successful Financial Planning Business

5th May 2020

POWER Webinar: How to Build a Successful Lifestyle Financial Planning Business

7th April 2020

Webinar: Turnaround Your Business, A 5 Point Plan for Getting Things on Track

24th March 2020

Financial Wellbeing in the Workplace: An Opportunity for Financial Advisers

18th March 2020

Financial Wellbeing: help clients be happier, not just wealthier