Events Calendar

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  • POWER Financial Planning Webinar: The Power in your Purpose
    All day
    2020.05.19

    When you know your purpose and have a plan to get there, you can walk through brick walls to bring your vision to life.

    But if you lose your ‘reason why’, it can be hard to drag yourself out of bed every day.

    If you’re looking for an injection of enthusiasm right now, then this is a webinar for you.

    Rediscover your mojo and light a rocket under your business.

    Brett Davidson of FP Advance is the master at helping business owners find their “goal bigger than money”.

    And when they do … look out.

    Learning Objectives:

    1. Understand the need for absolute clarity of your vision, before you take your next step.
    2. Discover the real motivators that business owners use to achieve great things (and it’s nothing to do with money)
    3. Learn a powerful list of questions that will allow you to create own powerful and personal vision of the future.

    This webinar is pre-recorded and broadcast on Tuesday 19 May 2020.

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  • Quiver 1 day: Coaching skills for financial planners – Live virtual workshop
    09:00 -16:30
    2020.05.20

    This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships.

    Feedback for the virtual course:

    “As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out – lots of useful hints and tips that I could easily transfer to my day job, well worth the time and money.” – Stuart Millan, Kingsfleet Wealth

    Course Content

    Course participants will learn

    • The benefits of using coaching conversation techniques as a financial adviser
    • Purposeful listening and observation techniques for improved understanding of clients’ needs and motivation
    • High quality questioning to help increase the clients’ self-awareness and facilitate their thinking and decision making
    • How to uncover clients’ goals and deeper motivations, and through these help them see more possibilities
    • How to build strong rapport and relationships with your clients
    • How to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

    Course Format

    • Live virtual 1-day workshop split into 4 sessions (3 x 90 minutes and 1 x 45 minutes with good breaks in-between).
    • The training is interactive, fun and makes full use of breakout rooms, whiteboard and other Zoom technology.
    • The sessions are practical; mixing theory with conversation exercises.
    • After the workshop you will also get access to online self-help resources in our Coaching Academy with descriptions of all the models and techniques shared during the workshop and downloads to use when applying the coaching skills in your client conversations.
    • You will receive a certificate upon completion.

    Feedback for the virtual course:

    “I recently completed the Coaching Skills for Financial Planners course and found all aspects excellent. The course content was interesting and engaging and it was great that you could access everything covered after the course finished on the Online Platform. Jan was great at delivering the sessions to us, I really appreciated the support and encouragement he gave throughout. I now have a new mind set and will definitely be bringing the skills I learnt into practice. A massive thank you to Jan!” – Penny Birks, Barry Fleming & Partners

    CPD for Financial Advisers

    The course is open to all and can count towards your CPD requirements.

    Costs

    The cost for attending is £275 plus VAT per person.

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  • POWER Webinar: Building a Financial Planning Business
    11:00 -12:00
    2020.05.27

    How to build a successful Lifestyle Financial Planning business

    About this webinar

    This is the story of Joslin Rhodes Lifestyle Financial Planning Limited, told by CEO Neil Parker. Neil talks about: why he has built a career as a Lifestyle Financial Planner; growing revenue from £100K to over £4M using Lifestyle Financial Planning; leading a team of 60, all with the mission of helping clients answer one of the biggest questions in life, ‘Do I have enough and will I always have enough?”

    Learning objectives

    During this webinar you will:

    • Gain a better understanding of why lifestyle financial planning is a fulfilling and desirable service to provide.
    • Learn how to present the idea of lifestyle financial planning to clients in a way they can engage with it and immediately understand the benefits.
    • See what the Joslin Rhodes ‘Plan Happy’ lifestyle financial planning service looks like.
    • Begin to understand how to turn this service into a repeatable, sustainable client-focused process.

    Presented by:

    Neil Parker and Sarah King of Joslin Rhodes

    Register now for free:

    We will send you a link to the webinar the day before and an hour before it begins.

    Please use this contact form to register.

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