Events Calendar

< 2020 >
  • 04

    POWER Podcast: Inspiring Leaders

    All day

    David Scarlett, The Soul Millionaire, talks to Jo Little, CEO, Emery Little.

    Listen to previous episodes:

  • 09

    POWER Financial Planning Webinar: Future Proof Your Client Review

    All day

    Most advisers spend most of their time delivering annual reviews to existing clients. If you want to generate more referrals from those review meetings, then they better be good and they better add value.

    The truth is, there are only two things you need to do at an annual review meeting to blow your client’s mind.

    In this hard-hitting webinar, Brett Davidson of FP Advance tells you what those two things are and how you can deliver them simply and easily.

    Learning Objectives:

    1. Discover the two things every adviser must deliver at an annual review meeting.
    2. Learn how to demonstrate your value in a way that clients immediately understand.
    3. Simplify your review meetings and bring back the fun, for you and your clients.

    This webinar is pre-recorded and broadcast on Tuesday 9 June 2020.

  • 16

    FP Advance: Uncover Your Business Potential 2020


    Uncover Your Business Potential is an in-person coaching programme for the owners of financial planning firms who know there’s more value that can be created from their business.

    Now in its seventh year, Uncover Your Business Potential is the go-to course for professionals just like you, who want to:

    • Increase revenue and profitability
    • Feel more in control
    • Make better decisions
    • Get stuff done

    Uncover Your Business Potential will challenge you to be the best version of yourself and a force for good in our amazing profession.

  • 17

    POWER Financial Planning Webinar: Turn Theory into Practice

    11:00 -12:00

    60 minutes: 40 minutes presentation, 20 minutes Q&A

    Neil Parker, CEO, Joslin Rhodes demonstrates how to turn the theory of Lifestyle Financial Planning into a practical and easily repeatable financial advice service.

    Learning objectives

    During this webinar you will;

    • Gain a better understanding of the value of lifestyle financial planning
    • Understand how to turn a theoretical concept into a tangible process
    • Learn the coaching techniques and tools Joslin Rhodes’ Financial Planners use in their first meeting with clients achieving a 3 out of 4 client engagement rate.
  • 23

    Quiver 1 day: Coaching skills for financial planners - Live virtual workshop

    09:00 -16:30

    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.


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

Share this content