Upcoming Webinars

11:00 am, Tuesday 6th August 2024

Good Business Management

2:00 pm, Tuesday 1st October 2024

Succession v Sale

Past Webinars

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 in 2023

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?

27th September 2022

Digging deeper with cashflow

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

8th June 2022

How to produce simple deterministic cashflow models in Excel

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

3rd June 2021

Full Fat Financial Planning Based On Cash Flow Modelling

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

18th November 2020

Be Authentically You, in Marketing and Always

11th November 2020

Let’s talk about Financial Planning and Diversity

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?

21st October 2020

Technology: Add Value To Your Business Simply & Effectively

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

26th August 2020

How to Prosper in the Pandemic World

19th August 2020

The Art of Practice Management

12th August 2020

How to Make Cashflow Modelling Assumptions you can Rely On

11th August 2020

Execution Excellence: The key to Business Success

29th July 2020

How We Run First Meetings with Clients

1st July 2020

Cashflow Modelling from a Practitioner’s Perspective

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

Webinar: 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

6th February 2020

Coaching; tips from practitioners who have embedded it in their proposition

28th January 2020

Coaching; a powerful opportunity for advisers

28th January 2020

Coaching; driving improved wellbeing for clients