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The Institute of Financial Planning (IFP) Annual Conference is the UK’s most important financial planning event of the year.

It is where the leading financial planning professionals from the UK and overseas come to talk about what’s going on in financial planning, as well as listen to ideas which challenge conventional thinking.

Benefits of Financial Life Planning

I am excited to have been asked by the IFP to present alongside fellow financial life planning specialist, Tina Weeks, about how we deliver financial planning differently from most advisers.

Only a handful of financial planners incorporate what we call financial life planning techniques in to their conversations with clients. Financial life planning is all about understanding clients and finding out what’s most important to them, and what a genuinely fulfilling life would look like.  If an adviser can really understand a client’s hopes, dreams and concerns for themselves and their families, advisers can really deliver great financial outcomes.

Amongst Inspiring Company

The IFP Annual Conference attracts leading speakers from across the world. It will be a privilege to share the same stage with the likes of Doug Carter, foremost trainer and speaker who delivers training proven to create behavioural change.

The conference is a perfect forum for me to be inspired by leading thinkers within, and outside of, the financial planning profession. A forum for coming up with small ideas that then develop into big ideas that improve the way we deliver financial planning.

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