Joint Southampton CII / PFS
Hants & Dorset Region
Meeting
Thursday 13 May 2010 at
The Rose Bowl
, Hedge End, Southampton
11.30 for Southampton CII presentation, 12.30 for lunch. PFS Meeting to start 1.30 and finish at 4.30.
Agenda
11.30am - 12.30 The Insurance Institute of Southampton presents a session on Business Improvement from Christian Wenczka of Succinct Solutions
Well known marketing guru Christian Wenczka gives invaluable advice and tips on streamlining processes, adding value and keeping customers happy. Work smarter!
12.30 - 1.30 Lunch
1.30 - 2.15 Athos Rushovitch, Pruprotect - Unlocking Protection Opportunities
Changing the way protection is boughtand sold.
Athos is passionate about PruProtect, the innovation ethos of the company, it’s benefit lead products and the impact that he believes PruProtect can have on the United Kingdom Protection market.
2.15 - 3.15 Sarah Ellis Octopus Investments
Octopus Inheritance Tax Service & Developing Professional Connections
A fast and flexible solution to Inheritance Tax Planning, that allows clients to retain access and control to their money. Designed to provide an annual 3% net return to clients through lower risk investments plus looking at opportunities to develop and strengthen your links with professional connections.
3.15 - 3.30 Comfort Break
3.30 – 4.30 Tina Weeks & Phil Calvert – Introduction to Life Planning
Tina Weeks is the co-founder of Financial Weeks and the very recently launched Serenity Financial Planning – a dedicated Financial Life Planning brand. She has just become the first female Registered Life Planner in the UK and is also the Kinder Institute representative for the UK. She believes strongly in the benefits that Life Planning brings to Advisers, their businesses and their clients, so much so that she is co-presenting a series of introductory workshops around the country.
Philip Calvert is the Founder of IFA Life, the award-winning social networking website for IFAs and financial planners. IFAs use the website every day to network, share best practice, debate industry issues, find business resources and to provide help and support to one another. Philip is in demand as the leading expert on Internet marketing to financial advisers and is a passionate advocate of Financial Life Planning - having written a number of articles on why he believes it is essential that IFAs integrate it into their client proposition.
In this short session, Tina and Phil will reveal exactly what life planning is. They will be cutting through the hype and misconceptions and will be illustrating Life Planning for what it really is. They will also show you how introducing Life Planning into your practice can help you put together a compelling client proposition that helps improve your client relationships and your profitability.
For further information contact:
Edward Morell, Cert PFS
Tel: 01329 282678
Email: ed.morell@fosterdenovo.com