In May 2011 Andy spoke to the Institute of Financial Planning Branch Meeting in Milton Keynes. He recorded the meeting and you can listen to his presentation here.
Andy addressed a number of issues raised by the audience. They included:
- Where do you start with financial planning?
- What is your role as a Financial Planner in your clients' lives?
- How do you get started as a new Financial Planner?
- How do I attract enough 'Ideal Clients' to achieve my goals?
- How do I manage my time to achieve my goals?
- How can I attract competent people to work with me in my business?
- What tools do I need to be an effective Financial Planner?
- What am I offering to my clients?
If you're a practising Financial Planner, or thinking of becoming one, you will find the answers to these questions in Andy's presentation. You're welcome to copy the recording for your own use, but we ask you to respect our copyright and attribute any material to this source.
If you would benefit from individual coaching or consultation, please contact our office to arrange an initial discussion. We'll do what we can to help.
We also run periodic workshops aimed at helping Planners become more effective with their clients and in their businesses. You can find more details here on our website, or just ask.