Andy Jervis was asked to speak at this session on the principles of financial planning. He addressed an audience of over 70 advisers from across the East Midlands. The session was well received and generated lots of interest and questions, with advisers particularly interested in how to create deep and enduring client relationships, how to discover clients life goals, and why it is essential to build a financial plan on emotions as well as logic if it is going to achieve the results clients desire.
Andy went on to explain the seven key financial planning areas that his company uses in creating client plans, more details of which can be found on this website.
You can download a copy of the slides used in the presentation here. You'll need to register first.
Andy recorded his presentation and you can listen to the content here. You'll need to register, or sign in with your e-mail address if you're already registered, to be able to access the audio.
If you're interested in the principles discussed in the presentation why not come along to the Client Magic Seminar? You can hear the Seminar organisers explaining what you will learn on the relevant page of this website.