Friday, 02 May 2014 09:33
Delegates' delight at IFP's Financial Planning Day
The IFP's first ever conference - looking in detail at the six step process of Financial Planning - took place yesterday in Solihull.
A range of speakers from the Financial Planning world gave presentations at the event, sponsored by Prestwood and IRESS.
Steve Martin CFPCM, who was chairing, said: "As Financial Planners we've got an amazing opportunity to change people's lives forever. I hope that by sharing our experiences with so many professionals that we've inspired them to find out for themselves how using the six step process can transform their relationships with clients and their business profitability."
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IFP communications director Sue Whitbread said: "The fact that all the speakers were CFPCM professionals who put the six step process at the core of what they do was incredibly powerful and inspirational for all who attended. The feedback from delegates has been very positive."
Paul Etheridge, FIFP CFPCM, rounded off the formal sessions with a series of practical tips for delegates based on his 39 years experience of practice. Mr Etheridge is also founder of Prestwood software.
A range of speakers from the Financial Planning world gave presentations at the event, sponsored by Prestwood and IRESS.
Steve Martin CFPCM, who was chairing, said: "As Financial Planners we've got an amazing opportunity to change people's lives forever. I hope that by sharing our experiences with so many professionals that we've inspired them to find out for themselves how using the six step process can transform their relationships with clients and their business profitability."
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IFP communications director Sue Whitbread said: "The fact that all the speakers were CFPCM professionals who put the six step process at the core of what they do was incredibly powerful and inspirational for all who attended. The feedback from delegates has been very positive."
Paul Etheridge, FIFP CFPCM, rounded off the formal sessions with a series of practical tips for delegates based on his 39 years experience of practice. Mr Etheridge is also founder of Prestwood software.
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