The Inaugural Global Life Planning Conference will bring together executives and financial advisers from leading independent asset management and financial planning firms who want to enhance business and client service models. The goal of the conference is to provide delegates with a wealth of information and broad exposure to a variety of Life Planning tools and methods.

Life Planning is a major new methodology for delivering the next generation of financial services. Based on the simple premise that every client has a unique set of values and life goals, Life Planning provides a new paradigm for the advisory relationship—one based on a deeper knowledge of the client’s needs and more thoughtful solutions.

The client-centric Life Planning approach also implies a thorough re-thinking of an adviser’s business approach, including

• Charging model
• Marketing message
• Client discovery process
• Planning tools
• Risk assessment process
• Investment management strategy
• Client relationship management
• Office systems and workflow
  

There are many leading advisers who have faced these questions. They are using successful methods they are using to make this shift. The inaugural GLOBAL LIFE PLANNING CONFERENCE is your chance to hear from the pioneers of the Life Planning movement and learn for yourself how to put this new business model to work for your firm.

The program will emphasize practical answers so you’ll have ample opportunity to hear from and question advisers like you.

Book early! Early Special £299 ~ €355 ~ $465

Leaders, trainers, and practitioners of Life Planning will include:

Speakers:

Panelists:

Sample Sessions

Marketing Life Planning

Phil Calvert, founder of IFA-Life, Social Media and Marketing Expert
One key question for IFAs today is how to define and differentiate their service proposition. In this session, marketing expert Phil Calvert will explore the important differences of a Life Planning practice and how to put them across to your target clients.

The Allianz Experience

Rolf Nieuwland, Adjunct Director of Sales, Allianz NL
Gerard van der Made – Consultant, coach, and Life Planning trainer
This major insurance company introduced the “Pure Life” life planning program two years ago by training over 60 select brokers, using the Kinder Institute’s EVOKE process. Hear what lay behind this significant strategic move, how they implemented the program, and what the results have been. An important pioneering example of the use of life planning by a large financial services company.

Life Planning Methods

In one concentrated session, you’ll hear from leading practitioners of Financial Life Planning about the tools and methods they use, including the Kinder Institute’s EVOKE method, FinancialDNA, FinaMetrica, the work of Maria Nemeth, and more. Then in follow-on break-out sessions, you can hear in detail about these approaches and how they might fit in your business.

The Nitty Gritty Details: Panels of Practitioners

Many conferences are long on concepts and short on the details. In two focused afternoon session, panels of practicing financial advisors will share their stories of how they put life planning into practice and take your questions.

Practice Management Issues of Life Planning

Moving from commissions to fees, or refining one’s fee model, implies a different process and relationship with clients and this has far-reaching practice management implications. In this session, a panel of practice management experts and successful IFAs will lead a discussion about the critical PM problem areas facing today’s advisers and how to address them.

Book early! Early Special £299 ~ €355 ~ $465

Sponsors