Financial Planning Skills

Meet our Speakers

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Paul Armson

Inspiring Advisers : Life Centered Planners

Neil Bage

Be-IQ

Susan Bradley CFP®, CeFT®

Sudden Money & Financial Transitionists® Institute

John Dashfield

Client Centred Advisers

Andy Hart

Humans Under Management

Russ Haworth

The Family Business Partnership

Nick Lincoln

Values to Vision Financial Planning

Richard Mullender

Former Scotland Yard Hostage Negotiator, The Listening Institute

Dr. Moira Somers Ph.D., C.Psych.

Money, Mind and Meaning

Bob Veres

Inside Information

Talks

How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!

The New Profession - The Keys to your Future

Listen. Like Your Life Depends On It

Creating a transformational client experience

The Financial Transition Planning Model

Advisor Success - The Three Killer 'BE's

Life Centered Financial Planning for Family Businesses

Rethinking Risk Tolerance Assessments

How to bring a real sense of urgency to Life Centered Financial Planning

Understanding the Human: The power of behavioural insight

Informed Risk For The Financial Literate

Register