Adviser toolkit: tips for building a successful financial planning practice
This Wednesday, 20th July, Eric Clapton of Clapton Consultants will team up with Bob Freeman, Chief Operating Officer of Voyant UK Ltd to deliver practical advice on how to help your clients achieve their personal financial planning goals (PFP).
In this interactive webinar, we will focus on how lifetime PFP cash-flow planning software can be used to engage with your clients to develop long-term professional relationships and build a more profitable business.
We will explain how this approach can help your clients achieve their personal financial goals and help you build long-term sustainable relationships to increase the profitability of your practice.
We will also share valuable insights on how to employ certain tools to enhance and develop your private client and PFP business. This will include a detailed look at financial modelling software as well as visual, interactive tools which can be used to illustrate meaningful PFP scenarios to showcase your expertise and improve clients understanding.
To find out more or to register for the event, please click here
For other dates for your diary, Eric Clapton is due to share his insights on a behavioural economics seminar hosted by the ICAEW this coming Monday 25th July. Next month, he will also be collaborating with Prudential to share his expertise on the benefits of DPB licensing.