FinPlan’s multi-streamed agenda full of real-life case studies and a multitude of interactive debates addresses some of the crucial challenges and opportunities available for financial planners today. Over 100 Financial Planners attend from all over the UK to network with their peers.

With a carefully designed agenda tailored to address financial planners' most pressing concerns, FinPlan provides you and all other Financial Planners with the tools you need to develop your business, including practical tips on how to:

• grow a successful recurring revenue business and increase profitability
• build and maintain productive relationships with your clients
• agree the appropriate remuneration for your services
• grow your company's brand through a winning marketing campaign
• maximise efficiency by developing credentials, qualifying clients and systematising your workflow
• build scalability in your fee-based business for effective succession planning
• adopt the investment management approach that delivers best returns
• select the right technology to help you grow your business
• improve service offering by incorporating wraps into your business

See here what people are twittering about FinPlan

FinPlan 2009 features an illustrious line up of expert speakers including some of the biggest names in the UK financial planning industry:

• Nick Cann, Chief Executive, Institute of Financial Planning
• Antony Williams, Director, Evolve Financial Planning
• Barry Horner, CEO, Paradigm Norton Financial Planning
• Lewis Jarrett, Partner, Lewis Jarrett & Co.
• Neil Shillito, Director, SG Wealth Management
• Julie Lord, Principal, Bluefin Wealth Management
• Simon Gibson, Director, Atkinson Bolton Consulting
• James King, Partner, Head of Private Client, Price Bailey Private Client
• Peter McGahan, CEO, Worldwide Financial Planning
• Jane Wheeler, Principal, Direction Financial Planning
• Lee Robertson, CEO, Investment Quorum
• Stephen Tucker, Managing Director, The Fry Group
• James Harvey, Director, James Harvey Associate
• And many more…

FinPlan 2009 would like to thank all of our speakers and sponsors for their contributions to such successful event. It was attended by 100 of the UK's leading financial planners, and received some overwhelmingly positive feedback.

We are looking forward to FinPlan 2010, details of which will be announced later this year.

Meanwhile, if you require any further information please contact Sally Green on sally.green@wbr.co.uk.