Opening remarks from the chair

Nick Cann, Chief Executive, Institute of Financial Planning

KEYNOTE ADDRESS: FINANCIAL PLANNING TOMORROW
An Industry Makeover – How do we Deliver a Successful Outcome for all Stakeholders?

Nick Cann, Chief Executive, Institute of Financial Planning

Accelerated Learning from the World’s Best Practices

Nick Blake, National Sales Manager – Wrap, Standard Life

STRUCTURED NETWORKING SESSION
Meet, exchange business cards, move on a fantastic way to begin long lasting business relationships!

THE FINPLAN 2009 TRANSITION THOUGHT LEADERSHIP PANEL:
Getting your Service Proposition Right to Ensure you Will Survive the Plunge in Revenue Flow

Moderator:

Nick Cann, Chief Executive, Institute of Financial Planning

Panellists:

Antony Williams, Director, Evolve Financial Planning
James King, Partner, Head of Private Client, Price Bailey Private Client
Jane Wheeler, Principal, Direction Financial Planning
Brett Davidson, Chief Executive, FP Advance
James Harvey, Director, James Harvey Associates

Ian Thomas, Head of Marketing, AXA Distribution Services

The Impact of the Credit Crisis on Retail Finance: an Overview of the Current Economic Climate

Rebecca Driver, Director of Research and Chief Economist, ABI

Driving Capital Value in Advisory Businesses

David Moffat, Group Executive, IFDS

INVESTMENT MANAGEMENT THINK-TANK:
Exploring Investment Approaches and Strategies Used by Financial Advisers: The Pros and Cons of Various Models

Panellists:

Piers Denne, Consultant, DV Consult
Anthony Harding, Managing Director, Anthony Harding & Partners
Andrew Perkins, Managing Director, IF Alliance David Moffat, Group Executive, IFDS

PRACTICAL CASE STUDY:
Delivering Better Long Term Portfolio Performance with Passive Investment Management

PRACTICAL CASE STUDY:
Achieving Superior Returns and Controlled Volatility with Active Investment Management

Simon Gibson, Director, Atkinson Bolton Consulting

ACTIVE VS PASSIVE DEBATE:
Practically Comparing Advisers’ Experiences with Active and Passive Investment Management Strategies

Moderator:
Lewis Jarrett, Partner, Lewis Jarrett & Co.

Panellists:
Justin Lowes, Managing Director, Lowes Wealth Management

PRACTICAL CASE STUDY:
Adding Value to Clients by Gaining Discretionary Management Status – Exploring the Drivers of this Rising Trend

Neil Shillito, Director, SG Wealth Management

DRINKS RECEPTION

Following the close of the conference, delegates are invited to unwind and relax with their conference colleagues at the drinks reception hosted by WBR

PANEL SESSION:
Creating the Appropriate Infrastructure to Practically Deliver your Proposition

Panellists:

Stephen Willis, Principal, Piercefield Asset Management Ltd
Andrew Fisher, CEO, Towry Law Richard Bertin, Partner, Asquith & Partners
Peter McGahan, CEO, Worldwide Financial Planning
Ian Green, Director, Green Legal & Financial Consultancy

Exploring the Selection Criteria to Choose the Appropriate Platform to Support your Business

Malcolm Murray, Head of Marketing, Transact

Transition Planning and the High Performance Business

Brett Davidson, Chief Executive, FP Advance

Clear, Fair and not Misleading - A New Direction for the UK Platform and Wrap Market

Peter Jordan, Head of Proposition Marketing, Skandia

PANEL SESSION:
Creating and Running a Successful Marketing and PR Campaign for your Brand

Marketing is critical for business success. The first step is understanding your customers and their needs. Then you must create, implement, communicate, and deliver the right solution for your client profile. This interactive panel will debate how to generate a custom-tailored marketing campaign to develop your company’s brand and maximise sales:

• Developing your marketing strategy and plan your strategic actions
• Defining how your services will meet your clients’ needs and desires
• Writing down your short- and long-term goals
• Making your business more visible to existing clients and prospects
• Using testimonials to increase your credibility
• Identifying, rate and leverage your PR skills to grow your business
• Monitor your results and make adjustments

Successful Private Client Seminars - 20 Proven Tips for IFAs to Plan, Promote and Present Successful Client Seminars

Seminars are a proven tool that IFAs can use to find new clients, new professional connections and to add value to existing clients. Philip Calvert is the author of Successful Seminar Selling, and at this startling session, he reveals his top twenty tips for IFAs to ensuring a full house at their seminars, including:

• How to use seminars as a powerful and cost-effective marketing tool and to add value to existing clients and professional connections
• Exploring the 7 deadly sins which IFAs make when promoting seminars - and how to avoid them
• 20 proven tips to dramatically increase attendance levels - including 3 golden tips you MUST remember
• Public speaking tips which professional speakers use to improve evaluations and increase referrals
• Understanding Google and how to use the Internet to support your seminars

PANEL SESSION:
Understanding what Type of Technology you Should Invest in and How it Can Impact your Business

CHAMPAGNE ROUNDTABLE DISCUSSIONS

After the main presentations are finished, you’re bound to be brimming with questions and ideas about the cutting edge strategies that have been presented to you. FinPlan 2009 gives you the opportunity to discuss the burning issues with small groups of your peers, and throws in champagne to get the debate flowing!

FinPlan 2009 will feature champagne roundtables on the following top issues:

• Avoiding the drop in income while you transition
• You think you have transitioned successfully - what next?
• Adopting the right investment management approach for your business
• Building a solid business through the use of the right technology
• Spread the word – exploring the marketing techniques that work for your business

PRACTICAL CASE STUDY:
Creating Scalability as a Solid Base on Which to Grow your Business

Ian Shipway, Director of Investments, Bluefin Wealth Management

Understanding Why Cashflow Forecast is Essential to Help your Clients Achieve their Lifestyle Objectives

Julie Lord, Principal, Bluefin Wealth Management

Increasing the Value of your Business to Make it More Attractive to Potential Buyers

Barry Horner, CEO, Paradigm Norton Financial Planning

ROUNDTABLE DISCUSSIONS

This interactive format is designed for the audience to comment on the key topics presented during the day, discuss their pressing issues and learn from each other. Networking and benchmarking your ideas have never been easier. The following topics will be discussed during the roundtable discussions:

• How do you know when your business is scalable?
• Exploring the art or succession planning and what buyers look for in the businesses they buy
• Why is CAR the key to independence?
• Assessing a client's tolerance for risk and loss: as the adviser do you understand what is meant by "risk"

Bringing the WOW Factor to your Business by Integrating Financial Life Planning

Bruce Wilson, Managing Director, Helm Godfrey
Adam Young, Managing Director, Dragonfly

Ensuring Your Staff is on Line and Prepared to Deliver on your Proposition

Practically Assessing the Right Level of Risk your Client is Prepared to Take and Communicating Investment Risk in a Language that He/She Can Relate to

Stephen Tucker, Managing Director, The Fry Group

PANEL SESSION:
Winning and Retaining your Clients’ Loyalty in the Long Term and Forecasting your Future Revenue Stream More Accurately by Adopting an Effective Customer Agreed Remuneration (CAR)

Rebecca Taylor, Managing Director, Dunham Financial Services
Richard Bertin, Partner, Asquith & Partners LLP
Peter McGahan, CEO, Worldwide Financial Planning
Dennis Hall, Managing Director, Yellowtail Financial Planning