Photos from the 2012 Conference - View photos

What a great conference. Thank you to all who attended and helped to make it a success!

"The last two days were a brilliant success. Everyone who attended felt the same way and they all left knowing that their time had been well spent." Alan Moran, Interface Financial Planning Limited & Conference Co-host

Conference Agenda

The second Global Life Planning Conference on 26th - 27th January 2012 at The Cumberland Hotel in London 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 success of last year’s conference supports the growing popularity of the Life Planning movement and the need to further communicate the power of financial Life Planning as the key to authenticity and growth for practitioners.

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.

Topics & Speakers:

Lighting the Torch The EVOKE Method – Presentation & Demonstration
George Kinder, Founder & President, Kinder Institute of Life Planning

In Search of Much More Weird
David Ferguson, CEO, Nucleus Financial Group

Marketing your Life Planning Proposition - How to put Trust, Authenticity, Professionalism and Credibility at the Heart of your Promotional Activities.
Philip Calvert, Founder of IFA Life and Social Media in Financial Services Consultant

Talking to the ‘Right’ Brain
David Jones, Regional Director, Dimensional Fund Advisors Ltd.

Charitable Foundations & Bringing the Life Planning Message Public
Graeme Price, Bruce Wilson, Thom Boot

Adding value to your business with life planning: Increasing the Bottom Line
Tina Weeks, Luella Keeley

Practice Management in Life Planning
Nigel Barker-Smith, Kevin Chalk, Justin King

Unique Approaches to Middle Market
Antony Williams, Simonne Gnessen, Fred Hoekstra

The Journey of a Life Planner - One Man’s Story
Bruce Wilson, Vice President at Institute of Financial Planning Founding Director Helm Godfrey Partners Ltd

Financial Behavior dimensions in Life Planning
Symon Jagersma, CEO Care Why Personal Finance

How inner listening can help you, your client and your business
Jane Brendgen & Justin King

Building Trust through Empathy & Silent Listening
George Kinder with Nicolas Chagrin

Life Planning Couples
Louis Vollebregt - Director, Means in Progress B.V. | Life Planning trainer NL

World Café & The Power of the Life Planning Story
Mary Zimmerman, Owner, PATH Financial Strategies | Life Planning trainer

Understanding Legacy
Graeme Price, Director UBS Wealth Management and
Paul Palmer, Professor of Voluntary Sector Management | Faculty of Management

Presence: In Business & Life– An Exploration
Nicolas Chagrin, Director, Time 2 Act – International Impact and Presence Coaching

The Next Step In Life Planning… Building An Inspiring, Iconic, Profitable Business
David Scarlet, Managing Director, The Adviser Gym | Author of The Soul Millionaire

Looking Forward
George Kinder with Tina Weeks, Phil Calvert, Anthony Williams, Bruce Wilson & Symon Jagersma

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 to make this shift. The 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.

Hear what delegates from the 2011Global Life Planning Conference had to say

"Without question, the most meaningful conference I've ever attended in this industry in 26 years!"David Scarlett, Author of The Soul Millionaire

"Brilliant event. Well worth taking the time out of the office to attend. I personally learned so much from both the speakers and other attendees."
Susann Kulhas

"The workshops were great and the information very useful. I went home inspired again."
Gabri Verbeek

"In nearly 30 years of attending all sorts of meetings and conferences, I have never been in the presence of so many amazing, genuine, caring and committed professionals."
Kevin Chalk

"The Global Life Planning conference was well worth every minute I spent there. I have never been in the company of so many positive-minded and constructive people. What a total delight and so refreshing. ... I would definitely attend this event again."
Luella Keeley

"Really inspiring, really good use of two days."
Michael Ward

"An extraordinary two days.... I've never experienced a conference like it."
Peter Dunn

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