Informed Choice chartered financial planner and CFP professional Andrew Neligan explains the ten questions you must ask before working with an IFA or Financial Planner, and the answers to these questions you should be listening for.Read more >
Dennis Hall, Chartered Financial Planner, Yellowtail
We all think we’re rational beings. So when we create our marketing strategies, we project rationality into our customers’ decision-making process. But we’ve all been proven to be predictably irrational creatures, making the same bizarre decisions over and over again.
So how best to make your marketing budget pay? Nick Barthram, Indicia’s DMA-Grand-Prix-winning Principal Planner and Chief Futurist Mike Fisher, Indicia’s ‘man behind the maths’ will enable you to explore consumer behaviour and why it doesn’t always make sense.
Nick and Mike will share a wealth of strange decision-making processes customers (and you) use, and how to turn them to your advantage. You’ll also leave with seven steps to ensure you spot the genuine patterns within data.
Informed Choice chartered financial planner Nick Bamford discusses the subject of investment risk and asks whether investors are taking too much risk with their portfolios.Read more >
In this webcast from Informed Choice financial planner and care fees specialist Catriona Lumiste, we will explain the ten things you need to know about the cost of care. With more of us needing long-term care in our older age, this important webcast will explain the cost of care, how it can be funded and the other considerations for care fees planning.Read more >
Informed Choice chartered financial planner Andrew Neligan describes the key personal finance measures contained within the Budget 2012 and explains what steps you need to take now.Read more >
Informed Choice financial planner Catriona Lumiste presents this webcast explaining the ten things all women need to know about their financial planning and divorce.Read more >
Informed Choice chartered financial planner Nick Bamford describes seven important things you need to know about your retirement income options.Read more >
Informed Choice chartered financial planner and CFP professional Andrew Neligan talks about the five most common mistakes made by investors this year and the steps you can take to prevent them from happening again in 2012.Read more >
Informed Choice chartered financial planner and CFP professional Andrew Neligan describes the unique Financial Planning challenges faced by people in retirement providing financial support to adult children and elderly parents.Read more >
Informed Choice chartered financial planner Nick Bamford looks at the changes to the pension Lifetime Allowance being introduced on 6th April 2012 and how Fixed Protection can be used to avoid a large tax charge.Read more >
Meetings will never go away. As businesses continue to tighten the bottom line, some meetings will get cancelled, consolidated, reduced in size or executed virtually, but people will always need to meet face to face. The way meetings are conducted, however, is going to change. And meeting planners need to stay on top of technological advances, corporate initiatives, budget restrictions, attendee expectations, meeting innovations and organizational goals or risk becoming obsolete. Don't just adapt; innovate. As a meeting professional, you have more power than you think. In this session, Plan Your Meetings Editorial Director Kristi Casey Sanders will teach you three simple ways you can make a big difference.Read more >
Informed Choice chartered financial planner Nick Bamford takes a closer look at the investment obligations of trustees and the steps they can take to ensure these are satisfied.Read more >
Informed Choice chartered financial planner Andrew Neligan will be sharing with you the ten things you need to know about your Financial Planning, to enable you to build, manage and protect your wealth.Read more >
Informed Choice chartered financial planner Nick Bamford provides a practical summary of the Budget 2011 announcements and considers their implications for your personal financial planning.Read more >
Informed Choice chartered financial planner and CFP professional Angela Murfitt explains the issues associated with divorce and financial planning, including the various pension options and ensuring you have sufficient protection in place for maintenance payments.Read more >
We interviewed social media maven, Cathy Curtis on the following topics:
- The Value of Having a Target Client
- Turning Your Website into a Lead Generator
- Attracting Your Perfect Client
- Blogging Best Practices
- What advisors could do better
Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Cathy?
To help answer any questions that might've arisen, we've invited Cathy back for a live Q&A with our audience. Don't miss this chance to connect with Cathy and to ask her your questions!
Informed Choice Chartered Financial Planner and CFP professional Andrew Neligan shares his top Financial Planning tips for Legal Professionals including Solicitors, Barristers and Judges.Read more >
Informed Choice chartered financial planner Nick Bamford describes the highlights of the emergency Budget and what it means for your personal financial planning.Read more >
Individuals are sometimes thrust into the world of Oz (Continuity Planning) with little or no background in the area. Through their journey in Oz, they stumble upon resources and find frequent barriers to success. Some of the most daunting tasks Continuity Planners face are designing and implementing EOCs, TRCs, and BRCs. Can you succeed without the great and powerful Oz?Read more >
In today’s work environment, just doing a good job isn’t good enough. You need to know how to communicate your worth and share your successes. Plan Your Meetings Editorial Director Kristi Casey Sanders leads this interactive session that will teach you how to calculate your event ROI, and effectively communicate how the work you do contributes to your company’s bottom line and fulfills organizational goals.Read more >
In 2013, the Certified Financial Planner Board of Standards launched the Women’s Initiative to understand the reasons for the persistent low numbers of women CFP® professionals. Women comprise approximately 23% of the certificant base, a number which is somewhat lower than the 31% representation by women within the broader financial advisory profession. What’s more, the percentage of CFP® professionals who are women has not changed for over a decade, even as the profession itself has grown and become well established in the financial marketplace.
This presentation will discuss the ground-breaking research, both qualitative and quantitative, conducted by CFP Board. Focus-group participants and survey respondents were drawn from virtually every demographic group with a stake in the discussion of women’s professional status in financial planning. These groups included students in academic and certificate financial planning programs, educators, students pursuing finance-related majors, women and men in financial services both with and without the CFP certification, firm executives and recruiters, even clients of financial advisors who were asked about the role of gender in their choice of advisor.
Eleanor Blayney, CFP®, Consumer Advocate for CFP Board and a member of the Women’s Initiative Advisory Planning, will highlight the major findings from the research, as well as discuss the business case for more female CFP® professionals. Most important of all, she will share the recommendations of the WIN Advisory Panel for attracting and retaining more women CFP® professionals, in terms of what can be done today, tomorrow, and into the longer-term future to bring gender parity to the financial planning profession.
Many IFA’s have expressed concern about the choice between independent and restricted business models.
There are emotional ties to being independent and for many that is a major driver. Others want to run the ‘right’ business model for them and are confused by the ‘noise’ that says “restricted is fine, your clients won’t mind and you can make more profit that way.”
But is there an agenda behind this message? Or perhaps more than one?
This webinar will look at these points, as well as the difficult issues around the role of ‘unsuitable investments’ in deciding if you really are independent or would restricted – or perhaps ‘specialist’? – be a better business model.
And no hidden agendas!
The RDR is going to force change on the intermediary community. But in our experience change is much better if you force it upon yourself. The last six years have seen us change our business beyond recognition. No way did we get it right all the time and we haven't yet finished the job but I am happy to share our successes and failures with you.
Nick is Chief Executive of Informed Choice Ltd a firm of Chartered Financial Planners based in Cranleigh, Surrey. Informed Choice is a family owned and managed business created in 1994 by Nick and his wife Andy who is Client Services Director. In 2003 they were joined by their son Martin who is now Managing Director.
In 2000 Nick became a Board Director of SOFA and in 2001 was elected Vice Chairman. He was appointed as Chairman in 2002 and served in that position until SOFA merged with the Life Insurance Association (LIA) at the end of 2004 to form the PFS. He has subsequently served on the CII Examiners Committee and the Financial Services Skills Council Accreditation Committee.
Nick is a Chartered Financial Planner and in November 2006 graduated from Napier University with a BA Hons Degree in Financial Services. He is often quoted in both the financial services and national press and has appeared on Radio and TV commenting on financial matters.
Between 2004 and to date Nick has been reengineering the change of the business into one which looks robust in light of the Retail Distribution Implementation Programme. Fee charging, highly qualified advice and service orientation, backed up by a team of People, Systems and Processes, Brand values and building AUM
His typical week is spent running the business, spending time with his grandchildren and trying to watch as much football and rugby on Sky Sports as he can possibly get away with!
Is the budget tightening, and there is more and more emergency planning to do? Is it becoming increasingly tough to cover all the different emergency planning disciplines, with an every reducing staff? Like putting together the pieces of a puzzle, it is all about finding the right piece to fit into the puzzle, so that you can see the entire planning picture.
In a constrained economy, organizations are seeking to streamline their businesses to ensure that they are able to save money, while still accomplishing their mission. A Mission Assurance approach to planning for emergencies is not only critical to ensuring your business is resilient enough to survive an emergency, it’s also a way to streamline your organization and ensure that you are making the best use of the money you are putting into your business.
Mission Assurance planning is about bringing together the disparate planning groups, to ensure that planning is cooperative, comprehensive, and integrative. It is about removing the stove pipes of traditional continuity planning, and bringing in a collaborative approach, where all the different aspects have a part to play in the assurance of the organization’s mission.