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 >
Watch this recorded session from Momentum 2016 to hear from two Small and Medium Businesses, Ed Gillis from Hotel Planner and Noam Haberfeld from AppAnnie, on their DocuSign implementations.
You will learn about how they developed their own implementation roadmap, expanded the usage of DocuSign to multiple departments, and rolled out new use cases under resource constraints.
Dennis Hall, Chartered Financial Planner, Yellowtail
With advancing technologies and increasing rates, troubleshooting Wi-Fi can be complex. Starting with vague user complaints like “the wireless is slow” or “I can’t connect”, and getting to the root cause can be time-consuming and costly.
We will examine basic methodical approaches to troubleshooting using the latest tools that can greatly reduce the time and cost. This includes new workflow improvements for distributed teams across remote sites.
Join this session to pick up wireless network troubleshooting best practices.
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!