Skip to main content
Personal Finance Professional – setting standards and guiding the profession - return to the homepage Personal Finance Professional logo
  • Search
  • Visit Personal Finance Professional on Instagram
  • Personal Finance Professional on Twitter
  • Visit @PersonalFinanceSociety on Facebook
Visit the website of the Chartered Insurance Institute Logo of the Chartered Insurance Institute

Main navigation

  • Home
  • News
  • News analysis
  • Features
  • Study room
  • Opinion
  • PFS Radio
  • Digital magazine
Quick links:
  • Home
  • Personal Finance Professional Issues
  • SUMMER 2022
Features

The power of learning

Share on
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print
Open-access content Monday 13th June 2022 — updated 2.42pm, Friday 21st October 2022
Authors
Carrie Bendall
uylv

Carrie Bendall highlights how PFS Power webinars can help give your non-technical CPD a boost

Every week, webinars are added to the PFS Power website, focusing on the softer side of financial planning.

Content is guided by the Power Financial Planning Practitioner Panel and delivered by business coaches and financial planning practitioners. All give freely of their time to encourage the sharing of experience, skills and ideas to enhance the lives of financial advisers and financial planners. And of course, the resulting enhanced outcomes for clients.

Post-pandemic, what’s really exciting is how many members and non-members are still making time to attend these virtual events, week after week. Not just attending but asking great questions and providing such tremendous feedback. It has made the role of curating Power content a very happy place to be.

If you have not managed to join us at pfspower.org yet, take a look at some of the fantastic content now available on demand. If you have joined us, thank you – especially if you have been asking questions and following up with our contributors.

Here are six Power webinars that attracted the most attendees so far this year, in no particular order. You can watch these on demand and gain a CPD certificate if you watch for at least 40 minutes.

Finesse your first meetings

Melissa Kidd, Motem

How can you help clients navigate big decisions, especially when you have only just met? This webinar is about listening skills and relational intelligence.

Client conversations that build trust at speed

David Scarlett, Soul Millionaire

Some still believe it takes months, even years, to gain a client’s trust. Here, we learn it’s possible to build trust in the first meeting, changing client conversations from rearranging money to transforming lives.

How to begin a life-planning conversation

George Kinder in conversation with practitioner, Nigel Barker Smith

Built on the foundation that great financial advice starts with incredible listening, we learn how life planning skills are used to make sure a client’s financial resources are aligned with their life’s ambition.

Advanced cashflow: pull your planning up by the bootstraps

David Jones, Dimensional; and Abraham Okusanya, FinalytiQ

Explore the range of cashflow tools available and how to use them for maximum effect when building comprehensive, financial plans for clients.

How to get to a million pounds in revenue

Brett Davidson, FP Advance

How to focus time and energy on the five phases that businesses go through, to break through the £1m ceiling; and find out why marketing gets left until last.

How I got to a million pounds in revenue

Paul Cleworth, Tandem Financial

A sole financial planner gives away his secrets to achieving more than £1m of revenue in 2022, including how to build a client bank full of the right kind of people.

Carrie Bendall is head of content at PFS Power

Image credit | Shutterstock

Find out more

To see the full collection, visit: https://pfspower.org/webinars

Watch out for the Power email every other Wednesday for what’s coming next.

If you would like to help shape Power content in the future, email: bendallcarrie3@gmail.com

v3 Linked PFP_Summer 2022.jpg
This article appeared in our SUMMER 2022 issue of Personal Finance Professional .
Click here to view this issue

You may also be interested in...

rtx

Roadshows return

Caroline Stuart is a Chartered financial planner at Sparrow Paraplanning
Monday 13th June 2022
Open-access content
web_p38-39_Mark-of-professionals_credit_shutterstock_652722862.png

Mark of professionalism

Rebecca Aston and Hayley Brown reveal why customers are more likely than ever to ‘Choose Chartered’
Monday 13th June 2022
Open-access content
ih

Getting a grip on green

As various bodies seek to establish a common taxonomy for ESG investing, Dewi John examines the tensions between the different approaches
Monday 13th June 2022
Open-access content
yf

Retirement - best laid plans

"Liz Booth examines whether reduced life expectancy figures post-pandemic are affecting how people plan their finances"
Monday 13th June 2022
Open-access content
f

Where are the female financial planners?

There is currently a shortage of financial planners in the UK, so why are only 16% of them women? Samantha Secomb investigates
Monday 13th June 2022
Open-access content
ty

Steel focus

Matthew Connell explains the impact of the FCA’s British Steel pension compensation scheme
Monday 13th June 2022
Open-access content

Latest from Features

n;

Rethinking retirement

The cost-of-living crisis and politics are playing havoc with many people’s retirement plans, as Liz Booth reports
Friday 17th February 2023
Open-access content
sh

Economic outlook - how can advisers help?

As 2023 begins where last year left off, with widespread strikes, high energy costs, bad weather and a cost-of-living crisis, Liz Booth looks for signs of recovery
Friday 17th February 2023
Open-access content
yktc

Rebuilding the mortgage market

Aamina Zafar reports on a market still recovering from the disastrous mini-Budget and rising interest rates
Friday 17th February 2023
Open-access content

Latest from SUMMER 2022

TRJX

President's opinion - driving diversity

Sarah Lord examines the lack of diversity in the profession and what is being done to change it
Monday 13th June 2022
Open-access content
kyc

Q&A - Summer 2022

Q&A - Summer 2022
Monday 13th June 2022
Open-access content
uykc

Technical Q&A Summer 2022

Key answers on pilot trusts and salary sacrifice
Monday 13th June 2022
Open-access content
Share
  • Twitter
  • Facebook
  • Linked in
  • Mail
  • Print

BECOME A MEMBER

BECOME A MEMBER

SUBSCRIBE TO PRINT

SUBSCRIBE TO PRINT
PFP
​
FOLLOW US
Twitter
LinkedIn
Youtube
CONTACT US
Tel: +44 (0) 20 7880 6200
Email
Advertise with us
​

About the PFS

About us
Membership
Qualifications
Events

PFP magazine

Digital magazine
Podcasts
Blog
News

General Information

Privacy Policy
Terms & Conditions
Cookie Policy
Think Green

Get in touch

Contact us
Advertise with us
Write for PFP Magazine
Want to receive PFP Magazine
Not a member but interested in knowing more? Click here.

© 2023 • PFP Magazine is published by Redactive Media Group. All rights reserved. Reproduction of any part is not allowed without written permission.

Redactive Media Group Ltd, 71-75 Shelton Street, London WC2H 9JQ