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