1. Due to the overwhelming success of two Nationwide Roadshows, Prestwood
Software are pleased to announce an additional 5 dates for their ‘How To
Become A More Successful Financial Planner’ seminar. These seminars are
open to all IFP members who currently do not use Prestwood®/truth®
software, who would like to learn more about how Lifestyle Financial Planning
can help transform their Business.
How To Become A More
Successful Financial Planner
Dear IFP Member,
The FSA Retail Distribution Review and volatile investment markets are making
change inevitable. At the same time consumer expectations are increasing. They are
demanding more value, and a more service oriented, financial planning business
But how do you achieve this?
How do you add real client value? How do you position, promote and get well paid
for delivering an outstanding service? How do you transition to the ‘new model’
profitably - and more importantly - without going broke?
Well, that’s exactly what these seminars are all about.
These seminars will show you a simple, step by step process of how you can deliver
a genuine financial planning service to your clients, resulting in increased revenues
for you and increased satisfaction and loyalty from your clients.
We’ll show you…
What financial planning really IS and - more important – what it isn’t.
How to identify and deliver what clients really want.
How to create dynamic and exciting financial plans.
How to be more honest with clients about money - so they take action.
How to ask the big questions, the ones that clients really want answering.
How to easily justify and receive higher remuneration.
How to get more of the right clients.
How to revisit existing clients and easily increase your earnings.
How to increase client loyalty and get more referrals.
How to develop more rewarding relationships with professional connections.
How technology can help you to succeed.
And perhaps most important of all…
2. How to increase your confidence, lower your stress and get the fun back into
Plus lots more…
In the time available you’ll learn how to improve and re-position your service -
including ideas on what to say and how to say it - and what to do and how to do it.
In a nutshell you’ll learn how to double, treble or even quadruple your turnover
without working any harder.
But don’t take our word for it. Here’s what some recent delegates had to say…
“I've been in Financial Services since 1974. In recent years
I’ve been searching for a major differentiator. This is it!
This Seminar was a life changing event for me and my business,
so powerfully presented. Thank you for delivering
what you promised and ‘knocking my socks off’.”
Steven Whelan FCII, FPFS, CFP
“THANK YOU for a brilliant day yesterday and for reminding me that
financial planning is the best job in the world.”
Simon Yates DipPFS AIFP
“Best presentation I have seen for some time. Well worth the 8hr drive!”
Dhan Sharma – Sundridge Consulting.
“Your Seminar was the first thing to truly excite me in the
last 35 years in the business. Thanks for rejuvenating an aging IFA
into a youthful AFA (Alternative Financial Adviser)”
Mike Petrie, Petrie & Petrie
Who should attend?
Advisers and owners of businesses who wish to add more value to their client
offering in return for a substantial increase in business profits and value.
Who’s behind it?
These seminars are sponsored by The Prestwood Group, founded by Paul
Etheridge MBE - arguably the Pioneer of Lifestyle linked Financial Planning. Paul
recently received a ‘Lifetime Achievement Award’ from the IFP for his contribution to
Financial Planning. Prestwood have been helping advisers prosper since 1984.
These seminars are also sponsored by PIVOTAL CONSULTING who will present a
short, bonus session. Pivotal work with some of the highest quality Financial
Planning firms in the UK, and will be there to share their knowledge on the
importance of Global Best Practice and building recurring income into a
Who’s presenting it?
Your presenter for the day is Paul Armson. Paul is a successful IFA in his own right
and has been a top business producer for many years. Two years ago, at the age of
45 he decided to semi-retire and spend more time sailing his yacht around the world.
Now, when he’s not sailing he spends his time advising clients, running training
courses and mentoring other IFAs. He has recently teamed up with Prestwood, the
3. acknowledged leaders in financial planning software, to help other advisers benefit
from using proven, easily transferable methods.
What’s in it for the Sponsors?
Paul is fully committed to Lifestyle Financial Planning, and giving clients what they
really want, and because of this he uses Prestwood’s truth® financial planning
software. Due to this he will be using the software at various points during the day,
to demonstrate its advantages and how he uses it in his processes. However there
will be no ‘hard sell’ regarding the software and you’ll be under no obligation.
What does it cost?
In order to create a friendly and inspiring environment and to ensure each delegate
gets the most from the day each seminar only holds around 20 people, so spaces
available for these seminars are limited.
It normally costs a substantial sum to book Paul for a full day workshop. However
because of the Sponsor’s involvement each seat costs just £47 including VAT. I’m
sure you’ll agree that this is a small price to pay for the ideas and practical help you
will receive on the day. However it comes with the underlying guarantee that if you
don’t think the day was worth the money we’ll happily refund you, no questions
“This is exactly what was missing from my business plan.”
Richard Watson - Wealth & Trustee Management
“This fills a gap in my business and gives me an edge over any
James King - Managing Director - PB Financial Planning
Places are Limited. Book Your Place Now.
It’s easy to book, just FAXBACK the enclosed booking form – or send us an email -
saying which date and venue you prefer – and we’ll make sure you’ll get a space
on one of the most constructive, helpful and useful seminars around. This can
also form part of your Continuous Professional Development.
No need to send any money now. As soon as we receive your booking, we’ll send
you an invoice with confirmation and full details of the venue.
I look forward to seeing you.
Prestwood Software Limited
PS. Don’t forget, because we’re confident you’ll get great value out of the day
we’re happy to provide you with a money back guarantee - if you don’t think
the day was worth the money, we’ll happily refund you. No questions asked.
4. Act now! To reserve your place FAXBACK the enclosed booking form – or send
us an email without delay – to email@example.com
“If you aspire to be a truly professional
Financial Planner you will find attending
one of these seminars invaluable”
Simon Pym Williamson CFP – Broadway Financial Planning
Past Honorary President - Institute of Financial Planning
Sponsored by in
Prestwood Software Limited
Mill House, High Street, Kinver, Stourbridge, West Midlands, DY7 6ER