At the last minute there was lots of talk regarding cashflow modelling, so this is a workshop not to be missed. We are very lucky to have Paul Armson – CEO & Founder Inspiring Advisers Limited – Transforming Financial Advice.

Monetary Solutions in collaboration with NatWest Business Banking would like to invite you to this fantastic opportunity to network and connect with fellow female IFAs.

Guest speaker

Paul Armson, CEO & Founder Inspiring Advisers Limited – Transforming Financial Advice

Paul will highlight how to communicate & deliver Financial Planning so clients would say “Why don’t ALL advisers do this? This is what I’ve always wanted from an adviser!”

He will then discuss about ‘The Transaction Trap’ and how to avoid it, so you end up with a genuine ongoing financial planning relationship which guarantees higher fees year in and year out.

Benefits of attending

This meeting is available for Financial Advisers, Paraplanners and Business Owners.

This event will give the attendees the opportunity to discuss some topic areas that are important to advisory, businesses and also to the clients.

CPD

Two hours of structured CPD.

Please can you confirm your attendance as soon as possible. We look forward to seeing you at the meeting.

Logistics

Date
28 February 2018

Venue
Child & Co, 1 Fleet Street, London, EC4Y 1BD

Time
2:00pm – 5:00pm (light refreshments included)

After

Venue
TBC

Time
5:00pm Meal and Networking at own expense

Book now