The Institute of Financial Planning (IFP) will host a conference designed to guide intermediaries through key business areas usually overlooked in favour of more technical subjects.
The 'North of England Conference 2009: Maximising your potential' will be held on 24 March at Oulton Hall near Leeds.
The programme includes a session by David Brattisani, partner at threesixty services on the challenges and solutions facing advisers due to the RDR such as adviser charging, capital adequacy and qualifications.
Others will deal with the benefits of adopting a life planning approach and analysing the 'new model client' as well as the role and impact of using Paraplanners in a modern financial planning practice.
Sessions on the importance of robust business models helping financial practices weather the downturn, effective marketing, and use of digital media, management best practice, state of the art technology and qualifications will all be covered.
John Dashfield, owner of Dashfield Coaching and Development will also explore how intermediaries can establish long-term business relationships plus build trust and rapport.
"We will look at how people make decisions and how, through the use of the right questions, a deeper understanding of a client's motivations can be gained," he says.
Members and non members can attend the conference which costs £99 if booked before 16 February.
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