The Institute of Financial Planning is hosting two workshops on values-based financial planning and life planning skills as part of a series aimed at developing the client service proposition.
The ‘values-based financial planning’ workshop will be held on 23rd April in Loughborough and will focus on building client relationships and how to generate increased profitability through more effective use of time. The ‘seven stages of money maturity’ workshop, hosted by George Kinder, will be held on 4th and 5th July in London and will focus on life planning skills. Both workshops will look at developing the relationship-building process between the client and the financial planner. If you have any comments you would like to add to this story or would like to speak to its author ab...
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