Exclusive Events
for owners/managers of financial planning firms
Our events offer a unique opportunity to connect with peers, share insights, and foster meaningful collaborations that empower your business.
Our next face to face event:
Thursday 8th May 2025
The Power of influence: unlock growth through generations, motivations & referrals
Partnered with and Sponsored by Fundment:
This event is one of our regular events where club members come together to connect and share experiences. With 60 business owners in attendance, it’s a prime opportunity for networking and collaboration. We also have a limited number of spots available for non-members who are interested in joining us for the day. Don’t miss the chance to empower your business and expand your network!
Expect a day of game-changing content, plenty of time to collaborate with fellow business owners, and the chance to share experiences and spark new ideas. Walk away not just with inspiration, but with the confidence and tools to turn those ideas into action!
- 9.00am – 9.30am: Arrival and Refreshments
- 9.30am – 10:00am: Welcome, Connect and Introduction
- 10.00am - 11.15am: Intergenerational Motivators
- Refresh and Re-Connect
- 11.30am - 1.00pm: Personal Motivators
- Lunch and Re-Connect
- 2:00pm – 3:00pm: Client Referrals with special guest - Dimensional Funds
- 3:00pm – 4.00pm: Collaborative Implementation of Client Referrals
- 4..00pm – 4:30pm: Summary, Empower and Wrap Up
- 4:30pm – 5.30pm: Post Event Collaborators
venue location
Grand Connaught Rooms
Address
61-65 Great Queen Street, London WC2B 5DA
Members
60
Our previous face to face event:
Thursday 10th October 2024
Partnered with and sponsored by Charles Stanley, the Financial Planning Club is inviting 40 Club members to connect with us and collaborate with others, with the objective of empowering you and your business.
With a packed morning, there will be plenty of refreshments and, most importantly, ample time for networking with other like-minded business owners.
- 9.00am – 9.30am: Arrival and Refreshments.
- 9.30am – 9.45am: Welcome, Connect and Introduction.
- 9.50am - 10.30am: Market Update, Charles Stanley.
- Breakout Session, Collaboration:
- 10.35am – 11:20am: Empowered Workplaces: The Journey to Employer of Choice.
- 11:20am – 11:35am: Networking & Refreshments.
- 11:40am – 12:25pm: Mastering Business Growth: The GSM Framework.
- 12.30pm – 1:30pm: Summary, Empower and Lunch.
venue Offices
Charles Stanley
Address
25 Ropemaker Street, London, EC2Y 9LY
Members
40
Check out our youtube channel for our previous events