Club Events
we do things differently!
Where IFA Business Owners Connect, Collaborate and Empower Themselves
Why Attend Our Events?
At The Financial Planning Club, our events aren’t just sit and listen events – they’re transformational experiences.
Whether you’re looking to level up your business, connect with like-minded professionals, or simply get inspired, our events are crafted with purpose, energy, and a little bit of flair.
What’s coming up:
2026 events coming soon
What we’ve done:
London Sept 2024
London May 2025
Leeds Sept 2025
Birmingham Nov 2025
Our Clients
Don’t just take our word for it
What brought you to this event today?
Describe our event
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What makes this club event different?
Upcoming face to face events:
Friday 28th November 2025 - Birmingham
The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals
FREE Event for Business Owners brought to you by The Financial Planning Club…
Join us for an exclusive event designed specifically for IFA Business Owners like you. This inspiring day is packed with powerful insights, tangible strategies, and practical tactics to fuel your business growth.
Expect 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 Kickoff
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10.00am - 11.15am: Intergenerational Motivators
Learn how to attract, serve, and retain clients across generations from Baby Boomers to Millennials so your firm thrives long into the future. - Refresh and Re-Connect
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11.30am - 1.00pm: Personal Motivators
Rediscover your “why.” Reconnect with the deeper purpose that powers your work—especially when challenges hit. - Lunch and Re-Connect
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2:00pm – 4:00pm: Referrals That Actually Work
Ditch the awkward asks. Build a simple, repeatable system to turn happy clients into consistent brand advocates. - 4..00pm – 4:30pm: Summary, Empower and Wrap Up
- 4:30pm Onwards: Networking and Drinks
venue location
The Studio, B2 5EP
Members
30
Check out our YouTube channel for our previous events
Contact the Financial Planning Club
Join The Financial Planning Club and experience a collaborative community with trusted financial service professionals.
Complete the form below and a member of our team will be in touch.