Paul Etheridge CFP™ Chartered FCSI is helping financial planners switch on their lightbulb with Masterclasses.
Financial planning is well served by the educational courses run by various organisations but there is a crucial element they have been unable to provide: inspiration or ‘the lightbulb moment’, as we call it at Prestwood.
Financial planning is more than just knowing about products and regulations. Many planners find themselves in a commercially lonely world, constantly running on their own hamster wheel with little time to reflect or focus on what they need to do to be successful and happy.
Paul Etheridge CFP™ Chartered FCSI, Chairman of Prestwood Group and the recipient of 5 Lifetime Achievement Awards, has helped many financial planners switch on their lightbulb.
Paul will be holding a few Masterclasses this year. Designed to inspire Financial Planners to achieve success and satisfaction in their lives, it has proved enormously beneficial to those who have attended.
Philip Knowles, a Planner who has been in the profession a long time but only in the last decade made the transition from advising on products to proper lifestyle financial planning recently attended one:
"I saw Paul for one-to-one mentoring three years ago. Paul was the first person to say to me, 'What do you want out of life?' 'How can I help you?'
“He started to give me a life. He helped me think. By helping me put in place the right structures and systems in my business, it meant that I could get back my life."
Who should attend?
Financial Planners aiming for:
- At least 3 months per year for family time and continuing professional development
- A six-figure personal income
- Peace of mind from well-structured systems
- A compact and manageable bank of profitable clients
- A reputation as a trusted adviser
A first step, the subject of this Masterclass, is the creation of a business plan based upon transferable techniques developed by Paul over the past 30 years.
"I don't know why more people don't do this," says Philip.
The next two events are 9 February and 1 March.
The full day Masterclasses are held at Beauchamp House, Prestwood.
The cost will be £500 + VAT per person.
To reserve a place please email sandra@prestwood-group.co.uk or phone 01384 273736.
Prestwood are the leaders in client facing financial planning software. In 2007 they launched 'Truth®' which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.