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Financial Planning Best Practice Workshop Wealth Management Consultants
Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Wealth Management Consultants
Our Values  Wealth Management Consultants I
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Our Values / Beliefs Wealth Management Consultants
[object Object],My personal Life Philosophy Wealth Management Consultants
Our view of Financial Planning  Wealth Management Consultants II
Financial Planning Wealth Management Consultants ,[object Object],[object Object],[object Object],[object Object]
[object Object],Financial Planning Wealth Management Consultants
Financial Planning Wealth Management Consultants
Our Offering Wealth Management Consultants V III
Our Offering – Who for Wealth Management Consultants ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Offering – Who for Wealth Management Consultants Typically: Senior Executives of listed Retail companies, aged 45-55, earning > £300kpa
Our Offering – What we do Wealth Management Consultants ,[object Object],[object Object]
Our Offering – How Wealth Management Consultants ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Offering – What our client’s say Wealth Management Consultants “ I left our last meeting wanting to skip, I felt so happy and free”
Our Offering – What our client’s say Wealth Management Consultants “ You have helped me understand what I need to be planning for and hence the decisions I need to make today to ensure this happens”
Our Offering – What our client’s say Wealth Management Consultants “ For years we have felt poor, had no fun and it has felt that we’ve been pushing a large rock uphill. But you’ve helped lift a huge load from us, shown the way forward and are now starting to have the fun (and the life) we have always dreamed of”
Our Offering – What our client’s say Wealth Management Consultants “ The reassurance and clarity of direction that you have provided has given us a greater sense of purpose in our day to day lives and, ironically perhaps, we are working as hard as ever but with even more enjoyment”
Our Offering – Why? Wealth Management Consultants ,[object Object],[object Object],[object Object]
Our Offering – My Personal Mission Wealth Management Consultants “ To do my utmost to ensure that all those people I encounter in my life, be they family, friends, colleagues or clients, can truly say “I’m pleased I did” rather than “I wish I had”
Our Marketing Wealth Management Consultants V IV
Our Marketing Wealth Management Consultants
Our Marketing Wealth Management Consultants ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
So ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Wealth Management Consultants
Wealth Management Consultants Thank You for Listening!

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Andrew Brook-Dobson-IFP Masterclass Presentation

  • 1. Financial Planning Best Practice Workshop Wealth Management Consultants
  • 2.
  • 3. Our Values Wealth Management Consultants I
  • 4.
  • 5.
  • 6. Our view of Financial Planning Wealth Management Consultants II
  • 7.
  • 8.
  • 9. Financial Planning Wealth Management Consultants
  • 10. Our Offering Wealth Management Consultants V III
  • 11.
  • 12. Our Offering – Who for Wealth Management Consultants Typically: Senior Executives of listed Retail companies, aged 45-55, earning > £300kpa
  • 13.
  • 14.
  • 15. Our Offering – What our client’s say Wealth Management Consultants “ I left our last meeting wanting to skip, I felt so happy and free”
  • 16. Our Offering – What our client’s say Wealth Management Consultants “ You have helped me understand what I need to be planning for and hence the decisions I need to make today to ensure this happens”
  • 17. Our Offering – What our client’s say Wealth Management Consultants “ For years we have felt poor, had no fun and it has felt that we’ve been pushing a large rock uphill. But you’ve helped lift a huge load from us, shown the way forward and are now starting to have the fun (and the life) we have always dreamed of”
  • 18. Our Offering – What our client’s say Wealth Management Consultants “ The reassurance and clarity of direction that you have provided has given us a greater sense of purpose in our day to day lives and, ironically perhaps, we are working as hard as ever but with even more enjoyment”
  • 19.
  • 20. Our Offering – My Personal Mission Wealth Management Consultants “ To do my utmost to ensure that all those people I encounter in my life, be they family, friends, colleagues or clients, can truly say “I’m pleased I did” rather than “I wish I had”
  • 21. Our Marketing Wealth Management Consultants V IV
  • 22. Our Marketing Wealth Management Consultants
  • 23.
  • 24.
  • 25. Wealth Management Consultants Thank You for Listening!

Editor's Notes

  1. This slide to play the bdbvideo.mov, alternatively can link to http://www.bdbfinancial.com/video