Montreux - Day 2

8th November 2017

Videos

Presentation Materials

  • 08:30 - Multi jurisdictional planning considerations - Philip Billingham - Download Slides
  • 09:40 - Right solutions for the right customer: The importance of understanding customers behaviour and personal risk in protection planning - Richard Horner - Download Slides
  • 10:50 - Lifestyle Financial Planning for Business Owners - Steve Martin - Download Slides
  • 11:40 - Bridging the trust gap - Using your website to win clients before they walk in your door - Pete Matthew - Download Slides
  • 12:20 - How is data changing customer engagement in Financial Services - Richard Howells - Download Slides
  • 13:00 - A MAP for the 21st Century Financial Planning Firm - Alan Smith - Download Slides
  • 13:40 - Life changing experiences - Kate Gannon - Download Slides
  • 13:40 - Life changing experiences - Jeremy Squibb - Download Slides
  • 14:20 - Driving value by consolidating legacy assets - Martin Coyle - Download Slides
  • 15:00 - Perfecting that first client meeting - Damien Rylett - Download Slides

Festival Programme

Please note, all times and locations are subject to change. To build your own personal schedule using the Personal Planner tool, simply book onto the event, then visit your My Events and click ‘View event details’, or download the PFS Events app and view the Festival programme there. Please note that the planner tool is purely to help delegates plan their attendance - there is no requirement to add any session to your personal schedule in order to attend.