Speaking at the IFP’s Northern Conference

This was the 3rd time I’ve been asked by the Institute of Financial Planning to present this Masterclass session on “What does Lifestyle Financial Planning really look like? Marketing it, Delivering it and profitably helping to transform client’s lives”.

The feedback from previous sessions has been fantastic and today’s also seemed to go down well.

For those interested, the slides are here, and the video’s Five, BDB and Lost Generation

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BDB Financial

Published:
March 11th, 2011

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