23rd May 2023

The IFW Annual Conference

The fourth IFW Annual Conference – “Invest in Wellbeing” returns on 23rd May 2023.  We’ll be back at The Bristol Hotel with an optional social event the night before.

Visit our dedicated Conference page for more details.

Standard tickets are available for both IFW members & non-members.

Next Roundtable: 11am, Thursday 6th April

The IFW Roundtable – Help your clients set good intentions for the new financial year.

This is the place for deep, exploratory dives into big, and sometimes complex, ideas. Join the experts for an informed discussion.

The next Roundtable is at 11am on Thursday 6th April. 

Book here.

Catherine Thomas-Humphreys introduces the topic:

Help your clients set good intentions for the new financial year. 

Your key learning points:

• How to ask great questions to find out where clients are and where they really want to be

• Techniques for setting purposeful actions

• How to help clients identify resistance and obstacles and prepare to overcome them

Your expert – Catherine Thomas-Humphreys

Catherine Thomas Humphreys is a certified financial coach and qualified financial adviser specialising in Family Finance, in particular for second time and blended families. Founder of #TheFinfluencer, she blogs, speaks and coaches on both the emotional and practical aspects of Money, Mindset and Change to Financially Empower Families so they can focus on what matters most to them and positively influence their finances for the benefit of their family.

Catherine co-hosts the Women & Money Café podcast.

Funmi is a personal finance expert, former lawyer, financial educator and coach as well as being an inclusion and equality activist.

Registration

IFW Members Roundtables are free monthly hour-long expert-led discussions for IFW members.

Non-members may attend once to get a taste of what we’re talking about.  If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

Dates for your diary for upcoming Roundtable discussions at 11am:  

• 4th May – Can we help clients identify & prioritise what matters? With expert Clémence Chatelin.

IFW Roundtables are free monthly events (among many that members can take part in) for IFW members, so if you want to come along and join the discussion, sign up for only £15 per month plus VAT here.

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.  

Next Wellbeing Cafe: 1pm, Tuesday 11th April

Wellbeing Café - ‘Helping clients to trust you in an untrusting world.’

Our Wellbeing Cafés are your monthly half-hour lunch-and-learn, designed for anyone who is short on time but keen to discover more about subjects related to financial wellbeing.

The next Wellbeing Café is at 1pm on Tuesday 11th April.

Book here.

Roy Magara of Magara Law. Roy will present:

Helping clients to trust you in an untrusting world.

Your key learning points:

• Presenting yourself to create a space where clients feel secure in your hands
• Unearthing what they need from your meeting, even when they may not know that themselves
• Safely helping people navigate their way through a heightened emotional state

Your guest speaker – Roy Magara

We statistically spend most of our time thinking about, talking about and in many cases worrying about our work. As an Employment Solicitor Advocate at Magara Law, Roy works hard to help clients through the legalities and complexities of the ‘every day’ and take the “worry” out of statistics. People are at the heart of Roy’s practice – whether employer or employee – and Roy’s aim is to ensure that whichever side of the relationship you are, your employment rights and obligations are in check.

Each month we bring in an expert with something valuable to share and give you the chance to sit back, enjoy a talk from a seasoned speaker, and then ask your questions. Our speakers include university professors, researchers and practitioners. Attendees typically come away with armfuls of notes and resources to deepen their understanding of human motivations and triggers they can implement to enrich client interactions.

Your Wellbeing Cafe Host – Hiren Panchal

Your Wellbeing Cafe host is IFW member Hiren Panchal, Certified Financial Coach and Founder of Wensons Financial and Wensons Legacy.

Registration

IFW Members Wellbeing Cafes are free monthly half-hour ‘lunch and learn’ events for IFW members.

Non-members may attend once to get a taste of what we’re talking about.  If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

Dates for your diary for upcoming Wellbeing Cafe lunch and learns at 1pm: 

• 9th May – Kylie Anderson, Online Business Strategist & Coach, presents: ‘The Role of Online Programs in Business Growth and Client Success.’
• 6th June – Dennis Harhalakis, certified money coach, presents: ‘How to work with clients who are in conflict over money.’

Next Forum: 9am, Thursday 20th April

The Forum for Coaches & Planners - 3 mistakes to avoid in client meetings

This monthly meeting is for all coaches, planners and paraplanners with an interest in coaching. It is an opportunity to meet new people, understand better how we all serve our clients and identify ways we can work in unison to deliver the message about Financial Wellbeing.

The next Forum is at 9am on 20th April.

Book here.

Guest host Simonne Gnessen will guide us into the topic:

3 mistakes to avoid in client meetings.

Initially established as a forum where planners and coaches can learn from one another, this is the place to discover how to dig deeper in client meetings for better results, whether that’s via financial coaching tools or simply learning to use a moment’s silence to allow room for your clients to realise what they really want to ask or tell you.

Breakout rooms are a common feature of these sessions, allowing you to get into small groups to discuss questions posed by the topic. There’s also plenty of time to ask questions (to encourage openness, the Forums are not recorded!) and share your own hard-won knowledge.

Your Forum guest host – Simonne Gnessen

Simonne Gnessen is a pioneering financial coach, the founder of Wise Monkey Financial Coaching, and co-author of ‘Sheconomics’.

Originally practising as an IFA for 10 years, Simonne broke away from the profession 20 years ago because she saw a need that wasn’t being satisfied by traditional financial services. She started her own Financial Coaching practice to help clients build a better relationship with money and feel calmer, more in control and confident about their finances.

Simonne’s work has been featured on BBC radio and TV and regularly in national newspapers and magazines.

Our usual host is Lorraine McFall, an IFW Board member, financial coach and founder of Money Matters Financial Coaching.

Our virtual Forums allow you to support and learn from our community with other financial services leaders. They’re also a great way to build new relationships with people in our industry and become known as a trusted source or service provider to them.

Registration

IFW Members IFW Forums are free monthly hour-long events for IFW members.

Non-members may attend once to get a taste of what we’re talking about. If you want to come along and learn from experts, sign up for only £15 per month plus VAT here.

Attendance of these events contributes to your unstructured Continuing Professional Development (CPD) requirements.

Dates for your diary for upcoming IFW Forums at 9am: 

18th May – Healthy and unhealthy money habits. With Lorraine McFall.

22nd June – Why coaching matters. With Lorraine McFall and Tom Morris.

*Past IFW event – look out for more like this*

*Bonus event!* Accessing the next generation… of clients, and talent.

*Past IFW event – look out for more like this*

In this special hour-long webinar, Chris Budd was joined by Adam Price, founder of both Octopus MoneyCoach and VouchedFor. Together, they  explores how building a financial coaching practice could help advisers:

• More quickly recruit, develop and monetise new talent, as financial coaches
• Support younger clients profitably without the regulatory risk and cost
• Create the capacity to open up new routes to market, such as local workplaces
• Bring more diversity into the industry – among both clients and talent

The next Regional Meetings will take place in Quarter 2

IFW Regional Meetings

The most recent quarterly Regional Meetings took place in January 2023.

Our quarterly regional events are the heartbeat of the IFW, allowing advisers, planners, coaches, paraplanners, indeed anyone with an interest in financial wellbeing, to get together and share ideas and good practice.

The discussion topic for January was:

‘How can we survive, and thrive, in a new era of financial planning?’

Times and dates:

Scotland, NI, Ireland and North of England – 11am on Thursday 12th January

Hosted by your regional leads Barra Gorman & Phil Clerkin.

London and South East of England – 2.30pm on Tuesday 17th January

Hosted by your regional leads Charlie Goodman, Hiren Panchal, Emily Pool & Chris Bowmer.

Wales and South West of England – 3pm on Tuesday 24th January

Hosted by your regional leads Alex Johnston & Kate Shaw.

Midlands and East Anglia – 2.30pm on Thursday 26th January

Hosted by your regional leads Darren Cooke & Nicholas Lee.

As these events take place online, if the date for your region doesn’t suit you’re welcome to attend another.

You’re also welcome to attend more than one – each of these meetings draws different gems and viewpoints to the surface!