Next Roundtable: 11am, Thursday 6th July

The IFW Roundtable – Can we prepare ourselves for clients’ emotions?

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 July.. 

This will be our first structured CPD-accredited Roundtable.

Members and non-members attending for the first time can book here.

Non-members who have attended before should book here and pay £10 including VAT.

Expert: Martha Lawton will introduce the topic:

Can we prepare ourselves for clients’ emotions?

Your key learning points:

• TBA
• TBA
• TBA

Your expert – Martha Lawton

Martha Lawton is a financial educator and coach who has been helping people understand and use money better for over 15 years.

She has facilitated hundreds of workshops on day-to-day money management as well as running awareness raising campaigns and other financial wellbeing projects.

Her work has given her a deep insight into people’s emotional and psychological responses to money, which she discusses on her podcast Squanderlust. She was diagnosed with ADHD in January 2021.

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:  

• 7th September: How to help clients build their own resilience backpack. Expert: TBC

• 5th October:  Are Behaviours Inherited or Learnt? How can we turn that knowledge to the client’s advantage? Expert: TBC

• 2nd November: The role of financial professionals in reducing client anxiety. Expert: TBC
  
  

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 6th June

Wellbeing Café - How to work with clients who are in conflict over money

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 6th June.

Members (and non-members attending for the first time) should book here.

Non-members who have attended before should book here and pay £10 including VAT.

Dennis Harhalakis, certified money coach, presents:

‘How to work with clients who are in conflict over money.’

Your key learning points:

• Understanding the dynamics of money in relationships
• Common money issues and money traps for couples
• Building healthy communication around money

Your guest speaker – Dennis Harhalakis

Dennis Harhalakis is a Certified Money Coach and the founder of Cambridge Money Coaching. After 30 years in financial services, he trained as a Money Coach and set up Cambridge Money Coaching to help people understand and manage the money in their lives.

Having also completed Couples Coaching training, he uses the Money Coaching framework to help individuals and couples to make better decisions, reduce anxiety and other negative emotions, and communicate in healthy ways.

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: 

• 11th July – James Dent, The Family Elephant. Topic: ‘Empower clients to smash the taboos of death & money.’

Next Forum: 9am, Thursday 22nd June

The Forum for Coaches & Planners - Why Coaching Matters

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 Thursday 22nd June.

Book here.

Host Lorraine McFall, IFW Board member, financial coach and founder of Money Matters Financial Coaching, will be joined by special guest Tom Morris, Director & Chartered Financial Planner at Ovation Finance.

Why Coaching Matters.

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 host – Lorraine McFall

Lorraine McFall is a financial coach and founder of Money Matters Financial Coaching who uses her coaching, legal and financial experience to help clients achieve financial wellbeing.  Lorraine equips her clients with the skills they need to develop better money habits, identify their financial goals and develop a plan to achieve them while exploring any self beliefs or behaviours that impact their relationship with money and the results they achieve.

Your guest speaker – Tom Morris

Tom Morris is a Director & Chartered Financial Planner at Ovation Finance in Bristol.

Since joining Ovation in 2015, Tom has been researching the topic of Financial Wellbeing and how this can be implemented within a Financial Planning Practice. This research is also shared via the Financial Wellbeing Podcast, which he co-hosts and produces. Tom was also involved in the creation of the Financial Wellbeing Conference in 2018, with his colleague and fellow IFW director Chris Budd.

 In his spare time, Tom enjoys spending time with his young family and watching as much rugby and cricket as he can get away with.

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: 

20th July – Topic TBC. With Lorraine McFall.

The next Regional Meetings take place in July 2023

IFW Regional Meetings

Our regional events take place three times annually. They 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.

Book here.

The discussion topic for July:

‘How can financial wellbeing help us earn clients’ trust?’

There will be a focus on how financial wellbeing can equip us to achieve that trust.

This topic is based on our April Wellbeing Cafe with Roy Magara.

London and South East of England – 3pm on Wednesday 5th July

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

Scotland, NI, Ireland and North of England – 11am on Friday 7th July

Hosted by your regional leads Barra Gorman & Phil Clerkin.

Midlands and East Anglia – 3pm on Thursday 13th July

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!

*Past IFW Event* 23rd May 2023

*Past IFW Event* The IFW Annual Conference

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

The IFW Annual Conference ‘Invest in Wellbeing’ took place on 23rd May 2023, with an optional social event the night before.

Visit our dedicated Conference page to find out what you missed.

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

We are currently planning the IFW Annual Conference 2024.

*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