The Power of Influence: Unlock Growth Through Generations, Motivation & Referrals

About the Event

The Financial Planning Club invites you to a transformational day built exclusively for Financial Planning business owners.

If you're looking to expand your client base, increase retention, elevate your motivation, and unlock organic growth through referrals, this event is for you.

This isn’t your typical industry conference. It’s a highly focused, immersive masterclass, combining strategic content, peer collaboration, and practical tools you can implement immediately.

You’ll leave with not just big ideas, but the confidence and clarity to act on them.

What You’ll Gain

✔ Personal Motivation

Rediscover what drives you as a business owner. Walk away with personal clarity and a refreshed sense of direction, even when challenges hit hard.

✔ Intergenerational Motivation

Learn how to connect with, serve, and retain clients across age groups. From Millennials to Baby Boomers, ensuring your firm thrives well into the future.

✔ Client Referrals That Actually Work

Move beyond “hope and luck” with a system for turning delighted clients into consistent, natural brand advocates — without the awkward asks.

Hear from Past Attendees

“It wasn’t just inspiring, I left with a solid plan that actually made a difference.”
“There’s real power in hearing how other IFAs are tackling the same challenges.”
“A refreshing, no-fluff day that delivered on every promise.”

What’s Included

• Expert-led strategy sessions
• Hands-on exercises with takeaway tools
• Structured Collaboration and discussion
• Refreshments / Lunch / Networking Drinks

This is not a lecture. It’s an energising, collaborative session designed to deliver action, not overwhelm.

Who Should Attend?

This event is tailored specifically for:

• IFA founders and directors
• Small firm principals and partners

Whether you’re looking to expand, streamline, or simply get your mojo back, you’ll find your people (and your plan) here.

Why It’s Free (And Why You Shouldn’t Miss It)

We believe the best way to show what The Financial Planning Club stands for is to let you experience it.

Yes, it’s free. But it’s not “cheap.”

This is a high-value, high-impact masterclass designed for people who are serious about growing their business.

Seats are limited to maintain a quality discussion and depth. Don’t miss out.