Events

The PFS Lancashire, Merseyside and Cumbria regional commitee are delighted to invite you to join us for a 2 hour CPD event on networking and studying smarter! Michael Quigley, Kataholos - Connect and Conquer! Network with Confidence. Michael will explore practical networking training skills to connect with others with confidence and purpose, adding value to a situation. Register your place now as it will be a very popular event!

We’re delighted to be bringing back our Summer Ball. Booking is now open!

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

So often it seems that winning or losing a new deal comes down to our price whether it is fee, premium or commission. This comprehensive session will help delegates minimise the chance of price-based objections coming up, recognise types of price objections and what might lie behind them, before providing strategies and tactics to deal with specific objections

Everyone has a brand. It affects everything at work – from how receptive people are to your ideas to your chances of promotion. Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned