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From Sales to Advice to Planning


The route to a successful ‘Lean, Mean, Planning Machine’

What do you need to do in order to take your advisory practice to the next level?

In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice.

The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics.

Watch today for a robust industry discussion, ideal for any adviser wondering what’s next and how to get there.

About the webinar

What does this journey mean and what do the models look like? During this webinar, metrics such as profit / number of clients / fee structures / the source of yields etc) for each model will be explored as well as:

  • Sales – what were we rewarded for?
  • Advice – professional and ethical sales?
  • Financial planning: The people business, not the money business
  • A discipline and a structure, not a badge or status
  • 90% of the 200 000 CFPs around the world do not earn most of their income from financial planning – why not?
  • The business of financial planning – financial planning is a team sport
  • The role – or not – of technology

By the end of this webinar, attendees will be able to:

  1. Define each business model
  2. Understand the different duties of care involved in each business model
  3. Explain the role of technology in the design and delivery of a financial planning business model

The speakers

Georgina-Smith-1 (1)

Georgina Smith

Head of Distribution

Georgina holds a strong belief that you’re never too old to learn; that continual development helps people stay motivated to do their jobs better and build a good company culture. Her two decades of work experience has set her up as an excellent manager who builds business value through focussed teams using stretching, but achievable, targets.

Having worked across different industries in both large corporates and small to medium-sized firms benefitting from learnings across her international experience, Georgina brings a fresh, and welcomed, outlook to the team.

Phil Billingham

Adviser, planner, writer, trainer and business consultant

Phil joined the industry in 1982 and is a past Director of the Institute of Financial Planning (IFP) and the Society of Financial Advisers (SOFA), and a past member of the Financial Planning Standards Board (FPSB) Regulatory Advisory Panel.

A specialist in helping Adviser’s cope with regulatory change, he has worked with Advisers, Planners and Regulators in the UK, Europe, USA, Canada, South Africa and Australia.

Phil is an Associate of the Chartered Insurance Institute (ACII), a Fellow of the Personal Finance Society, a Certified Financial Planner (CFP), a Chartered Wealth Manager and a Chartered Financial Planner. Professional Adviser Magazine listed him amongst the ‘Top 50 Influential Advisers’ in 2005 and 2011

Together with his wife, Shannon Currie, he is an active Planner and Director of Perceptive Planning. This firm has been awarded Chartered Financial Planner status, as well as being nominated as a ‘Top 100’ firm by New Model Adviser magazine in 2013, 2014, 2015 and 2016.

International Adviser has listed him as one of the Top 100 Global Influencers in Financial Services for 2018 and 2019.

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