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Insights & Action Forum Tuesday October 7th 2008

Insights & Action Forum Tuesday October 7th 2008. Welcome Participants: Brasil Netherlands USA Presenters: Courtney Pullen Sam Hull Symon Jagersma. Authentic Leadership. The Heart of Financial Planning. Clients / Business. Personal. Bill George – True North Align Empower Serve

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Insights & Action Forum Tuesday October 7th 2008

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  1. Insights & Action ForumTuesday October 7th 2008 • Welcome Participants: • Brasil • Netherlands • USA • Presenters: • Courtney Pullen • Sam Hull • Symon Jagersma

  2. Authentic Leadership The Heart of Financial Planning Clients / Business Personal Bill George – True North • Align • Empower • Serve • Collaborate Community

  3. Insights & Action Forum AgendaTuesday October 7th 2008 • 1 PM Personal Learning Experiences • 2 PM Integrated Client Centric Skills • 3 PM Create a Client Centric business • 4 PM World café Harvesting • 5 PM ….. • …………………social evening

  4. Insights & Action ForumPART 1 • Symon Jagersma & Courtney Pullen • WHAT HAS MOST EXTITED YOU PAST DAYS? • WHAT DO YOU WANT MORE OF TODAY? • Table host captures essence !!!!

  5. Table Marcel etcExcitement & more of essence? • Networking & sharing • The Profession USA • FP as Leadership & qualities role & skills • Educational • Lifeplanning in FP more normal • Soundingboard for ideas • Sharing of practice management insights

  6. Table GeraExcitement & more of essence? • Heartfelt planning for more people • Numbers & prediction are relative • More focus & time on relationship

  7. Table DeniseExcitement & more of essence? • American situation clarity (financial crises) • Red Sox; social –cultural • Community (Saturday) • Own life helicopter view • Holland ahead with software • Behind in integral approach • > devbelop integral advice (Ameriprise) • Case studies

  8. Table RicardoExcitement & more of essence? • Content • Uncertainty insights • Open door: client at the centre • USA expected money • Crises was diminished a bit • FPA practice what you preach: show real leadership: also admit mistakes and follow through on • Speakers embody authentic leadership: Walk the Talk !! • -> more possibility on the spot / actual address issues • -> open space & flexibility • -> market poll space, immediate needs • -> go with the flow / forum / knowledge sharing similar topics

  9. Table MoniqueExcitement & more of essence? • Networking (even more of that) • > more intimate facilities • > more special events like pre/post conf • > special workshops for international community as part of the conference • > more studygroups connections and international member • > face to face meeting with FPA board members • > feel individual challenges • > vulnerability (real world – world as it should be) • > more inside look companies

  10. Table Monique(2) Excitement & more of essence? • Relativeness figures; stick to your goals & dreams focus consumer • Open-mindedness people • Help, inform, supportive • Tell my clients more what I am doing and what I am doing for them • Explain clients what my value added is • -> what motivates you to come again with study tour and FPA conference • -> insight balance income planner & quality of advice + effort and time -> is there a system to do that fairly? Business models, fee structures, service systems • -> how to make FP accessible for large groups / common folks, not the affluent • -> FP week hotline

  11. Courtney

  12. Insights & Action ForumPART 2 • Courtney Pullen – Pullen Consulting

  13. Insights & Action ForumPART 3 • Sam Hull – Whitewater Transitions

  14. Insights & Action ForumPART 4 • Symon Jagersma • World café Harvesting

  15. Insights & Action ForumPART 4 • 4 commitments • 1. What action steps • 2. With whom – sounding board • 3. Tangible result by 1-1-2009 • 4. Needs towards community

  16. Insights & Action ForumAnaheim 2009 • Oktober 10-13 • Programming • Communication: www.fpevents.nl • FPA – Laura Brook • Evaluation

  17. Diner Tonight • Sonsie • Newbury 327 • 7 PM

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