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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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Presentation Transcript
insights action forum tuesday october 7th 2008
Insights & Action ForumTuesday October 7th 2008
  • Welcome Participants:
    • Brasil
    • Netherlands
    • USA
  • Presenters:
    • Courtney Pullen
    • Sam Hull
    • Symon Jagersma
authentic leadership
Authentic Leadership

The Heart of Financial Planning

Clients /

Business

Personal

Bill George – True North

  • Align
  • Empower
  • Serve
  • Collaborate

Community

insights action forum agenda tuesday october 7th 2008
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
insights action forum part 1
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 !!!!
table marcel etc excitement more of essence
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
table gera excitement more of essence
Table GeraExcitement & more of essence?
  • Heartfelt planning for more people
  • Numbers & prediction are relative
  • More focus & time on relationship
table denise excitement more of essence
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
table ricardo excitement more of essence
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
table monique excitement more of essence
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
table monique 2 excitement more of essence
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
insights action forum part 2
Insights & Action ForumPART 2
  • Courtney Pullen – Pullen Consulting
insights action forum part 3
Insights & Action ForumPART 3
  • Sam Hull – Whitewater Transitions
insights action forum part 4
Insights & Action ForumPART 4
  • Symon Jagersma
  • World café Harvesting
insights action forum part 41
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
insights action forum anaheim 2009
Insights & Action ForumAnaheim 2009
  • Oktober 10-13
    • Programming
    • Communication: www.fpevents.nl
    • FPA – Laura Brook
  • Evaluation
diner tonight
Diner Tonight
  • Sonsie
  • Newbury 327
  • 7 PM