• Fantastic advice to new firms, start-ups and potentially everyone!
• What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now.
• Why Craig is opening Penguin Legal and the Penguin Accountancy
• The importance of external input
• Why he loves MDRT
• Why he recommends 'They ask, You answer – Marcus Sheridan'
• Why their mission is: One life, live it well. The financial journey never ends.

Lee covers

• Why he refers to the best in old, AUM, terminology but it's a 100% modern Financial Planning business.
• Why benchmarking is crucial both of investment performance and company performance
• Why you should always ask: "Is there anything we should be doing for you that we aren't?"
• Why nothing else matters if you don't work hard, really hard

• Why you only need to be more comfortable with silence than one other person
• Why advisers need to focus on their level of engagement with clients
• Why you need to understand your own emotions before you can understand others
• Why the 3 circle model is key to understanding family business owners
• Why mentoring and / or counselling is his advice to Steve

@russhaworth

• Why Neil would always address the burning issue first
• 'Why tell me why you are here', is the first question followed by, 'tell me how you think we can help'
• Listening with empathy is key
• Why we mustn't resolve issues in first meetings and we must just listen.
• Who is Fortitude Freddie?
• Why Neil believes that new entrants should get their own financial plan and that good financial behaviours need to be learnt and practiced. @fortitude_neil

• Why you should ask clients what they value and charge them for it
• Why a knife is a good thing in a surgeon's hand but not in that of a thief
• How you can change behaviour by analysing eye movement
• Why you must invest in yourself to grow
• Why his opening question is: 'can you tell me a bit about you'

@cherrypicklife

• Benefits of financial education seminars
• Why being Chartered and holding the Fellowship is important
• Getting the most out of your CRM for workflows and time recording
• Benefits of training your own (graduate programme)
• Putting clients at the centre (flexible and bespoke)
• Benefits of retainers over AUM model

@joeladamsFPFS

• Be blunt, be honest
• Why he doesn't charge initial fee
• Why we have to get better at expressing our value
• All the value is in the financial plan and financial planning progress
• Why Nick's advice to me is to stay curious @hattipnick

• How to focus resources on things that are important to you
• Explore working with people who are confident in managing their own money
• The importance of ongoing learning
• Adding value with behavioural finance education

@PeteMatthew

• What the future holds for Ruth, Red House and Paradigm Norton
• Why Ruth is so excited about the future of Financial Planning
• Why 'What's important to you about money?' is her killer question
• Why 'Invest in yourself' is her number one piece of advice
• How Red House demonstrate their value and service to prospective clients.

@ruthsturkey

• How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years
• Why £500mill isn't nearly enough and what the goal for Copper Parry wealth is now
• Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff
• Why 80/20 is the flexibility provided to planners and that the flexing is for clients
• Why the pre meeting or 'right fight meeting' is face to face and in their office
• How they review and refine the questions that they ask.
• How we eventually work out what Stephen does!! @wealthcp