Back by popular demand and for those who missed out last year, we are repeating the professional first interview masterclass.

The importance of your first appointment with a new client can never be underestimated. During this session you will learn how to gain maximum value in your limited appointment time from Neil Kendall CFP®, Managing Director of Australia’s most awarded financial planning practice, Tupicoffs. Neil brings a wealth of knowledge with over 25 years of industry experience.

Neil was the Money Management Financial Planner of the Year in 2006 and runner-up in 2009. He has won national and state FPA Value of Advice Awards and has been in the Masterclass Top 50 in 2006, 2008, 2010 and 2012. Neil was also recently appointed as Chair of the Financial Planning Association. Neil recruited and trained the national winners of the 2013 FPA Best Practice Awards in both CFP® and AFP® categories. One of Tupicoffs’ advisers also won the Money Management Financial Planner of the Year Award in 2013 and the PlanPlus Global Financial Planning Award – Asia Region.

Neil will provide you with a professional practitioner’s view on how to engage with new clients. His implementable tips will allow you to perform better at your very next client appointment; whether it be pro bono or a client with millions of dollars! Neil will discuss how to position your fee and how to present a unique value proposition. Find out how he and the advisers at Tupicoffs have successfully engaged long term multi-million dollar clients on a fee only basis for over 10 years.

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