Paul Armson: Financial Planning Conferences Need A Rethink


In this video, I speak to Paul Armson of InspiringAdvisers about why he thinks the current model of running financial planning conferences is broken. Paul thinks that product providers shouldn’t even be in the room in a planning conference, let alone having the chance to peddle their wares!

Paul is putting his money where his mouth is! He is putting together BACK2Y – The Alternative Financial Planning Conference, to bring planners ‘back in the room’ to rediscover what proper financial planning is. He thinks advisers have been distracted by ‘the industry’ and the regulator for so long, and it’s time to stand up for proper financial planning.

For more about Paul Armson and his beliefs about Financial Planning, check out his free eBook The Financial Advisers Survival Guide – How to Succeed & Prosper in a Fee Only World’

Find out more about the BACK2Y conference here




Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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