Case Study

IPAC - Client Seminar

A seminar was held in Albury for 500 of IPAC's current and prospective clients. Paul Clitheroe (of Channel 9's Money Show) spoke on financial planning, and Life by Design's Ian Hutchinson spoke on lifestyle planning.

The seminar was a sales-lead generating exercise, with an aim of giving potential clients a greater awareness of the more detailed and holistic aspects of lifestyle planning.

Ian Hutchinson suggests lifestyle planning is an integral part of financial planning. "This approach is more successful for two reasons. First, by clearly identifying lifestyle goals, clients become more excited by and committed to a plan which may require significant personal discipline. Secondly, using a traditional approach to financial planning, clients may reach their financial goals yet still feel disappointed that this does not automatically result in a lifestyle they find truly fulfilling. Many people reach retirement with no idea of what sort of life they want to live."

IPAC's Christine Lyon agreed "[Ian] had a real lifestyle planning message . which fitted perfectly with Paul Clitheroe's financial planning presentation." She further described Ian's presentation as "extremely relevant, dynamic and fun - a totally enjoyable experience. [His] entertaining audience interaction kept the group of almost 500 energised and laughing throughout the challenging afternoon session."

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