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The Profitable Practice Principles

Charlie Reading- Author, Chartered Financial Planner and Founder of Efficient Portfolio

Wednesday, October 31, 2018 from 8:00 AM to 10:00 AM (GMT)

The Profitable Practice Principles
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Ticket Information

Ticket Type Sales End Quantity
PPP Breakfast and Meeting   more info Oct 31, 2018 Free  

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Event Details

Do you want to create more profit, free time and fun in your business life all from a business breakfast? If you do, please read on.

Why did you decide to be your own boss? Was it the money? Was it to create more flexibility in your life? Or was it to pursue your passion and focus on what you love? Are you now working harder than ever, struggling to find free time and are feeling that your money-making efforts are crashing against an invisible ceiling?

Would you like to:

  • Make more money from your business?

  • Run a business where you only do the things you love?

  • Create more free time to enjoy other aspects of life?

  • Grow your business and take it to the next level?

  • Expand your network of local and likeminded professionals?

If you’ve answered ‘yes’ to any of these questions, then The Profitable Practice Principles is where you can start to make your business dreams a reality.

The Profitable Practice Principals isn’t another networking event, where you’ll be talked at and sold to. This is an opportunity to grow your practice every month, through both brilliant business ideas, time to work on improving your business whilst meeting likeminded professionals. If you want to succeed and grow as a business owner, you need to ask yourself the right questions, let go of your pre-conceived notions and embrace new and innovative ideas. The Profitable Practice Principals will give you exactly this: One morning every month to work on your business, rather than in it, share ideas with likeminded business owners, and learn what others are doing to create their own success.

 

Since 2006, when I founded Efficient Portfolio, I have been reading and attending courses avidly, and so I will be sharing the culmination of our success strategies, which I now call  ‘The Lean Entrepreneur Success System’. It is this system that has delivered 50% growth for Efficient Portfolio in 5 of the last 6 years! 

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When & Where


One Alfred Place
1 Alfred Place
WC1E 7EB London
United Kingdom

Wednesday, October 31, 2018 from 8:00 AM to 10:00 AM (GMT)


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Organizer

Charlie Reading- Author, Chartered Financial Planner and Founder of Efficient Portfolio

I'm Charlie and I'm the founder of Efficient Portfolio, a Chartered and progressive Financial Planning firm based in the UK. I’m also the author of ‘The Dream Retirement: How to Secure Your Money and Retire Happy’, creator of The Efficient Money Method™, and mentor to people in their pre-retirement years, guiding people on how to secure their future and ensure they have enough money for the rest of their life, so they can enjoy a happy and fulfilling retirement.

My Chartered Financial Planning Practice, Efficient Portfolio, specialises in investment and retirement planning and is based in both Rutland and London. Having been in the Financial Services industry since 1999, my qualifications place him in the top 10% of all financial advisers in the UK, with particular focus on investment management, wealth protection and retirement strategies.

I was previously a financial adviser with 2 of the largest firm of independent advisers in the UK, but realised that these companies were too product focused and weren’t directing their attention to the client’s true needs and concerns. When I set up Efficient Portfolio, I wanted to change the focus to a more client centric truly independent approach so that I could deliver much more value to my clients' financial futures. I do this using innovative tools like Lifetime Cash-Flow Forecasts.

I have successfully helped many people save for, manage and enjoy their retirement, often when they didn’t think they had saved enough. Through careful planning I have shown them how they can maximise the money, reduce their risk and design an income strategy that delivers the life they desire. But I am also passionate about building a better life through understanding what makes us happy and healthy. What makes our mind tick, and what strengthens our relationships, because ultimately the financial side of retirement is just the starting point.

Personally, I love spending time with my wife and two daughters, playing golf and squash, cycling, travelling and I am passionate about scuba diving, safari and good wine.


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