On the 6th of September, dawn broke as usual at boosst HQ. The birds were singing, the wind was brushing across the surface of the lake and the dragonflies were humming around in search of breakfast… but something a little different was in the air.
This wasn’t a typical day spent bettering the lives of our clients… which became evident as the car park slowly filled with other Financial Planners from across the UK. One even travelled from Scotland!
boosst Summer Camp was a new idea which was given life when Tom made a small throwaway comment that “we should run our own event”. Tom had been with us for around 6 months when he uttered those words… and he hadn’t yet learnt that any good idea, regardless of the effort and time involved, is usually met with a ‘Yes” by Josh and Keith.
We welcomed 10 attendees to our inaugural Summer Camp and we loved the opportunity to share our unique approach to Financial Planning. The ticket price of £50 (including fresh Pizza!) made it clear that this was not an event run for profit – rather our motive was simply to contribute to the growth of ‘proper’ financial planning in the UK. Our attendees made it clear that we hit the brief, as when we asked “ignoring the price you paid for the event, what was the value you gained in £££?”... the AVERAGE response was £12,800 per person! (Maybe we should revisit our pricing!)
We were blown away by the wonderful feedback we received:
Here is what we offered…
“You’ve done the qualifications and you’re either working with clients or on the road to getting your first client bank. You know the good that comes from proper financial planning. We know the good that comes from proper financial planning. Now, we want to teach you all of the things your exams did not.
Lifestyle Financial Planning has a much greater impact on clients’ lives than they expect. Sometimes we create joy and jubilation by helping a family to achieve more than they thought they could. Sometimes we have to provide the sudden realisation that a family is not on-track to achieve what they thought they could. When Lifestyle Financial Planning is delivered properly, tears are common. Sometimes they are happy, other times they are not.
Your work changes lives. The financial planning community now has access to better cashflow software, but this is not enough on its own. Going beyond software, this Summer Camp is to help you learn some of the messaging, processes and mindset that we adopt at boosst to deliver lifechanging financial planning. We want to equip you to change more lives.”
Summer Camp for 2023
Are you a trainee Financial Planner or Paraplanner? Do you want to look under the bonnet of an award winning Financial Planning firm? Following the success of 2022 we expect to run this event again, please email us to be added to the waitlist to be the first to know the 2023 date; hello@boosst.financial