InspirationAfloat

 

A unique experience for

inspiring financial planners

 

“If you ever get a chance to attend this event, don’t hesitate; you won't regret it!”

Alan Smith ~ Capital Asset Management. London

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Are you ready for an empowering voyage of discovery?

 

InspirationAfloat has been developed specifically for Financial Planning professionals who are serious about moving up to the next level.

It provides a unique opportunity and a perfect relaxed environment in which to expand your business and personal horizons.

InspirationAfloat provides you with an opportunity to think bigger. An opportunity for you to share ideas and best practice amongst like minded, forward thinking fellow professionals who all want to succeed at a higher level - and all delivered in a unique, fun and stimulating environment.

Deep Sea + Blue Sky = Clear Thinking!

"Wow! Wow! Wow! Great minds coming together, all sharing awesome ideas 
with awesome weather, aboard an awesome lady! Wow!

Richard MacMillan, Forbes Lawson, Aberdeen

 

Think. Plan. Relax.

 

Based on a carefully balanced blend of business and pleasure, and designed specifically for aspirational Advisers who believe in investing in their future, InspirationAfloat invites you to join one of TWO exclusive 7-Day ‘voyage of discovery’ experiences aboard the luxury sailing yacht “Spellbound”.

You will be amongst a very small group of like-minded Financial Planning professionals and the agenda for the week will be ‘RELAX!’  

However! The underlying emphasis will be on personal and business development with the sole intention of helping you to succeed at a higher level. 

During our voyage, we will discuss and debate the issues closest to you and your aspirations and ideas for your business. You will have plenty of opportunities to address any shortfalls you feel you may have; to find out what works and what doesn’t work and identify and remove any blocks to your success. 

The aim is to help you discover and succeed with what is most important to you in life.

In short, it's all about YOU!

An opportunity to share ideas and inspiration.

 

“An unforgettable experience - and most enjoyable business trip ever!” 
Judith Farrell, Epiphany Financial Planning

 

"Inspiration Afloat... a great workout for heart, mind, body and soul! Great sailing, great food, great weather and great company. The week gave me the space, time and inspiration to look at my business and personal life and to see possibilities I couldn't see before. The other crew members - Tim and Judith - were hugely helpful and inspiring too. Meanwhile, back in the 'real world' I am busy implementing the practical ideas the four of us discussed. I am more excited and more optimistic than ever about my success at running a Lifestyle Financial Planning business. Thank you Paul!" 

Simon Yates - Enlightened Money, Chester

 

Your host and skipper

 

Your stay on board 'Spellbound'  will be hosted by owner, Paul Armson.

Paul became a successful financial planner after he conceived the concept of 'Lifestyle Financial Planning' in the very early nineties. He delivered this to every client, every time.

15 years after developing Lifestyle Financial Planning he followed his own "It's Not a Rehearsal" advice and semi-retired at the age of 45.

Since then he has been passionate about helping other Advisers to succeed at a higher level with Lifestyle Financial Planning. He does this through his One to One Coaching, Workshops and his Inspiring Advisers online training programme.

Paul first got the sailing bug in 1994. He followed his heart and decided to commit to his dream and pay his deposit on an Oyster in 2002. 'Spellbound' was launched in 2005 and over the last 15 years Paul has sailed over 80,000 nautical miles onboard Spellbound with mainly just him and his soulmate, Lynn, onboard.

About

Spellbound

'Spellbound' is a beautiful, classic Oyster 56, with all the luxury and styling that one would expect from an Oyster. Built with blue water live-aboard and ocean cruising in mind, Spellbound offers great sailing performance and excellent sea keeping with the full range of features that make an Oyster an Oyster.

NOTE: Although luxurious in every way, “Spellbound” has limited accommodation so places are strictly limited.  In order to be part of the elite minority of Financial Planners who take part in these inspiring events -  please register your interest as soon as possible.

Please Note – Previous sailing experience is NOT required – but you may learn a thing or two! 
   
 There will be no expectations placed up on you and you are free to participate as much, or as little as you wish. 
You can stretch yourself, challenge your comfort zones, or just lay back and soak up the sun. It’s up to you!!

** WEALTH WARNING: Sailing can be addictive**

IS THIS RIGHT FOR YOU? 

Read the testimonials below then decide.

 

"If you need to answer those big questions, if you need space to really really find out what makes you tick and what you really want or need out of life and out of your business then Paul is the person you need to work with. In an environment well away from your normal working life, you will come home with answers and ideas. Well done Paul - great time and great experience. Thank you." 
 
Tim Atkinson - now living the dream in France


"Feedback two weeks after the event? This has really kicked me into action.. to the extent that there is a real "rush" that I haven't felt for a while! Fantastic!"
 
Feedback four months later: “I’ve pretty much-re-designed everything in my practice as a direct result of a week sodding about on a boat!”
 
Patrick Waller, Ascot - now retired after the successful sale of his business


"What an experience! Paul's yacht, Spellbound, is a truly fantastic venue to get together with like-minded, forward-looking, ambitious professionals. Time was spent in animated discussion, debating the key issues and sharing ideas and best practice. If you ever get a chance to attend this event, don’t hesitate; you wont regret it!” 
 
Alan Smith - Capital Asset Management. London. 


 

Euphoria and cold beer...

 

Iain Wishart"It was my wife that encouraged me to attend a week on Inspiration Afloat – she thought I’d lost my mojo and could do with some new motivation.
 
I wasn’t sure what to expect – I have always respected Paul and the way he looks at financial planning so thought ‘why not?’   
 
What I can say is that after the initial euphoria of being on a great yacht, drinking a cold beer and meeting new friends (the other planners on board are still mates now), we got down to brass tacks.
 
I was asked to bring the issues and problems in my business and these were discussed at length - with new solutions and inspirational ways of looking at my issues offered.
 
Since attending Inspiration Afloat, our repeat income has increased dramatically, we are very choosy as to who we take on as clients and now have a much better value proposition.

We are also much more profitable with higher levels of repeat sticky income – and for all the right reasons.     
 
I still refer to my notes from Inspiration Afloat regularly. I’d urge anyone seeking inspiration and who is passionate about doing financial planning the right way to attend."

 

Iain Wishart - now retired after the very successful sale of his business, Wishart Wealth Management

Our cruising ground...

The backdrop for this experience will be the gorgeous Greek islands of the Aegean and the crystal clear waters of the Turkish coastline.  

Throughout the week we will be making overnight stops at delightful locations and frequent lunchtime stops along the way. Plus of course wonderfully secluded swims and barbecues in idyllic anchorages mostly only accessible by boat.

EXAMPLE ITINERARY

Day 1:     Arrive at Didim Marina, Near Bodrum, Turkey. 
(Monday)
               Swim and relax by the pool whilst other guests arrive. 

               Safety briefing followed by dinner in the Pool Restaurant.

Day 2:    16nm relaxed sail to Yalikavak for lunch and overnight stay at anchor.

Day 3:    35nm downwind sail to Ancient Knidos for anchorage and dinner ashore.

Day 4:    25nm sail to Datcha, stopping for lunch and a swim along the way. Dinner ashore.

Day 5:    20nm sail to the spectacularly peaceful ‘Sailors Paradise’, for Dinner ashore.

Day 6:    10nm sail to a peaceful and secluded anchorage. Barbecue on board.

Day 7:    
10nm sail to Selimiye, Dinner ashore.

Day 8:    5nm sail to Marti Marina for debrief, drop off and taxi to airport.
(Monday)


NOTES: All distances are approximate. Actual route may differ depending on weather and crew. 

Starting and drop off points may differ, but will be within a taxi ride of Bodrum Milas International Airport, Turkey unless otherwise advised. (Taxis not included).

Breakfast (and light lunch, if not taken ashore) will be taken onboard in a relaxed, ‘help yourself’ manner. Drinks and food on board inclusive.

Dinner will mostly be taken ashore in relaxed, friendly restaurants (food and drink at own cost).

 

Frequently Asked Questions

Are you ready for your voyage of discovery?

Ready to prove it? Click here to email us.