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Event Date |
Wed Oct 18 BST (about 7 years ago)
In your timezone (EST): Wed Oct 18 12:00am - Wed Oct 18 12:00am |
Location |
Marriott Forest of Arden
Maxstoke Lane, Meriden, Birmingham CV7 7HR, UK |
Region | EMEA |
As a financial adviser nowadays, it can often feel as if you are always being told what you cannot do - and yet there are so many positive actions you can be taking, both for your clients and for your business. That is why Professional Adviser launched its inaugural Smarter Business Roadshow last year and why we will again be visiting Birmingham, London and Manchester this autumn.
Our aim is to help advisers focus clearly and constructively on how they might improve their business and the services they offer their clients, addressing questions such as:
• How can you most effectively maintain your existing clients and attract the ‘right' new ones?
• How do you pick the most suitable partners and service providers who will allow you to focus on the elements of your job where you offer most value?
• How can you best take advantage of legislative developments, such as pension freedom?
• How do you identify the financial trends and solutions that will genuinely benefit your clients over the longer term?
• How can you build a smarter business plan?
2017 Speakers:
Andrew Nash
Pensions Business Development Manager
Nick Eatock
Executive Chairman
Andrew Denham-Davis
Director, Business Development
Paul Harrison
Head of Business Consultancy
Brooks Macdonald
Intellifio
Prudential