Leveraging our experience
We are available to present at various adviser focussed events such as annual conferences, PD days and general workshops on a variety of topics, including:
- Global best practice
- Attributes of a ‘Super Fit’ practice
- What do your clients really think?
- It’s 2018 – is your practice still relevant?
- Succeeding in succession
- The money is made in the planning
- Tips for saving and making money (in difficult times)
- Treating clients fairly, not equally
WHAT WILL YOU RECEIVE?
All presentations utilise our unique data base of key industry stats and are primarily directed to the running of profitable practices (what’s working, what isn’t?).
WHY GO TO THE EFFORT?
Interesting and relevant presentations based on fundamental drivers of success in advice businesses.