Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.
Sector Innovations: The Changing Face of Investment Trusts
Best Advice: Closed-end Fund Forum
Recorded:
May 22 2013
52 mins
Triple Your Revenue Through Client Engagement (Part 2)
Rex Wood, Director, Iridium Financial Services
Recorded:
May 22 2013
47 mins
Creating Service Packages That Work
Brett Davidson, CEO, FP Advance
Recorded:
May 13 2013
39 mins
Triple Your Revenue Through Client Engagement (Part 1)
Rex Wood, Director, Iridium Financial Services
Recorded:
May 8 2013
45 mins
Online Marketing & Social Media - How to Become a Leader
Derek Bradley, Bridget Greenwood, Simon Ryan
Recorded:
Apr 26 2013
48 mins