Financial Advisor

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Business Intelligence for Financial Advisors

With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.

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How to turn your investment process into profit Dan Middleton DipPFS Cert CII (MP & ER) Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.

However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.

Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:

- Assessing a client’s investment suitability

- Demonstrating investment suitability

- Establishing a verified audit trail

- Setting a fully automated review process.

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Apr 15 2015
24 mins
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