We understand that in the current regulatory and low interest rate environment, financial advisers must work harder than ever for returns for clients. Unfortunately, this may mean they have less time serve those with smaller portfolios or less complex needs.
Our upcoming CPD accredited seminar series The Untapped Opportunity focuses on how to engage, retain, and serve this forgotten demographic – and hopefully turn them into tomorrows’ client with a low touch, high quality digital proposition.
Join us at various locations across the country from 13th July. You will have the opportunity to hear from Embark, BlackRock and The Lang Cat who will share ideas and insight into building future value in your advice business.
The speakers will offer unique perspectives and valuable insights on the current market landscape, then introduce solutions you might wish to consider for your back-book of clients. Specifically:
- The positive impact of technology in the advisory market, Mark Hopcroft, Managing Director, Group Distribution, Embark
- How to open your legacy assets to create value for your business, Andrew Keegan, Lead Strategies with Multi-Asset Strategies in EMEA, BlackRock
- The implications of MiFID II, The Asset Management Study and Investment Platform Market Study for your business, clients and processes, Michael Barrett, Consulting Director, The Lang Cat
Date, location and venue
When // November 9th. At 9.30am a buffet breakfast will be served. The event will conclude at 11.30am.
Where// BlackRock, 12 Throgmorton Ave, EC2N 2DL
This event is offered at no cost to Financial Planners, advisers and Paraplanners. Spaces are filling up fast, reserve your place today.