Building a successful fee-based advice practice
What you will learn
This workshop will help you to:
- Build long-term client loyalty leading to profitable growth.
- Manage and mitigate business risk by creating robust and repeatable processes.
- Ultimately build real business value.
Build value, stay safe and have fun
Have you ever wondered why some firms are successfully building value, staying safe and seemingly having lots of fun doing it? What are they doing right? What about other markets that have already transitioned to a fee-based model, how does it work there?
Nick Blake, our Head of Retail, discusses the factors that seem to contribute to success for fee-based advisers in the UK and abroad.
Distils the observations of leading academic studies into a series of techniques you can use to add more value to your client relationships.
Explores how a systematic approach to the investment advice process can help you to increase client satisfaction, create greater business value and mitigate regulatory risk in your business.
Register your interest
Let us know which workshop(s)you are interested in.