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.

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Register your interest

Let us know which workshop(s)you are interested in.

Register now