Building a robust investment advice process

What you will learn

This workshop will help you to:

  • Begin constructing a new process that clients truly value and are willing to pay for,which leads to profitable growth.
  • Deliver consistent investment advice across all advisers within the firm to help manage and mitigate regulatory risk.
  • Develop and implement a plan that helps clients achieve their goals within an acceptable level of risk.

Creating a robust and systematic investment advice process

This workshop will give you a solid and practical foundation in what a systematic, robust process might look like in practice and the potential benefits it offers.

It will also show you how to begin constructing your own process, to help you to ensure consistency, manage risk and satisfy your clients.

Related workshops

Behavioural finance

Distils the observations of leading academic studies into a series of techniques you can use to add more value to your client relationships.

Building a successful fee-based practice

Draws on the knowledge of successful fee-based advisers in the UK and around the world to demonstrate what leads to a successful fee-based practice.

Register your interest

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

Register now