November 2009
You are browsing the archive for November 2009.
How to build an (IFA) brand
I was privileged enough to be invited to deliver a presentation to a group of independent financial advice (IFA) business leaders last week at an event near Birmingham.
The issue I was asked to address was ‘How to build an IFA brand’. These visuals are my way of addressing the issue.
Given …
Sesame gears up for third annual Symposium
Sesame has finalised the line-up of leading industry speakers ahead of its third national conference, which will take place in Manchester on 1 December 2009 at the iconic Hilton Deansgate Hotel.
Over 500 delegates are again expected at Sesame Symposium, which will give financial advisers the opportunity to hear what leading …
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Openwork kicks off RDR drive with major upgrade of advice process
Openwork is to transform its advice process and governance framework as part of its three-year plan to prepare advisers for the Retail Distribution Review and to support the FSA’s focus on customer outcomes.
The project, Openwork’s first major initiative in its drive to ‘future proof’ the network and equip it to …
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