Bankhall offers advisers business insight at forums
Bankhall is going on the road with its latest round of face-to-face business forums to give IFAs a valuable insight into the steps to successfully building value in their firm in the new RDR world.
The business forums kick off in Dunblane on 13 July and finish at Bracknell on the 30 July, taking in 11 venues along the way.
The practical events will include interactive workshops run by industry experts from Bankhall, Zurich, Partnership and Friends Provident. The topics covered include:
– Factors that contribute to the value of an IFA business, such as segmenting clients and differentiating service offerings;
– Practical methods of setting fee levels to ensure IFAs deliver a service to clients’ that is also profitable for their firm; and
– Steps to consider when developing an exit strategy.
Stephen Young, Chief Operating Officer at Sesame Bankhall Group, says: “Bankhall’s business forums offer an ideal solution for IFA business owners who are looking to tackle key RDR issues, such as moving to fees. Delegates will hear first hand from industry experts on the practical steps to ensure they are fit and ready for the onset of the RDR. This will help IFA businesses to continue delivering a first class service to their clients whilst also building value in their firm. The personal and interactive nature of these forums means they are always well-received by advisers and more events are being added this year to cater for increased demand.”
Business owners interested in attending Bankhall’s business forums should email email@example.com or visit www.bankhall.co.uk