The personal touch

clock

Talking face to face remains an excellent tool for both existing and new clients. Maria Merricks looks at how to plan the perfect client seminar.

Organising a client seminar programme can be a daunting prospect for many advisers. The fear of investing time and money into an event which could potentially attract only a small number of the wrong type of client can be off-putting. However, the client seminar remains a valuable business tool and, with the industry tearing towards the RDR deadline all the while tainted with attitudes of mistrust, it is more important than ever for advisers to work towards boosting reputation, proving professionalism and developing communication techniques. A recent YouGov survey shows the majority o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

Price comparison impacting consumer understanding

Price comparison impacting consumer understanding

BIBA, ABI and Fairer Finance

Cameron Roberts
clock 25 June 2026 • 2 min read
Guardian launches two critical illness products

Guardian launches two critical illness products

Focus on cost and quality

Cameron Roberts
clock 08 June 2026 • 2 min read
Kevin Carr on AI: I don't think we've even seen the tip of the iceberg

Kevin Carr on AI: I don't think we've even seen the tip of the iceberg

'The technology is evolving faster than many of us can imagine'

Kevin Carr
clock 13 May 2026 • 4 min read