Adviser Masterclass: How to conduct the perfect client seminar

What if no one turns up? What if the audience is bored to tears? What if, after all the time and money spent planning it, no clients are gained and some are even lost? In short, what if the whole thing is a complete and utter disaster? However, despite these very common fears, many advisers do give seminars and would recommend giving them as, on the whole, the benefits far outweigh the negatives. Andy Merricks, head of investments at Skerritt Consultants, is one such adviser. For him, being able to talk to a number of people at once is incredibly useful, not least because it helps to ...