Equity release providers Bridgewater, Just Retirement and Stonehaven have joined forces to deliver a series of free seminars for advisers to help them grow their businesses.
Organisers say the half day forums, which begin on September 26 in Bristol and end two months later in Leeds, will provide IFAs with “practical tools and information to start generating equity release leads immediately”.
Subjects covered will include understanding the customer base, providing advisers with practical tips on how to generate leads using direct mail, advertising and events, plus best practice tips.
The seminars will take place in Bristol, Newcastle, Cambridge, Cardiff, Bournemouth, Manchester, Birmingham, London and Croydon.
Jayne Almond, chief executive of Stonehaven, says: “Although 6,000 advisers are qualified to advise on equity release, feedback suggests that the majority have limited idea of how to market to the over 55s and generate leads.
"They have the qualifications and they have the enthusiasm, but they don’t know how to get started.”
Peter Couch, managing director of Bridgewater, adds: “Advisers who are serious about extending their equity release business should register their place.”
More information here
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