IFA Life, an online social network for advisers, will host workshops for advisers on preparing seminars for clients in April and May.
The workshops will teach advisers public speaking skills and use client seminars to build relationships and treat customers fairly (TCF). They will teach IFAs how to charge for events, boost attendance levels and write handouts. The events will run at Hilton Hotels on 30 April in Templepatrick, Northern Ireland, 9 May in Bracknell and 16 May in Gateshead. Philip Calvert, managing director and founder of IFA Life, says: “I’ve sat in as a mystery shopper at several IFAs’ seminars, and some of the presentations I’ve seen are shocking. There’s no excuse for a poor workshop, both in ter...
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