Private client seminars 'the key' to adviser success

Philip Calvert says the advice market is becoming increasingly competitive and warns advisers will need to prove to clients they can provide services above and beyond those available online. However, some advisers say they are unsure how cost-effective private client workshops would be. Speaking today, Calvert says: “Whatever the outcome of the Retail Distribution Review, it’s certain that financial advisers will need to ensure that their business proposition is explicit, unambiguous, distinct and clearly understood by clients, prospects and professional introducers.” Calvert says the...