Anthony Morris to share business ideas with BIA

Through the PracticeBuilder Programme, intermediaries will be given the opportunity to learn first-hand from Morris how to improve the service they deliver to clients, what to look for, the type of language to use and many other aspects of client management which until now advisers have tended to see as less important than actually making sales at the firm. Under Morris’ leadership, BIA members will be offered template systems, approach letters and documents to be used in administration, marketing and client management. Morris was one of the Million Dollar Round Table guest speakers a...