The Institute of Financial Planning (IFP) and the Association of Independent Financial Advisers (Aifa) are holding a series of one-day conferences to assist advisers moving to a fee-based business model.
The first conference will be held on 14 September in London in conjunction with FP Transitions UK - a firm created by former Australian financial intermediary Brett Davidson who uses his own experience of the transition process to help UK intermediaries change their business models. Content of the conference aims to: Provide an overview of the real value-added proposition provided by advisers; Help advisers understand why client segmentation is the foundation stone of a good-quality advice business; Deliver a powerful new way to present your business at the first client meeting, and ...
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