Positive Solutions will target advisers' successful transition to fee charging in its latest round of nationwide Wealth Synergy roadshows.
Central to the events is how to communicate the new charging structure to clients, which is a conversation Positive Solutions says will directly influence advisers' chances of future success. The nine roadshows will demonstrate Positive Solutions' online Evolution toolkit at open events across the UK throughout March. Each roadshow will include an update from Positive Solutions' chief executive Jim Reeve on business development plans. Positive Solutions backs client segmentation as the first step for advisers preparing to switch to charging models and who want to become more effici...
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