Growing a modern adviser firm: Sign up for PA's double-header event with SimplyBiz

16 and 17 June

clock • 1 min read

Professional Adviser has partnered with SimplyBiz and its adviser support business Signature to run two digital events in two days in the middle of June.

The first of the two online events, Managing and growing a modern adviser firm in 2021, will see five SimplyBiz experts, including regular PA columnist Karl Dines and managing director Richard Ardron (pictured), consider ways advisers can reduce risk and cost while improving client solutions.

The webinar, set for Wednesday 16 June, will also tackle the worlds of efficiency and technology, regulation, client services and learning & development.

Karl Dines: Be a CIP superhero

The second event, to be held a day later on 17 June and of the same title, will see Karl Dines appear again alongside two colleagues from SimplyBiz business Signature, assessing elements driving the advice process.

Those elements include intergenerational wealth, ESG, suitability and retirement income within the central retirement proposition. It will also tackle making the most of economies of scale.

Professional Adviser editor Tom Ellis will chair both of the online events. You can follow this link to find out more and sign up to the events.

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