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Please contact us to order
Tel: 029 2125 0400 |
Product description:
Professional financial advisers can so easily spend increasing amounts of their time focused on activities and issues which are simply diversions from the main thing. To help minimise this tendency, and get practitioners focused on the stuff that really matters, we’ve been running a series of ‘IFA Accelerator’ workshops around the UK. Whilst these events are a continually developing resource, the following summary should give you an idea of the topics covered:
What’s holding us back? – self-evaluation
It’s all about marketing – turning it into a habit
The marketing toolkit
Taking on new clients – risks and controls
Valuing ourselves and our services accurately
Leveraging client data for greater profit
Avoiding reinventing the wheel
Streamlining research
Streamlining investment work
The use of Wraps for control
The importance of ‘added extras’
Your own business’ “Look & Feel”
Defining and refining your business proposition
Closing each assignment
Examining closed files
Planning activity
Uniquely, our ‘IFA Accelerator’ workshops provide an overall content for the day, focused around a core curriculum. In the introductory session, we assess delegates’ core priorities, and ensure that those are given prominence.
Every delegate at an ‘IFA Accelerator’ workshop receives a unique, branded workbook for the day which is rich in specific content. We don’t fob you off with a few bullet-points or copies of powerpoint slides – the workbook is bulging with objective content, plus space for your own notes and ideas.
We are currently revising our 2008 calendar – please register for the newsletter in order to receive details of the programme when it becomes available.
To register your interest please email us at: info@validpath.co.uk. or click here.
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IFA Accelerator Workshops