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Getting your business in order: 2016 New Years Resolutions

Free webcast to support Advisers and paraplanners

19 Jan 2016

Listen to our latest Bento for One webcast on how to prepare your business for the coming year.

As we move into 2016 and with the sunset clause only a few months away, now is the time to look take a look at your business and how you can best prepare it, in order to get the most out of 2016.

The webcast includes three ‘resolutions' to consider:

  1. I will review my fees. Derek Bradley, CEO of Panacea Adviser will talk through Panacea’s latest poll results on fees that are being charged and how to maximise profitability
  2. I will get my data in order.   Chris Park from Equifax Touchstone will cover how important it is to cleanse your client personal data as well as looking at new client profiling tools available to optimise marketing campaigns.
  3. I will communicate the right message to the right people at the right time. John Joe McGinley of Glassagh Consulting will discuss future trends and how to use client segmentation to make your communications more powerful in 2016 and beyond.  This webcast will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.

Feedback from one viewer said:

“As financial planners we are notoriously bad at utilizing the data and client base that we have built up over many years.  This was to quote “a brick hitting you on the head” situation where I for one need to wake up!!”


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