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Brooks Macdonald Partnering effectively with DFMs

CPD content for advisers

24 Feb 2017

We are delighted to host our first videos on Akademia’s recently launched DFM channel.

Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements.

Partnering effectively with DFMs (32 mins)

Andrew Denham-Davis, Business Development Director, discusses the concept of outsourcing and his views on best practice for DFM and professional adviser partnerships.

Andrew Denham-Davis, Business Development Director, discusses the concept of outsourcing and his views on best practice for DFM and professional adviser partnerships. 

Learning outcomes:

•              Division of responsibilities between advisers and DFMs

•              How DFMs can fit in with platforms and CRM systems

•              Creating and carrying out DFM due diligence

Watch the video here

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