14 Mar 2012
George Kinder presents his signature EVOKE(R) model, a methodology that takes clients through a five-stage interview process (Exploration - Vision - Obstacles - Knowledge - Execution), leading to a comprehensive and highly tailored plan of action.
Learn how to:
Using Technology to Thrive Post RDR
Live at 1pm on Wednesday 21st March or afterwards demand
By attending this session participants will gain an understanding of the role of technology in the provision of financial advice. Presenter Mark Loosmore will outline the types of solutions in the market, looking at the new drivers for technology post-RDR. He will focus on client-centric systems and the consistency of process and will share lessons learned from Australia to help UK financial advisers take advantage of new technologies.
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