23rd August 2011
Free RDR Roadshow with Origo, Plum Software, Standard Life and Voyant
With our industry colleagues, we're hosting free roadshows EXCLUSIVELY for financial advisers in cities across the UK.
The next roadshow is taking place in Manchester, 7th September http://www.adviserwise.com/roadshow/
You can read about our London roadshow experience here: http://www.adviserwise.com/blog/
Entitled "Tools and technology to help you embrace the RDR", the sessions are free to attend and will be interactive.
You will meet industry experts from Standard Life, Plum Software, Voyant and Origo.
Hosted around four tables, the format will encourage you to network with industry colleagues and share your experiences of technology and thoughts about the RDR.
The topics include:
- How to use Business Management Software to justify remuneration and to work efficiently
- How to use free industry resources to manage critical business requirements, such as data and security, agency codes and electronic services
- Maximising the benefits of online services from providers’ extranets
- Selling the Value of Advice: the Role of 'Intelligent Presentation’
The sessions are:
- free to attend
- interactive
- hosted by industry experts
- will earn you CPD points
Lunch is included and the timings are:
- Welcome: 10am
- Session start: 10.15am
- Close: 2.30pm
Please apply early as there are limited spaces. There is no charge for attending.
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