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Event Details
Come On Ladies Make This Your Christmas Treat
One event not to be missed!
23rd November 2011
At the prestigious RAC Clubhouse Pall Mall
10am - 4pm
Lunch Included
After our successful meetings in London, and after receiving requests from people who live further afield, we have decided to host a day event. The selected theme is the RDR, which is currently such a major focus for us all and preparing our businesses for it.
Unlike most events for our sector there are no sponsors for this event, therefore this day will be an unbiased viewpoint on many different aspects of preparing for the RDR.
As it is believed that only in the region of 5% of IFAs are female, this is a unique opportunity to network with like-minded people and hopefully gain strength and insight from each other and discuss how to adopt these changes into our practices. You will also have the opportunity to:
· Network with fellow women IFAs
· Take some time out to just examine the changes you might need to make
· Discuss the impact of the RDR with fellow female IFAs
· Think about your next business steps
· Get some insights on where you are at and where you want to move to
· Form business alliances
Remember: 'In union there is strength' - Aesop
Timetable for the event
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Time
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Title
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Subject
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Speaker
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10.00 – 10.15am
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Opening
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Vivian Slattery
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10.15am-11.00am
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Adviser Charging: Putting a price on Financial advice
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Have you set your charging structure? And if you have, what have you based it on? It’s not how much you want to charge, its how much a customer is willing to pay. JP Morgan will share their results of market research which they have carried out in this area.
|
Stuart Podmore
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11.00am-11.45am
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Our Unique Selling Point
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The RDR will put us all on a level playing field. What will your company’s unique selling point be to attract clients to come to you, rather than your competitor?
|
Helena Holrick
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11.45am-12.00am
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Tea and Coffee
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12.00am-12.45pm
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How I stand out from the crowd
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Applying the unique selling point: How one experienced IFA has incorporated Life Planning within her business to make her company stand out from the crowd.
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Tracey Evans
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12.45-2.00pm
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Networking Lunch
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2.00pm-2.45pm
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Managing Change
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The RDR will bring many changes into our world. “Change” is something most people fear. Marcia will explain how to adapt and embrace change, helping us in our RDR preparations.
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Marcie Buxton
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2.45pm-3.00pm
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Tea and Coffee
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3.00pm-3.45pm
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RDR or the Internet - Which will have the biggest impact on the financial advice profession?
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Startling developments are taking place on the Internet. Practical steps that IFA's must take now to avoid being side lined by online financial advice services
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Philip Calvert
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3.45pm-4.00pm
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Closing talk by Vivian Slattery
|
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For further details please contact Vivian Slattery on 020 8760 9940
or email vivian@monetarysolutions.co.uk
When & Where
The Royal Automobile Club
89 Pall Mall
SW1Y 5HS London
United Kingdom
Wednesday, November 23, 2011 from 10:00 AM to 4:00 PM (GMT)
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Hosted By
Women Adviser and Broker Group