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Women Adviser and Broker Group

Wednesday, November 23, 2011 from 10:00 AM to 4:00 PM (GMT)

London, United Kingdom

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Bird if purchased prior to the 23rd Oct Ended £65.00 £0.00
Full Price Ticket if purchased after the 23rd October Ended £95.00 £0.00
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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

 

 

 

Time

Title

Subject

Speaker

10.00 – 10.15am

Opening

 

Vivian Slattery

10.15am-11.00am

Adviser Charging: Putting a price on Financial advice

 

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

11.00am-11.45am

Our Unique Selling Point

 

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

11.45am-12.00am

Tea and Coffee

12.00am-12.45pm

 

How I stand out from the crowd

 

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.

Tracey Evans

12.45-2.00pm

Networking Lunch

2.00pm-2.45pm

Managing Change

 

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.

Marcie Buxton

2.45pm-3.00pm

Tea and Coffee

3.00pm-3.45pm

RDR or the Internet - Which will have the biggest impact on the financial advice profession?

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

Philip Calvert

3.45pm-4.00pm

 

Closing talk by Vivian Slattery

 

 

 

For further details please contact Vivian Slattery on 020 8760 9940

or email vivian@monetarysolutions.co.uk