Advisory Services: Making Wealth Management Work For You

26th November 2018 – Access Recording

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Advisory Services: Making Wealth Management Work For You

Free

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Product Description

With ‘Making Tax Digital’ closing in upon us, and the opportunity to digitalise the compliance work, it is vital to offer enhanced Advisory Services to your clients.

The Wealth Management market has fallen from over 250,000 advisers 20 years ago to just 25,000 now following the Retail Distribution Review. And half of the 25,000 are restricted advisers. As a result it is less easy to find a quality Independent Financial Adviser who understands your business.

Once you have found that adviser and agree a relationship, there are some clear actions to make this relationship really work!

In this webinar, we will cover the key steps in making sure that a Wealth Management relationship can work for you and your clients, to build Value in your business, and demonstrate true Value Add to your customers.

Using their experience in the Wealth Management market working with accountants across the UK, and using real examples, Darrell Stone from Continuum will take you through these steps.

He will also offer you an insight into how Continuum may be the ideal Independent Wealth Management solution for you and your firm through their modern, hybrid dual-distribution offering.

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