Practice Development Masterclass 2009
2008 has brought huge changes for retirees, investors and their
advisers. As always, Dealers’ Group is on the ball. Our next
Practice Development Masterclass is a timely look at how IFA business are run,
and how they can be run better. If you haven’t changed your
business yet, now you must...
The focus of the session is implementing change across your business, and
supporting changes that have already been made.
Key In-Depth Sessions
- Who will survive, strive or thrive?
- “Life Goal’ or “Lifestyle”
financial planning – 3 perspectives for a new approach
- Transforming business practice and the client offer for
2009 and beyond
- Managing the advice process and building a scalable
business; or scaling down?
- Growing or Going? A look at succession strategies
- from the buyer and the IFA perspective
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In One Sentence
"If you haven’t changed your business yet, now you
must...!"
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