In association with RBC Brewin Dolphin this event is complimentary for all PFS members. Don't miss out on this opportunity to connect with like-minded individuals and gain valuable insights.

Developing professional connections with Solicitors and Accountants can form a key part of any IFA business. However, the knowledge, skills and attitude required to open up this market can often be overlooked leading to a lack of any real success.

This workshop aims to promote useful and practical techniques to help Practices develop successful partnerships with solicitors / accountants. It looks clearly at how mindset, professionalism and a structured approach can pay dividends in forming strong mutual relationships in this arena. Real life examples are mixed with successful working models to give a clear direction on how to exploit this opportunity.

Sequencing Risk & Structured Products – 20 minutes

Martin Wetherill, Investment Manager at RBC Brewin Dolphin will discuss sequencing risk, why traditional life styling investments may reduce the longevity of retirement pots, and how a bespoke approach can reduce this risk. The session will then turn to structured products for some insight into what they are, where they come from and how they can be a key component within portfolios.

Course aims:

Understanding the solicitor/accountancy market
Exploring areas of opportunity
Preparation and the first move
How to build effective working relationships
Generating business
Practical sales & marketing angles

PFS South Wales – Developing Successful Professional Connections