Women Adviser And Broker Group Meeting
Event Information
Description
Monetary Solutions in collaboration with NatWest Business Banking would like to invite you to this fantastic opportunity to network and connect with fellow female IFAs.
WOMEN ADVISER AND BROKER GROUP MEETING
Wednesday 28th February 2018 - 14:00-17:00
A networking event you can't afford to miss!
(light refreshments will be provided)
"Three MAGIC words that can change your life…"
Guest Speaker:
Paul Armson - CEO & Founder Inspiring Advisers Limited - Transforming Financial Advice
Paul will highlight how to communicate & deliver Financial Planning so clients would say "Why don't ALL advisers do this? This is what I've always wanted from an adviser!"
He will then discuss about 'The Transaction Trap' and how to avoid it, so you end up with a genuine ongoing financial planning relationship which guarantees higher fees year in and year out.
Benefits of Attending - This meeting is available for Financial Advisers, Paraplanners and Business Owners.
This event will give the attendees the opportunity to discuss some topic areas that are important to advisory, businesses and also to the clients.
Don't miss this fantastic event!
CPD - Two hours of structured CPD. Please confirm your attendance as soon as possible!
Don't forget your business cards!
We look forward to meeting you there!
After the Meeting - Meal and Networking (at own expense) - TBC