Budget shake up
18 November 2024
Women Adviser and Broker Group event – 28 February 2018
At the last minute there was lots of talk regarding cashflow modelling, so this is a workshop not to be missed. We are very lucky to have Paul Armson – CEO & Founder Inspiring Advisers Limited – Transforming Financial Advice.
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.
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.
CPD
Two hours of structured CPD.
Please can you confirm your attendance as soon as possible. We look forward to seeing you at the meeting.
Logistics
Date
28 February 2018
Venue
Child & Co, 1 Fleet Street, London, EC4Y 1BD
Time
2:00pm – 5:00pm (light refreshments included)
After
Venue
TBC
Time
5:00pm Meal and Networking at own expense