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IFAs should focus on HNW seminars post-RDR, says Calvert

IFA Life says advisers concentrating on high net worth and private client workshops will enjoy significant benefits over traditional marketing techniques, in a post-RDR world.

The online business development forum and social network for IFAs says following the retail distribution review, clients will increasingly scrutinise how they add value over and above self-researched financial solutions.

Founder Philip Calvert says as consumers turn to the internet more and more to source their own financial needs, IFA will have to up their game in order to warrant their charges.

IFA Life is launching two workshops to help advisers develop their seminar skills, including enhancing client relationships, finding top quality prospects, boost the professional profile of IFAs and create profitable income streams.

Tickets are available for Calvert’s ‘Seminar on Seminars’ on February 1 in Bracknell for a limited period at just £97. It will be held at Beaumont House in Windsor, with just nine places available at a cost of £897 for the two days to include tuition, personal coaching, course dinner and accommodation at Beaumont House.

Calvert says: “Whatever the outcome of the RDR, it is certain that financial advisers will need to ensure that their business proposition is explicit, unambiguous, distinct and clearly understood by clients, prospects and professional introducers.

“Whilst the internet will inevitably have a part to play in how IFAs communicate and add value to clients, successful advisers will adopt a more personal and hands-on approach to enhancing relationships with high networth clients and treating customers fairly. And the most effective way to do this is through seminars.”


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