After a record attendance for the London leg of our Money Marketing Interactive conference earlier this month, we are delighted to say that we will be returning to Harrogate in September.
After a hugely successful launch last year, we are escaping the London bubble once more to bring you a top day of insight and learning, with sessions spanning tax planning, pensions, platforms and more.
Our tailored workshops and one-to-one advice clinics are a unique opportunity for you to get involved in the discussions.
Here’s a few of the highlights on a must-see lineup:
1) How to decide on a fee structure
With a lazer focus on value for money from the regulator, advisers have a whole host of decisions to make about their charges. Is ad-valorem fair for clients? What fees are appropriate for which services? Darren Cooke and Gillian Cardy will take the stage to debate the issues.
2) Platforms: How to match the client with the provider
As platform consolidation continues apace and technological change is shaking up the market, Miranda Seath of Platforum and Kay Ingram of LEBC discuss which platform is right for which kind of clients and how advisers should be approaching due diligence.Sign up now for MMI Harrogate
3) Diversity in advice
Thanks to new legislation, the true extent of the gender pay gap at advisers and fund managers has been revealed. As the profession tries to improve its reputation, what can be done to encourage more women and ethnic minorities to get into financial planning?
4) Mobile working for advisers
Cost pressures are impacting advice firms up and down the country. Can remote tools help advisers become more efficient without sacrificing client engagement? NextGen Planners founder Rohan Sivajoti will be on hand for questions on what advisers can do to get the most out of working on the go.
5) How to measure attitude to risk?
Hear David Roberts, founder of the Harbour suitability system and fellow panellists explore how you should measure attitude to risk and the latest tools you need to know about.
Money Marketing Interactive is being held on 13 September at The Old Swan Harrogate
To join more than 120 advisers and register to secure your free place, click here
You can also submit your questions for our speakers ahead of the conference using the Twitter hashtag #MMInteractive