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Money Marketing to run business model roadshows

Money Marketing is holding a series of free roadshows with a number of product providers, investment houses and platforms to help advisers manage post-RDR concerns within their business.

The four events will occur throughout March in Bristol, Manchester, Birmingham and London.

The events are designed to provide practical insight and ideas for advisers on running robust, repeatable and compliant advisory businesses. The events will be held in conjunction with Architas, Ascentric, AXA Wealth, Cornelian, The Platforum, Scottish Widows and Smith & Williamson.

AppletonGerrard chartered and certified financial planner Kusal Ariyawansa says: “These seminars give people the opportunity to fine-tune their propositions in the post-RDR world and at the same time network with other advisers who are dealing with similar challenges.”

All delegates will receive a free month’s trial of David Shelton’s Charge Manager software, which helps business owners implement their new charging strategy and collate the information needed to submit RMAR – Form K reports.

To book a place on the roadshows or for more information go to:


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