We have partnered with the FPA to deliver two streams of its Masterclass Series – Journey of Advice.

Stream Two – Winning New Clients

  • Value of advice – how to articulate and demonstrate it
  • Clarifying your offer – the nitty gritty
  • New ways to market yourself and your business
  • What do comics, comedy and magic have in common with making the complex sale?

Stream Three – Providing a World Class Client Experience

  • Values based advice and goals based advice?
  • How to make life easier for your clients
  • Measuring value, impact and financial progress
  • How to create a client-obsessed culture

The series runs until April 2022 and you can watch the sessions live or on-demand. The series is already underway, so you can register and catch up on-demand.

Register here

Up to 27 CPD hours are available for advisers across the series.