Adviser Breakthrough Workshops
This special 3 hour workshop will demonstrate new and innovative concepts that financial advisers can implement in order to generate new income streams and build embedded value within their practice. The focus of the workshop will be to demonstrate the Pension Performance Review™ Process and will show how this system can be used to transform the financial advice landscape. The Pension Performance Review™ is a step-by-step process to assess a client's pension situation, recommend action where required, and give ongoing advice. This can generate significant new income streams through pension consolidation and inbuilt recurring income and provide clients with a service they really value.
"Learn how to survive and thrive in the current economic climate"
This workshop will focus on practical tools and methods rather than simply explaining ideas or concepts and you will leave with the knowledge and skills to put these measures into practice. The key benefits to attending this workshop are:
- Increase short term revenue with clients
- Build recurring income streams and embedded value within your practice
- Learn how to charge your clients more and still give exceptional value
- Access process driven systems to increase overall business efficiency
- Reduce future dependence on new business sales
- Generate income without clients investing new money
- Understand the size of the opportunities available and how to capitalise on them
- Offer a high quality and exciting service to your clients that they will really value
- Stay ahead of your competition
- Attract new, high quality clients
- Treat customers fairly through a process driven approach
"Discover the secret to building and retaining value within your practice"
Take the next step
The standard cost of Adviser Breakthrough Workshops is £97 inc. VAT. Places are strictly limited so please secure your place now by contacting us.
Introductory Workshop Dates & Venues
We are currently planning further Workshops in November '09. Please contact us to register your interest.
"A proven process with proven results"
Sign up
To secure your place now please register your interest using our contact form and an Adviser Breakthrough Training Solutions representative will contact you shortly.