Avelo launches emerging revenue roadshow
The roadshow, which will run between 13 February and 7 March, has been timed to support advisers who are looking to diversify into protection and mortgage areas due to the implementation of the retail distribution review on 1 January.
Dave Miller, head of portal at Avelo, said: “We have seen unprecedented demand and I think we can put some of this down to a number of advisers moving away from traditional sources of income; retirement planning and pensions, and increasingly looking towards areas such as protection.
“It is important to showcase the opportunities available to advisers focussing on these aspects.”
Seminars will demonstrate how clients can use Avelo’s suite of technology in order to maximise up-sell and drive down costs, creating a strong web presence to generate leads and increase revenue.
Attendees will also be able to learn about enhancing their buy-to-let offering as well as previewing the latest enhancements to the Exchange and Trigold.