Bankhall launches business development workshops

Michael Lloyd

April 26, 2019

Professional support service provider Bankhall has launched a series of business development workshops for advisers at six venues across the UK.

The one-day programmes are designed for all firms regulated by the FCA across pensions, investments, mortgages and protection.

Ross Liston, managing director at Bankhall and PMS, said: “Advisory firms are dealing with unprecedented levels of change as a result of shifting customer demands, rising regulation and the need to embrace technology.

“Meanwhile, topics such as adviser recruitment and succession planning have risen in importance.

“We want to help firms select the business development path that’s right for them. Setting out a clear vision and considering the opportunities for new business growth, combined with an effective implementation plan, will help firms to take control of their destiny and achieve their future objectives.”

Justine Paul, Bankhall’s head of adviser learning, added: “Many financial advice firms want to grow their business, but turning that ambition into reality is easier said than done.

“It means busy advisers investing time away from the day-to-day business to analyse their current and future strategy.

“Our new workshop gives business owners the practical building blocks they need to help formulate the right business development plan for them. This will ensure advisory firms remain relevant to their clients and in control of their future strategy, so they are successful long-term.”

The workshop content has been designed to help financial advisory firms establish the business development path that best suits their business and clients, by exploring a range of potential opportunities.

Advisers can earn up to six hours CPD at the workshops, which are CII and IFS accredited.

The content includes: the theoretical basis and practical application of strategy, including an examination of purpose, reason and vision and developing goals and objectives, based on an analysis of the business today.

It will also cover exploring the opportunities for growth, giving consideration to the business model, client segmentation, succession planning and adviser recruitment, including apprenticeships and training, opportunities for business owners to invest in their firm and mergers and acquisitions activity.

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