The Money Group has launched a series of Autumn seminars covering ‘How To Go DA ‘ as well as a ‘ Protection Clinic‘ to help advisers boost client engagement.
The presentations the seminars will be held in London on 30 September and in Leeds on 29 September.
The idea behind the DA seminars is to ensure advisers have the knowledge and information needed to make the correct decision as to what is the most appropriate form of authorisation for them going forward.
The ‘Protection Clinic’ will help the adviser understand their duty of care and professional responsibility to their clients while also helping the adviser increase their revenue.
Martin Stewart, CEO of The Money Group said: “These seminars were previously very successful, and it was only the lockdowns that prevented us from carrying on with them.
“We are well known within in the industry for backing the broker and making our resources open to others even when there is no commercial benefit to us in doing so. We are just as happy to collaborate with our peers as we are our colleagues”
Dave Corbett, recruitment & development director, The Money Group added: “Our events will be free to any broker from any background, and we have 50 spaces in Leeds and 30 in London. It is a great opportunity to not only bank some valuable CPD and meet fellow industry professionals but also a way to enhance existing skill levels We will have some industry big hitters giving their time free of charge and showing attendees exactly how they do a full protection recommendation for all their clients “