TAKE A MOMENT TO STOP SPINNING PLATES

PRESTWOOD PARTNERS WITH BUSINESS SUSTAINABILITY FIRM FOR

FREE EVENTS FOCUSED ON DRIVING PROFITS

AND MAKING ADVICE PROPOSITION BOMB-PROOF

Plates Spinning on Sticks

IFAs in 2017 have a number of plates they need to keep spinning if they want to stay in business.  From keeping up with regulatory change to ensuring their business is profitable and compliant – for some, it is a never-ending tale of two steps forward, one step back.

Prestwood Group, providers of leading cash flow modelling software Truth® and an authoritative voice for professional lifestyle financial planning, in partnership with Model Office (MO) – an evolutionary, FinTech, RegTech platform – are joining forces to offer free events around the country for planners and owners who want to take their business to the next level.

Julie Lord, Prestwood Director said: “Especially for those working alone, it is hard to find support that doesn’t cost an exorbitant amount and actually delivers more than just ‘marketing-speak’.

“These events are designed to help planners increase profitability and introduce firms to a way of building a stronger proposition: one that is rigorous, always compliant, and for those thinking of exit – ways to reduce time and cost for due diligence processes.”

MO’s platform provides firms with a snapshot of current business performance across firms’ systems, client proposition, operations, etc., and produces a template to help firms implement a more streamlined, seamless, compliant, and profitable strategy.

Chris Davies, MD of Engage Insight, who spent 5 years developing MO commented: “Unlike the FCA, MO adopts a prescriptive approach to business development using gamification.  This means you can understand how well you are performing and what needs to be done to improve scores to ensure on-going compliance and competitive advantage”.

All events are 10-1pm with coffee and lunch for those who are able to stay longer.

28 April Bristol: Aztec Hotel, Aztec West, Almondsbury, Bristol BS32 4TS

26 May Manchester: Macdonald Hotel, London Rd, Manchester M1 2PG

30 June Birmingham: Novotel, 70 Broad St B1 2HT

21 July London: venue to be confirmed.

These events are open to all planners, para planners and wealth managers, Prestwood users or not.  To reserve a free place please email sandra@prestwood-group.co.uk or call the team on 01384 273736.

 

 

 

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