Take your business to the next level…
IFAs in 2017 have a number of plates they need to keep spinning. 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 – 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.
and take the sting out of compliance!
Model office provides a snapshot of current business performance and design, against which firms can plan to implement and monitor a more streamlined, compliant and profitable strategy, focused on their goals, client needs as well as regulatory requirements.
It helps firms understand how well they are performing and what needs to be done to ensure regulatory compliance and competitive advantage.
More dates announced!
Following the success of our first event in Bristol, we have announced three further dates:
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.
All events are 10-1pm with coffee and lunch for those who are able to stay longer, and are open to all planners, para planners and wealth managers, Prestwood users or not.
If you would like to know more about low-cost business consultancy, with less “marketing speak” and more genuine insights into how to move your business forward, To reserve a free place please email sandra@prestwood-group.co.uk or call the team on 01384 273736.
