FinPlan 2010: Transitioning to new model planning

Time: 14-16 April 2010
Venue: TBC, London

FinPlan’s multi-streamed agenda full of real-life case studies and a multitude of interactive debates addresses some of the crucial challenges and opportunities available for financial planners today. Over 100 Financial Planners attend from all over the UK to network with their peers.

With a carefully designed agenda tailored to address financial planners' most pressing concerns, FinPlan provides you and all other Financial Planners with the tools you need to develop your business, including practical tips on how to:

• Grow a successful recurring revenue business and increase profitability
• Build and maintain productive relationships with your clients
• Agree the appropriate remuneration for your services
• Grow your company's brand through a winning marketing campaign
• Maximise efficiency by developing credentials, qualifying clients and systematising your workflow
• Build scalability in your fee-based business for effective succession planning
• Adopt the investment management approach that delivers best returns
• Select the right technology to help you grow your business
• Improve service offering by incorporating wraps into your business

Exhibitor Product profile:

• Infrastructure, Architecture, Banking Applications, Business Intelligence, Business Performance & Process Management, Business Process Outsourcing (BPO), Check Clearing & Settlement, Compliance / Security, Contact Centers, Customer Relationship Management, Database & Document Management, Disaster Recovery, E-Commerce / E-Business, Electronic Bill Payment, Enterprise Resource Planning & Management, Risk Management & Analytics, Wireless & Mobile Solutions.
  

Visitor's Profile:

• The visitors profile includes SIPP Provider, SIPP Administrator are the target visitor, Wrap Provider, Financial Adviser, Wealth Manager, Private Banker, Life and Pension Provider, Fund Manager etc..

• Sally Green (sally.green@wbr.co.uk)

For more info http://www.wbresearch.com/...