This will be an opportunity for you to engage with fellow peers within the profession to share views and insights into the current challenges around growing your fee portfolio in particular around advisory services.

The aim of the discussion is to provide you with ideas/thoughts on how to potentially create a higher-value offering, greater customer experience and increased margin for your practice. So it should be a very useful and interesting discussion.

Agenda

• Intro and introduction to the group
• The challenges and opportunities in advisory – to include a panel discussion with the group
• How we position, market and sell advisory
• Integrating technology to ensure great advice – what is the type of tech that is available?
• Q & A – open discussion with the group

We are keeping attendance to a limited number of people so if you could kindly let us know if you are able to attend that would be much appreciated. I very much hope you can join us for what should be a very interesting discussion.