Helping you do more and smarter business

As a financial adviser nowadays, it can often feel as if you are always being told what you cannot do - and yet there are so many positive actions you can be taking, both for your clients and for your business. That is why Professional Adviser launched its inaugural Smarter Business Roadshow last year and why we will again be visiting Birmingham, London and Manchester this autumn.

Our aim is to help advisers focus clearly and constructively on how they might improve their business and the services they offer their clients, addressing questions such as:

  • How can you most effectively maintain your existing clients and attract the ‘right' new ones?
  •  How do you pick the most suitable partners and service providers who will allow you to focus on the elements of your job where you offer most value?
  • How can you best take advantage of legislative developments, such as pension freedom?
  • How do you identify the financial trends and solutions that will genuinely benefit your clients over the longer term?
  • How can you build a smarter business plan?

Our expert speakers have been tasked with delivering engaging and educational presentations on a broad range of topics that will help advisers to think smarter about their businesses and deliver better outcomes for their clients.

Don't miss the Smarter Business Roadshow 2017 at one of the following venues:

  • Manchester on Tuesday 17 October
  • Birmingham on Wednesday 18 October
  • London on Thursday 19 October

These morning-only events have full CPD accreditation and finish with a buffet networking lunch.

For further information about the agenda, please click here. To reserve your place, please click here