The Adviser Office road show - Bristol
Time and date:
04 June 2014
9.00 AM to 04 June 2014
1.00 PM
Location: The Bristol Pavillion, Bristolk
Organiser: IRESS
Website: Click here
The Adviser Office road show is back with a jam-packed programme featuring more interactivity, more chances to see the latest technology, and more free training - this time with the chance to earn CPD hours too!
It's the biggest gathering of Adviser Office users in the industry calendar and with new faces to meet, plus some exciting developments to talk about; we think it's going to be one of the best yet. So whether you use Adviser Office, or manage those that do, you won't want to miss this event.
Learning Objectives:
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How to use technology for better customer outcomes. |
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Evidencing your client service agreement to justify fees. |
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Maintaining good quality data. |
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Engaging clients in the financial planning process. |
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Demonstrating and adding value to the advice proposition. |
What's on the agenda?
What does the future of wealth management look like?
What will the wealth managers and advisers of the future look like? How will they engage clients and deliver advice? We'll discuss the tools and technology successful advice firms are already using to attract and win business, and how IRESS can equip you for future success.
Proving your worth: How to manage your personal client agreements
Our expert Adviser Office trainer will show you how to manage your personal client agreements in AO so that you can successfully record contact with clients in particular: reviews, mailing contacts, fund alerts, client segmentation, fee checks, and time recording. The session includes an overview of the new functionality in AO 10.4 and our trainer's top tips on maintaining good quality data.
How to give your client service the X factor
Didn't think fact finds and client reports could be exciting? Think again! We'll show you how you can impress clients, create impact, and add value while evidencing the service you're providing in our live demonstration of XPLAN, the new advice platform that's got the industry excited.
Join our lunchtime Q&A
Got questions about the future of Adviser Office and migration to XPLAN? Then this is your opportunity to find out everything you want to know and ask questions over an informal lunch.
Get interactive in the TechnologyZone
Come and see live demonstrations of the latest adviser technology and try out the next generation of financial planning tools and apps in our brand new interactive TechnologyZone.
