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Time and date: 26 November 2014 9.00 AM to 26 November 2014 3.00 PM
Location: The Royal George Hotel in Birdip, Gloucestershire
Organiser: valleyboy
Website: Click here

Would you all be interested in a Broker meeting at the back end of November this year. I would hold the meeting in the usual place. The Royal George Hotel in Birdip, Gloucestershire. Which has easy access from the M5.

Those who are interested could you please indicate on here. Rough date would be to hold the meeting on Friday the 28th of November, overnighters book in on 27th of November for a bit of a social evening. 

I can get one sponsor via flyingbrick which may cover the cost of the meeting or lunch.

valleyboy

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AGENDA FOR MEETING

9am start

9.05 Shawbrook bank

9.45 Compliancy services Ltd (going DA)

10.30 T/Coffe break

10.45 Scottish widows

11.30 CMC's how to deal with them and a very important development on this subject that has come to light that Spitfire will explain.

12.15 Lunch

13.15 Client retention, fee charging, plus general tips on how to keep your clients.

14.00 Eqity release opportunities, do you refer, or do you get the qualifications, plus what is the compliance like.

14.30 to Close approx 15.15-15.30 but we can overun.

Websites and enhancing your presence via SEO.

Lenders and panel removals, tips on what they are looking for.

Open floor until finish, so air your questions here, and throughout the day.

 

See you all next Tuesday for the overnighters and wednesday for the meeting.