Events and Training

Prefer to take your marketing on yourself? Our range of training courses will equip you with the skills and knowledge that you need.

Our training courses

We run regular half day training courses for self-employed advisers wanting to grow their client base. Other training courses include planning client communications and designing and analysing a client questionnaire.

Forthcoming Training Sessions

Bespoke in-house training

We also design and deliver bespoke in-house training for your team. Bespoke courses we have created in the past include Generational Planning Strategies and Effective Presentation Skills for Discretionary Fund Managers. We have also created and delivered sessions on future proofing your business, brand building and niche marketing as well as running adviser best practice sessions.

*Costs include preparation and delivery to your location.

Registered Office: Lagonda Suite Virage Point, Green Lane, Cannock, Staffordshire, England, WS11 0NH. Registered in England and Wales No. 11614004

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