ifa editor Sarah Kendell and Momentum Intelligence research head Michael Johnson will delve into the key findings that will shape the way your practice delivers advice and engage with current and new clients. Industry leaders will address each of these findings and deliver practical strategies and proven solutions to win new customers and re-engage clients looking to leave you:
- Knowledge gap: A lack of understanding around what value advisers provide versus fees and costs
- Missed opportunity: Poor referral activity among those most likely to refer
- Customer engagement: An inability to attract new customers and retain old customers
- Current state of play: A stagnant industry growth — what’s next?
CPD allocation – accreditation number: 22780