Seminars

Creating a Successful Retirement Practice

We are pleased to announce our autumn series of seminars to assist the financial adviser in Creating a Successful Retirement Practice. The retirement market continues to grow and offer great opportunity to adviser firms with focused propositions.

This session is for those who would like to begin the process of establishing, or enhancing, their retirement business. If this is you, then please come along.

This session aims to support the small to medium sized adviser practice begin the process of developing their business proposition to meet the needs of the market and customer, whilst meeting many of the demands of future regulation.

Dates and Venues: 

Monday 5th October – Leicester City Football Club, The Walkers Stadium, Filbert Way, Leicester, LE2 7FL

Tuesday 6th October – Mere Golf & Country Club, Chester Road, Mere, Knutsford, Cheshire, WA16 6LJ

Wednesday 7th October – Hilton Hotel Cobham, Seven Hills Road, South Cobham. KT11 1EW

Thursday 8th October – Charing Cross Hotel, The Strand, London, WC2N 5HX

This is a high value day that will provide numerous business development ideas and methods, as well as allowing you the valuable time to think through the services you offer to existing clients as well as how you can develop your services further to professional connections and introducers.

The day will start at 9.30am and conclude at 3.30pm and will include the following sessions:

• Reviewing your retirement practice today: introducing a series of models and tools to help the small to medium sized firm review their existing activities, resources and capabilities. This allows the firm to gain a good grasp of where their business is today
• Seeing your future: A session designed to introduce you to some creative thinking techniques that help you to build a future vision for your retirement business.
• Building your retirement advice process: Utilising the Retirement Partnership’s five stage advice process model we will show how you can define your advice process, differentiate yourself from competition, and deliver value to clients. This in turn allows for fee charging for valued services.
• Understanding the critical factors of retirement advice: A highly valuable session that will introduce the 12 Critical Factors© of retirement advice and demonstrate how this simple model can be used in both transactional and complex advice situations. 

The seminar is about helping the adviser provide a better service in the retirement market and build a better business. NO product presentations will be made during the day, although different product types may be discussed.

Representatives from our sponsoring product provider will assist in facilitation on the day.

*Conditions of Sponsorship

The attendee agrees to meet with the ALICO representative within the three weeks following the session, to conduct a business review meeting, to explore further opportunities to work together. Please note that the ALICO representatives have received additional training from our consulting team to enable additional adviser support.

To book a place, please send an email to karen.sullivan@retirement-partnership.co.uk giving your telephone number and contact details.

We will telephone you to confirm.

Register with the Retirement Partnership to be informed of all future events across the country.  Registration is quick, simple and free.