ifa is proud to launch the Client Experience Workshop, a free, half-day event where attendees will learn what advice clients really want from their adviser.
Over 1,000 advice clients have revealed that loyalty, engagement and education are major issues among advice practices and this workshop will address those weaknesses head-on.
The event is built off the back of exclusive research by Momentum Intelligence that has uncovered exactly what clients are saying, and each session will reveal those critical findings.
The immersive sessions will deliver exclusive strategies, tactics and techniques that you as an adviser can use to better align your business with your customers' expectations.
The ifa Client Experience Workshop, to be held on 6 September, will be followed by the ifa Excellence Awards, which provides an unparalleled opportunity to be recognised at a local, state and national level.
This workshop will help advisers understand what is driving client attitudes and help businesses to create an action plan to re-engage with clients and win new ones.
CPD points are available for attendance as you aid your career development with interactive and practical learning opportunities.
To secure your free ticket to the ifa Client Experience Workshop, click here.
To learn more about the workshop, click here.
Eliot Hastie is a journalist at Momentum Media, writing primarily for its wealth and financial services platforms.
Eliot joined the team in 2018 having previously written on Real Estate Business with Momentum Media as well.
Eliot graduated from the University of Westminster, UK with a Bachelor of Arts (Journalism).
You can email him on: [email protected]
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