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Prestwood’s profitability and success seminars are suitable for all principals and advisers.

This introductory workshop provides proven ways to generate greater profits and success for your business.

It focuses on developing an enhanced proposition for your clients, and offers hints and tips based on the experience of hundreds of successful financial planners.

The seminar will be presented by Richard Hudson, with interactive sessions to benefit from delegates’ own input.

Richard has experience of transforming his business to meet new challenges in the market place and is keen to impart and share his knowledge, experience and expertise to help you accelerate the process and avoid the pitfalls. He is a successful financial planning owner-practitioner and experienced user of Prestwood Software, willing to share his knowledge, skills and experience but more importantly he is actually ‘doing it’, not just ‘talking about it’.

Examples will be given of how some of the most experienced planners have improved their business practices to operate successfully under the requirements of the Retail Distribution Review.

Prestwood members include some of the leading financial planners in the UK. Come and learn the secrets of their success.


Date Location
23rd February 2012 Manchester
1st March 2012 London

Book Now

To reserve your place, simply telephone us on 01384 273736 or email Jay Allcock

Paul Bocking, Fraser Wealth Management
 

News regarding the launch of truth® is growing, read about what the financial papers have to say.

 
  IFA Online
Professional Adviser
Citywire
Money Marketing
Paul Scarfe - NMA
 

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