Brooks Macdonald announces sixth year of Adviser Academies
Brooks Macdonald is running 11 Adviser Academy events around the country from April to May 2018.
The firm says it has based the content for this year’s series of events on the feedback from over 500 attendees in 2017, and has brought together a range of influential speakers to focus on the topics which are most important to the adviser community: time, efficiency and regulation.
There are five keynote speakers:
Edward Park, director, Investment Committee, Brooks Macdonald, who will speak on capturing equity gains whilst protecting portfolios. He will explore themes that can benefit from economic growth as well as areas that can provide returns to portfolios if markets correct.
Nigel Barker-Smith and Justin King, owners of small but profitable financial planning firms, will explain why they believe Life Planning is the most important element of the financial advice process. Tips will be given on how to help clients understand what is important to them and also to inspire them to take action.
JP Morgan, will provide market Insights, with data and commentary on global markets to inform conversations with clients.
The team from moneyinfo will tackle GDPR, explaining how the implementation of a digital strategy can demonstrate commitment to protecting personal data, and help comply with GDPR while removing significant cost from a business. It will be a practical demonstration of how ‘going digital’ can improve the efficiency of adviser businesses whilst protecting their existing IT investment.
AND, Cassie Footman, coach and international speaker, will talk about the four fundamentals that are critical to business success.
The events are eligible for CPD.
The dates and venues of the events are:
Oulton Hall, Leeds
Tuesday, 24 April 2018
Southampton Harbour Hotel
Thursday, 26 April 2018
Woodbury Park, Exeter
Tuesday, 1 May 2018
The Kendleshire, Bristol
Wednesday, 2 May 2018
Merchant Taylors’ Hall, London
Thursday, 3 May 2018
Royal College of Physicians, Edinburgh
Wednesday, 9 May 2018
Blythswood Square Hotel, Glasgow
Thursday, 10 May 2018
Forest of Arden, Midlands
Wednesday, 16 May 2018
Leeds Castle, Maidstone
Thursday, 17 May 2018
Miskin Manor Hotel, Wales
Tuesday, 22 May 2018
Midland Hotel, Manchester
Wednesday, 23 May 2018
For further details and to register click HERE: