Posted on: 23 May 2011
SimplyBiz launches Success Through Action Conference Programme
Taking IFAs up to, and beyond, the RDR
Compliance and business services company The SimplyBiz Group has today launched its ‘Success Through Action’ conference and workshop programme, developed to take IFAs up to and beyond the RDR.
A series of 12 events will take place in locations across the UK from 23 June to 21 July. Built and delivered by the New Model Business Academy, ‘Success Through Action’ will focus on how advisers can achieve the best for themselves and their businesses before and after the regulatory changes are implemented in January 2013. This will be achieved through the initial conference and be followed up by a series of events, workshops and webinars, backed up with detailed fact sheets and action plans. All content will be delivered by experts from the NMBA and their partners, including SimplyBiz.
Ken Davy, Chairman of The SimplyBiz Group commented: “This is the latest stage of our extensive RDR readiness programme which began in 2009. SimplyBiz is committed to delivering everything advisers need to operate compliantly and successfully in a post RDR world. These major ‘Success Through Action’ conferences And the important follow up events will prove invaluable to all advisers.
“The NMBA Success Through Action programme aims to help advisers with real challenges such as wider investment research, VAT, charging models and client agreements. Although preparation for the RDR will be the main motivation for most advisers, we believe that the quality of the information, tools and training available will mean that the scheme will become an invaluable resource in helping advisers build better and more profitable businesses.”
Following each half-day conference there will be additional afternoon sessions with opportunities to ‘Ask the Expert’ which will provide information on, among other things, dealing with VAT, best practice client propositions, marketing ideas, and increasing profitability.