Don’t put all your eggs in one basket - the value of advice

Angels Share
Tuesday, 24 April 2018
5:00 pm – 7:00 pm

he Insurance Society of Edinburgh has been fortunate to secure David Norman former CEO of Credit Suisse Asset Management (UK).

Consumers all know the cost of advice in pounds, but how can you demonstrate the value of advice in pounds - this session will examine this question in detail.

Learning outcomes:
Delegates attending this event will be able to identify:

• 20 benefits of advice to customers
• Tips for improving the sales process with customers – selling advice
• How to plan in the new world of pensions freedoms
• How to help customers avoid the new risk of retiring – it could save them £120,000!
• Templates that can professionalise your process and messages.

Who is presenting?
David Norman aka DAN is the former CEO Credit Suisse Asset Management (UK), brings alive the subject of the value of advice in an entertaining and informative session.

His 30 years’ senior management experience with firms such as London Life, Scottish Equitable, Threadneedle, Prudential and Aviva together with a lively presentation style and a passion for simplicity & customer focus have won him many plaudits:

“The best presentation I have seen in 19 years as an adviser” IFA. Cardiff.
“Entertaining and informative – a unique combination” Financial Planner. Leicester.
“If you only see one presentation this year – make sure it is this one” CFP. Glasgow.

Places are limited so please book your space at your earliest convenience!

Venue
  • Angels Share
  • 9 - 11 Hope Street
  • Edinburgh,
  • EH2 4EL
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.