Building your Value through Wealth Management - (Partner Webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

Understand how Wealth Management acts as a positive lock-in for your client base

Explore Wealth Management operating models so that you can identify the best solution for your business.

Understand how you can build a revenue stream to drive your own Accountancy business valuation

KEY TOPICS

• Cover how Wealth Management builds client loyalty for your practice
• Understand the options for an accountancy practice if considering or reviewing your Wealth Management
• Understand revenue models and the value- add for your practice.

WHO SHOULD ATTEND

Accountancy practice owners and decision makers who have or are considering their Wealth Management options

Individuals in accounting looking to understand how about Wealth Management.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.