Establishing And Building Wealth Management as an Added Value Service (Partner Webinar)

PARTNER WEBINARS

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

This webinar will help accountants evaluate the opportunities, benefits and risks of offering Wealth Management as an added-value service. Attendees will learn how it can strengthen client relationships, support growth and potentially increase practice value, while considering the associated regulatory and operational requirements. The session examines practical, lower-risk ways to introduce Wealth Management for both the practice and its clients.

KEY TOPICS

• The Benefits of Wealth Management for Accountancy Practices and Their Clients
• Cross-Selling Wealth Management to Existing Accountancy Clients
• How Wealth Management Can Strengthen Client Relationships and Client Retention
• The Potential Impact of Wealth Management on Practice Growth and Business Valuation
• The impact on your business valuation of a Wealth Management offering
• Understand the risks of operating Wealth under the FCA and how best to navigate that
• Look at Wealth Management options and how a low risk option may work for you and your clients.

WHO SHOULD ATTEND

Partners, practice owners and senior accountants who are considering introducing Wealth Management as an added value service, or who already offer Wealth Management and want to understand how to develop the service further. The session is particularly relevant to practices looking to strengthen client relationships, diversify their service offering and identify additional sources of practice value.

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.