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Home / Webinar / Wealth Management - Making the Most of an Advisory Partnership (Partner Webinar)

Pricing

Non member £0.00 + VAT

Presenters

Presenter

Darrell Stone

About Darrell

Presenter

Moira Lewis

About Moira

Presenter

Stacey Hillyard

About Stacey
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What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.

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

This webinar will help delegates that have a Wealth Management partnership or are considering creating one. The session will explain the benefits of such a relationship and provide guidance on how to make the most out of this kind of relationship.

KEY TOPICS

  • Understanding the benefits of forming a Wealth Management partnership
  • Understand how to manage and maximise your Wealth partnership for your firm
  • Give insights of how best to market Wealth Management to your clients

WHO SHOULD ATTEND

Accountancy firms who either have a Wealth Management partnership or are considering a Wealth Management partnership to offer these services to their clients.

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.