Prestwood Partners with business sustainability firm for free events focused on driving profits and making advice proposition bomb-proof
Prestwood Partners with business sustainability firm for free events focused on driving profits and making advice proposition bomb-proof
IFAs in 2017 have a number of plates they need to keep spinning if they want to stay in business. From keeping up with regulatory change to ensuring their business is profitable and compliant - for some, it is a never-ending tale of two steps forward, one step back.
Prestwood Group, providers of leading cash flow modelling software Truth® and an authoritative voice for professional lifestyle financial planning, in partnership with Model Office (MO) – an evolutionary, FinTech, RegTech platform – are joining forces to offer free events around the country for planners and owners who want to take their business to the next level.
Julie Lord, Prestwood Director said: “Especially for those working alone, it is hard to find support that doesn’t cost an exorbitant amount and actually delivers more than just ‘marketing-speak’.
“These events are designed to help planners increase profitability and introduce firms to a way of building a stronger proposition: one that is rigorous, always compliant, and for those thinking of exit – ways to reduce time and cost for due diligence processes.”
MO’s platform provides firms with a snapshot of current business performance across firms’ systems, client proposition, operations, etc., and produces a template to help firms implement a more streamlined, seamless, compliant, and profitable strategy.
Chris Davies, MD of Engage Insight, who spent 5 years developing MO commented: “Unlike the FCA, MO adopts a prescriptive approach to business development using gamification. This means you can understand how well you are performing and what needs to be done to improve scores to ensure on-going compliance and competitive advantage”.
All events are 10-1pm with coffee and lunch for those who are able to stay longer.
28 April Bristol: Aztec Hotel, Aztec West, Almondsbury, Bristol BS32 4TS
26 May Manchester: Macdonald Hotel, London Rd, Manchester M1 2PG
30 June Birmingham: Novotel, 70 Broad St B1 2HT
21 July London: venue to be confirmed.
These events are open to all planners, para planners and wealth managers, Prestwood users or not. To reserve a free place please email sandra@prestwood-group.co.uk or call the team on 01384 273736.
Notes to Editors
1. Prestwood Software offers complete end-to-end solutions for Financial Planners.
2. Prestwood Software Ltd is part of The Prestwood Group, founded by Paul Etheridge MBE. 3. Prestwood software is developed by Financial Planners for Financial Planners. The Company exists solely to develop and support top of the range programs for Financial Planners in the UK, and Prestwood® Software is widely recognised as the UK's leading software in the lifestyle linked sector.
www.truthsoftware.co.uk
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www.twitter.com/prestwoodtruth
www.youtube.com/prestwoodtruth
www.facebook.com/prestwoodtruth
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Prestwood are the leaders in client facing financial planning software. In 2007 they launched 'Truth®' which has since helped hundreds of advisers move to more profitable financial planning models. Truth is easy to use with clients thereby creating powerful client relationships. It moves the focus off products and investments to what matters most – helping clients identify, achieve and maintain their desired lifestyle.