Sole practitioners' East coast networking meeting

For most high street firms, their Wills bank is at the very core of their business. Built up over many years, it is often one of their largest sources of fee income.

This seminar will look at a number of ways to protect and grow this asset, along with other ways to re-engage with clients to create future benefits for your clients and your firm.

 The seminar will cover

• Tidying up and managing client information
• Engaging and re-engaging with your clients
• Adapting to the changing needs of clients
• Developing and providing new services for older clients

Learning objectives:

• Understanding and managing client data
• Identifying and utilising appropriate marketing techniques
• Reviewing legislative changes impacting clients
• Pension rules
• Identifying additional service opportunities for older clients