Professional Adviser Breakfast Briefings 2015 - London
Time and date:
29 September 2015
8.30 AM to 29 September 2015
10.20 AM
Location: Incisive Auditorium Haymarket House 28-29 Haymarket London SW1Y 4RX
Organiser: Professional Adviser
Website: Click here
Join Professional Adviser and financial services software giant IRESS UK on Tuesday 29th September in London for an exclusive event outlining the ‘seven wonders' of adviser technology and how it has changed how IFAs deal with clients forever.
The Seven Wonders of Technology for Advisers
Technology put people on the moon, mapped our genetic code, built driver-less cars. Has its influence on the delivery of financial advice been as revolutionary, if not as headline-grabbing?
Join Professional Adviser and financial services software giant IRESS UK for an exclusive event outlining the ‘seven wonders' of adviser technology and how it has changed how IFAs deal with clients forever.
- What are the ‘seven wonders' of adviser technology?
- Learn about the latest developments in tech and how advisers can incorporate them into their advice processes;
- Re-discover some of the best tools already available on the market, and how they can boost your business;
- Also hear from one award-winning adviser who has used tech to engage with clients he might otherwise have lost forever.
Providing affordable financial advice to the mass market is considered to be one of the great challenges facing the sector. But has the problem already been solved?
IFA Keith Churchouse has built a financial planning proposition - Saidso.co.uk - offering retirement planning, investment and protection services for under £300.
How did he do it, and is it working? Hear from Keith, who will explain how and why he built Saidso.co.uk, the obstacles he faced, and what it has meant for his business.
Join Professional Adviser and IRESS UK for this exclusive event on 29 September...
Programme Timings
8.30am - 9.00am: Breakfast and registration
9.00am - 9.05am: Welcome address by Scott Sinclair
9.05am - 9.35am: IRESS presentation by Mark Loosmore
9.35am - 10.05am: IFA case study by Keith Churchouse
10.05am - 10.20am: Q&A session
10.20am: Finish & network
Speakers
Mark Loosmore - Executive General Manager (Wealth), Iress
Mark has a successful track-record of business development in the IT and the Financial Services market, including helping both NCR and AT&T to establish themselves as key technology suppliers to the Insurance sector. In his role as Business Development Director for Focus Solutions Group, he led the company's growth - developing and launching new market propositions that resulted in a twenty-fold increase in revenue.
Mark joined IRESS in November 2011 as part of the commencing executive team to build the UK Wealth management division.
