Developing and future-proofing the later life practice - Older client marketing and communications
Time and date:
03 August 2017
2.00 PM to 03 August 2017
5.00 PM
Location: Liverpool
Organiser: SOLLA Society of Later Life Advisers
Website: Click here
Developing and future-proofing the later life practice - Older client marketing and communications
The traditional approaches to developing a sustainable successful later life business has radically changed over the last 15 years. During this time SOLLA has seen excellent examples of good practice when it comes to attracting new clients and looking after existing ones better.
This reflective short workshop will challenge, as well as enhance, the way a firm approaches the later life market. It will look at how best to set up a ‘service’ for your existing clients as well as effective ways to take on new. Ensuring retirement clients become later life clients
Many businesses have an idea of what they need to do but they don’t get round to doing it. So what can make that difference?
We will also explore:
New and recycled ways firms can adapt to help and engage an aging client base.
Using effective communications.
Ways to involve unregulated colleagues when it comes to client engagement and care.
Working with other non-regulated professionals.
Emerging ‘advice models’ that need regulated later life advisers.
3 hours CPD
£60 + VAT
