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moneyinfo Client Meetups 2022 Q1

They're virtually back!

An interactive opportunity to meet with like-minded firms and discuss best practice around a range of topics.

Last year with the effects of Covid, we decided to make all our meet-ups virtual. These series of successful virtual meet-ups gave our client firms an open forum to discuss a number of best practice topics.

This year we wanted to open our virtual doors again for our Client meet-ups. As always, our agenda is fluid as we want to hear from you. Based on last year’s discussions with clients we will cover the following topics: 

Meetup 1 – Increasing Adviser Engagement - 16th February 2022 - 14:00 - 15:30

Meetup 2 – Effectively Onboarding New Clients  - 16th March 2022 - 14:00 - 15:30

Meetup 3 – Improving the Review Process - 13th April 2022 - 14:00 - 15:30

For you, it’s a chance to share your experience with other firms, discuss what works for you, and any pressure points in your business. You will get the chance to interact with like-minded businesses and leave each session armed with tools and recommendations to enhance your key processes. 

This interactive session will be limited to 10 delegates plus at least 2 from moneyinfo to manage the session and give it some structure. Places are on a first come, first served basis and we’d like to keep the number of delegates from any firm to a maximum of two.

Session duration 90 minutes.

Register here:

Increasing adviser engagement

Effectively onboarding new clients

Improving the review process