February 2008

KEEPING CLIENTS ON-BOARD IS KEY FOCUS OF INSTITUTE OF FINANCIAL PLANNING EVENT

Ways to retain clients for the long term within the financial sector will be discussed when The Acumen Group hosts an Institute of Financial Planning Scotland event on Monday (4th February 2008).

Organisations of all sizes often hit the ground running with clients in their first year but the honeymoon period can quickly fade with clients becoming less willing to accept fees for financial services. This can lead to them feeling undervalued by the company and taking their business elsewhere. The task for financial planners is to develop an appropriate client proposition that ensures the client will continue to value the work carried out after the initial period but this can prove problematic for many.

Guest speaker Mark Williamson, a consultant with Standard Life will address this issue, when he talks about his time working with independent financial advisory (IFA) businesses at Goldman Sachs and Standard Life. Mark will speak about how he tackled the issue of client dissatisfaction and was instrumental in changing the way Goldman Sachs dealt with its clients.

Sandy Robertson, managing director of The Acumen Group, said: "Mark is a highly experienced financial planner and we are delighted he is coming to Aberdeen to share his experiences. The event will provide vital industry advice for a situation that is all too common throughout our industry. Retaining and growing with clients is key to the success of any business."

The event, which is open to all financial planners, takes place at the Marcliffe of Pitfodels at 5.30pm for 6pm on Monday 4 February. For more information, please Kay Newton on 01224 573904 or email kay.newton@acumen.info