BT Academy adviser briefing - June 2019

Event

BT Academy adviser briefing - June 2019

Access the latest in practice insights, market news and articles to help you grow your business.

James Williamson joins us to discuss how managed accounts have helped him increase client engagement and drive efficiencies within his practice. Find out what is required to move your business to managed accounts.
Article
Understanding their needs and goals and sitting on the same side as your clients is what your clients want from you as an adviser
Article
Managed accounts give your clients a different view on their wealth but how do you articulate the benefit of managed account to clients.
Article