Practical Guides  >  Workshops  >  Technology and RDR Roadshows

Technology and RDR Roadshows

With our industry colleagues, we're hosting free roadshows for financial advisers in cities across the UK.

Entitled "Tools and technology to help you embrace the RDR" , the sessions are free to attend and will be interactive. You will meet industry experts from Standard Life, Plum Software, Voyant, JP Morgan (London only) and Origo. Hosted around four or five tables, the format will encourage you to network with industry colleagues and share your experiences of technology and thoughts about the RDR.

The topics include:

  • Standard Life: Maximising the benefits of online services from providers extranets
  • Plum Software: How to use Business Management Software to justify remuneration and to work efficiently
  • Origo: How to use free industry resources to manage critical business requirements, such as data and security, agency codes and electronic services
  • Voyant: Selling the Value of Advice: the Role of 'Intelligent Presentation.'

Lunch is included and the timings are:

  • Welcome: 10am
  • Session start: 10.15am
  • Close: 2.30pm

 

Please apply early as there are limited spaces. There is no charge for attending.

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By submitting your details, you are giving us permission to send the information you have supplied to Plum Software so that they can process your request to attend the Roadshow.

If you have any questions, please Contact Us.