Prestwood Group, providers of cash flow modelling software Truth, is joining forces with Model Office (MO), a regulatory technical platform, to offer free events around the country for planners and owners who want to take their business to the next level.
The events are open to all planners, para planners and wealth managers, regardless of whether they use Prestwood.
All events are 10-1pm with coffee and lunch for those who are able to stay longer:
- 28 April Bristol: Aztec Hotel, Aztec West, Almondsbury, Bristol BS32 4TS;
- 26 May Manchester: Macdonald Hotel, London Rd, Manchester M1 2PG;
- 30 June Birmingham: Novotel, 70 Broad St B1 2HT;
- 21 July London: venue to be confirmed.
To reserve a free place please email sandra@prestwood-group.co.uk, or call the team on 01384 273736.
Prestwood Director Julie Lord (pictured above) said: “Especially for those working alone, it is hard to find support that doesn’t cost an exorbitant amount and actually delivers more than just ‘marketing-speak’.
“These events are designed to help planners increase profitability and introduce firms to a way of building a stronger proposition: one that is rigorous, always compliant, and for those thinking of exit – ways to reduce time and cost for due diligence processes.”
Prestwood Software offers complete end-to-end solutions for financial planners and is one of the UK’s leading tools in the lifestyle linked sector.
MO’s platform provides firms with a snapshot of current business performance across firms’ systems, client proposition and operations. It produces a template to help firms implement a more streamlined, seamless, compliant and profitable strategy.
Managing Director of Engage Insight Chris Davies, who developed MO over five years, added: “Unlike the FCA, MO adopts a prescriptive approach to business development using gamification. This means you can understand how well you are performing and what needs to be done to improve scores to ensure on-going compliance and competitive advantage.”
