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Events

IFA Life and Industry Events

Note - Providers may advertise their seminars, roadshows, conferences, presentations and events within the Providers' Events section of our Forum here. Please contact Nick Page for advertising options | page@pagemedia.co.uk | 01428 740554 | 07789 178802 (m).

London Stock Exchange Commodities Seminar for Independent Financial Advisors

01/05/2013, 08.30am at London Stock Exchange, 10 Paternoster Square, London EC4M 7LS

Social Media for Product Providers - How to use Social Media to engage with IFAs online

01/05/2013, 09.30am for 10.00am start at Dimensional Fund Advisors Ltd. 20 Triton Street, Regent's Place, London NW1 3BF

How to attract new clients through seminars and workshops: Professional speaking skills for IFAs

21/05/2013, 09.00am for 09.30am start at Dimensional Fund Advisors Ltd. 20 Triton Street, Regent's Place, London NW1 3BF

Featured articles

16/05/2013 10:12:19: Advisers find opportunities in tough times

15/05/2013 18:36:38: Preserving the three kinds of Family Wealth

15/05/2013 10:13:07: Pension Portfolio - the only pension your clients will ever need

14/05/2013 12:02:15: What price is your new strategy and business risks post RDR?

08/05/2013 10:31:07: Investment Due Diligence (part 2)

02/05/2013 16:43:12: Success Strategies for Financial Advisors

01/05/2013 10:37:50: Making your website work for you, means making it work for your visitors. Valuable tips for IFAs

01/05/2013 08:22:57: Google confirmation: forget SEO. What can IFAs learn from this?

30/04/2013 16:05:46: We need to talk about Taxes - How much tax are you paying?

25/04/2013 16:42:00: Advisers drive RDR awareness. New research revealed

25/04/2013 16:34:14: When ‘bad' is ‘good'. Expert views on Europe's recovery

22/04/2013 11:13:40: Should Men and Women have different Risk Profiling questions?

17/04/2013 16:43:05: Provider and Supplier Update - April 2013

11/04/2013 16:51:45: Great business opportunity for IFAs. Healthy second income in a growth business.

08/04/2013 09:14:02: A new opportunity dawns - Now’s the time to focus on mid-market clients

08/04/2013 08:47:08: How to Prove and Demonstrate your Independence in a Post RDR World

08/04/2013 08:13:49: Investment Due Diligence (part 1)

03/04/2013 10:36:52: LifeTalk Android App now available in Google Play

27/03/2013 10:54:58: The fight for justice for Arch cru investors continues

23/03/2013 15:38:24: The best kept Marketing and Lead Generation secret for IFAs and Financial Advisers

20/03/2013 10:49:20: For Providers only: How to engage with IFAs through Social Media and Conversational Marketing

18/03/2013 17:45:40: Face-to-face networking gets IFAs new clients - if you approach it like this

15/03/2013 11:06:08: Being helpful and supportive - Old fashioned values in a modern setting to help people find an IFA or Financial Adviser

11/03/2013 16:42:00: SortRefer is a simple, free-to-use, online resource designed for IFAs and Mortgage Brokers

08/03/2013 13:50:16: Top tips for marketing your firm in a post-RDR world

05/03/2013 11:52:32: Pension contributions: no cash, no problem!

04/03/2013 08:09:11: How you find an IFA or Financial Adviser just changed. A welcome return to 'the human touch'

19/02/2013 15:59:25: Why Only Best Practice Makes Perfect!

19/02/2013 14:30:08: Pension planning; the persuasive power of the ‘jelly baby’!

13/02/2013 15:02:32: Are you using the end of the tax year to contact your clients?

07/02/2013 09:40:44: No wealth is being created

04/02/2013 08:00:30: Lend private businesses some help with a SSAS

25/01/2013 11:33:06: Personal Asset Lending on the Rise

10/01/2013 08:05:37: Is your client’s SSAS up to date with its HMRC filing?

03/01/2013 16:01:56: Is there any New Year pension cheer?

02/01/2013 08:32:25: A New Year, a New Regime - and a New Name for IFA Life...

22/12/2012 14:17:18: 2013 - A new year and a new challenge. But here's the real reason why the profession could be wiped out

18/12/2012 10:34:37: New Provider workshop for 2013 - How to use Social Media to add value and to engage with IFAs in a post RDR world

11/12/2012 20:00:21: New Year, New Regime, New Opportunities... and a New Name for IFA Life

11/12/2012 19:37:09: Christmas Cheer for IFAs with Small Fund Pension clients

03/12/2012 14:13:48: My IFA resuscitated my SSAS

27/11/2012 16:11:11: Use Outsourcing and Profit from RDR

27/11/2012 15:39:30: The Folly of Hourly Fees

09/11/2012 09:49:58: How to use valuable content to generate sales opportunities

08/11/2012 21:11:28: All set for RDR?

05/11/2012 13:27:33: Business 2015 - My Predictions

12/10/2012 08:06:28: What makes a good financial adviser?

05/10/2012 10:13:18: What LinkedIn skills endorsements mean for Financial Advice professionals (and how to make the most of the exciting new feature)

29/09/2012 16:30:26: The Less Paper Office. IFAs can't ignore paper, but they can be smarter about how they store it

06/09/2012 07:03:47: IFAs should become expert bloggers

24/08/2012 14:44:07: How do you compete for the attention of IFAs in an increasingly crowded online marketplace?

09/08/2012 10:21:23: Eight years of IFA Life – some valuable insights into IFAs’ and Providers’ use of Social Media

03/08/2012 08:38:32: Your business depends upon the views of others. IFA websites are missing a trick

25/07/2012 16:03:58: Best Practice makes Perfect: 171 Memory Joggers and Bright Ideas for IFAs

27/06/2012 15:57:29: Empowering advisers and wealth managers to deliver profitable services to mass affluent clients, using digital risk profiling and wealth planning

26/06/2012 16:35:15: How to use LinkedIn: 300 Proven Tips for Financial Advisers

18/06/2012 13:10:55: Please vote on the Top characteristic of the most successful financial advisers

10/06/2012 15:59:54: Credit crunch generation stuck in financial adolescence - the Top 50 Indicators of being 'Grown up'

08/06/2012 09:22:11: When it comes to pensions, women are still very much the poor relation

23/05/2012 07:48:44: Golden Rules for talking with a new generation of pension savers

01/05/2012 16:43:10: Should every investment portfolio be insured?

27/04/2012 10:09:05: Advisors must shift LinkedIn to the top of their Social Media strategy (if they had one)

16/04/2012 08:38:49: Should the IFP and PFS follow the MDRT model? How have you benefited from MDRT?

09/03/2012 16:56:44: How to connect your IFA Life profile page to your LinkedIn page

03/03/2012 10:29:30: The 7 key traits of a Trusted Adviser

13/01/2012 15:47:01: How to Plan, Promote and Present Successful Client Seminars in an RDR World

20/12/2011 16:44:44: Asset allocation and RDR

09/12/2011 10:11:51: Why every IFA firm needs a mobile website

29/11/2011 15:48:51: Why are so many IFAs invisible online? (And missing out on business as a result)

06/10/2011 15:19:19: The impact of this on our family has been traumatic to say the least

19/09/2011 16:08:01: Reassurance for pension clients with Prudential’s multi-asset funds

22/06/2011 19:38:00: Why should I pay for your advice?

22/06/2011 12:42:46: Clients are crying out for pensions with guarantees

21/06/2011 11:50:46: 'New Model' is not just for IFAs - it's for Providers too. Why Social Media will soon dominate Providers' interaction with IFAs

15/06/2011 16:08:02: 7 tips to make yourself memorable as an IFA

19/05/2011 09:38:05: Do advisers need coaching?

08/04/2011 17:26:29: A Real Conversation with an IFA - the truth hurts

15/03/2011 07:53:05: How to use and Leverage LinkedIn - Resources for IFAs and Financial Planners

11/02/2011 12:18:39: Evidence of professionalism at the Professional Adviser Awards

26/01/2011 11:19:50: Do You Really Know Your Customer?

07/01/2011 22:54:04: 10 reasons why consumers won't come to your financial planning seminar

29/08/2010 16:55:53: A Digital Mindset. Do IFAs, Financial Planners and Financial Brands have it?

04/08/2010 10:02:05: 3 Reasons why an IFA should blog - even if you have nothing to say

06/07/2010 08:39:28: Five powerful reasons why you should start blogging. A simple way for IFAs to generate leads

10/08/2009 14:33:45: Does anyone take notice of financial advertising and marketing anymore?

31/07/2009 08:15:01: Do financial advice businesses have competition? Internet businesses shouldn't follow Microsoft's lead

05/07/2009 10:59:24: Can you mentor another IFA or Financial Planner?

29/06/2009 11:52:21: This is when I'll pay for financial advice

21/04/2009 11:43:58: Another way to get more traffic to a financial planner's website

22/10/2008 06:01:36: “Change or Die” That’s the message for many advisers

28/09/2008 10:24:54: How to maximise your membership of IFA Life

05/08/2008 10:35:35: How well do you manage your image as an IFA?

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