The Adviser Online April 2024 | Page 16

DEDICATED SUPPORT

HOW TO GAIN NEW CLIENTS

In our most recent annual Member survey , you told us that your no . 1 focus for 2024 was ‘ growing your client base ’. Our most recent webinar contained some really useful insights from Rob Heath at IronMarket Wealth on how to use the tools available from VouchedFor to gain new clients .
WATCH AGAIN :
How one financial adviser gained 15 new clients in 2023
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THE FULL WEBINAR VIDEO & SLIDES
BOOK A DEMO
If you found this webinar useful , this will also be informative :
How one small firm added £ 11.5m AUM in 2023 through organic growth
TUESDAY 9th APRIL
THURSDAY 11th APRIL
WEDNESDAY 17th APRIL
WEDNESDAY 24th APRIL
FULLY BOOKED
FULLY BOOKED
PLACES AVAILABLE
PLACES AVAILABLE
In this webinar , VouchedFor hears from Scott Atkinson , Managing Director of GPFM , how his fiveadviser firm added £ 11.5m AUM in 2023 !
You will learn :
• GPFM ’ s strategy to supercharge client referrals
• how GPFM advisers identify and close intergenerational wealth opportunities
• how Scott personally gained 17 additional clients last year .
This 45-minute webinar will leave you with everything you need to succeed in 2024 .
REGISTER HERE
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