TAG BROKER EVENT – New Model Advisor – Fact or Fiction?


Killashee (Killashee Hotel), Kildare, Ireland

Date: 24th May 2017

Event Details

The next Trusted Advisor Group broker event will take place on Wednesday, 24th May in Killashee House Hotel, Naas, Co. Kildare from 9.30am-4.30pm.

We will be examining the challenges facing the industry over the next 12-18 months as well as discussing the resulting potential changes to your business.

Some of the key areas we will review include:

  • How do you develop the perfect advisory business?
  • Is there such a thing?
  • If so, what does it look like?
  • What do you need to make it happen?
  • What are you worth?
  • How do you get paid for the service you provide?
  • Effective communication with your clients
  • Succession Planning
  • Regulatory change

We will hear from other Irish advisors on how they have coped with change, the challenges they faced and those they continue to face.

Fergus Bradley will cover Ethics and give a brief summary on MiFID II, CPC and AML and the impact these new and updated regulations will have on your business going forward.

This event is a follow on from our Business Planning Day in January with ActionCoach and will be the next stage in helping you redefine your own client proposition and long term strategy for your business. CPD will be applied for.

This is a free event for all TAG member firms.

A charge of €199 will apply to non-TAG members. There is a 50% discount for IBA member firms.

To reserve your place, please register here events@trustedadvisorgroup.ie

Please note, this is a full day event.

Download our Brochure & Application Form Here