LEARNING: MINDFUL OF
Get Mindful! Well everyone else is.
In this fast moving world, there are certain subjects worthy of exclusive focus. This year we are looking at Investing in Retirement and also at the Client.
So for "Mindful of" please understand - an opportunity to spend a day of focused learning - lectures and tutorials.
We do not approve of endlessly sitting and soaking up other people's ideas... we like the lean in approach, so this new programme will be structured to allow the class to really question our lecturers and tutors - an intense day of learning which will attract CPD points.
The goal of the day is to enable everyone to leave the building armed with sufficient knowledge - mentally stimulated and clutching hard copy solutions.
BE MINDFUL OF THE BIG
PICTURE (SEPTEMBER 2017)
Organisations and their clients across the globe were shocked at the UK’s referendum decision to Brexit. Only a quarter of the large banks in the UK have done anything to prepare for such a scenario. However, we need to dust ourselves down and ensure we are prepared for what lies ahead.
BE MINDFUL OF THE CLIENT
All of us have clients. If we didn’t we wouldn’t be in business. The question is - how much emphasis do you place on understanding them and their needs. Do you analyse the way they behave, use your products and services; do you measure their feedback; and most importantly do you respond to all this knowledge? Are they loyal? Do you seek to cross-sell/up-sell? Do you communicate with them across different media?
MINDFUL OF INVESTING IN
RETIREMENT (MARCH 2018)
This one day conference will review the investment needs of those both approaching and already in retirement as well as provide an update on the overarching backdrop - be it economic, regulatory or demographic.