The forums will start in Dunblane on 13 July and finish at Bracknell on the 30 July, taking in 11 venues across the country.
The events include interactive workshops run by Bankhall, Zurich, Partnership and Friends Provident. Topics will include what elements add value to an IFA business, such as differentiating service offerings, practical methods of setting fee levels to ensure a profitable firm, and what to consider when developing an exit strategy.
The 11 venues are: Dunblane on 13 July, Newcastle on 15 July, Sheffield on 16 July, Gatwick on 20 July, London on 21 July, Bristol on 22 July, Exeter on 23 July, Manchester on 27 July, Coventry on 28 July, Cambridge on 29 July and Bracknell on 30 July.
Stephen Young, chief operating officer at Sesame Bankhall Group, said: “Delegates will hear first hand from industry experts on the practical steps to ensure they are fit and ready for the onset of the RDR. This will help IFA businesses to continue delivering a first class service to their clients whilst also building value in their firm.”
