Throughout the month of November 2014, Dover Financial Advisers will be running a series of CPD days. These training days are not only open to Dover representatives, but to anyone who feels this information will help them better understand some of the important factors to consider when dealing with this niche clientele.
Presenting on the day will be Terry McMaster, responsible manager and director of Dover. Terry will cover the vital areas an adviser must be aware of when servicing these specific clients, as well identifying other opportunities to ensure these medical practitioners are actively engaged. Importantly, products will not be the theme of these events. Information and discussion will revolve around proven strategies which Terry McMaster has used for over 25 years whilst dealing with his exclusively homogenous client base.
“It’s all about how to develop new services for your clients that will increase your cash flow and create new capital value in your practice,” states Terry McMaster. These training days are supported by a series of technical manuals designed to help you further develop your skills on the topics covered. Attendees are encouraged to actively participate, to share their thoughts and experiences and to ask questions to ensure you get the most out of the day.
FPA accredited CPD points will be awarded to attendees.
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