Jonathan Morley, Business Development Director of Positive Partnerships and Ian Fletcher, Managing Director of the 2020 Group recently presented a webinar entitled, "Wealth Management - the Positive Solutions Offering".

By working closely with Positive Solutions your firm can create an outstanding value added proposition. Finding the right wealth management structure in a practice is essential. There is a tremendous opportunity for all firms familiar with 2020 to improve the range and choice of professional services offered to clients. 

Interestingly enough, whether or not your firm is offering Wealth Management, Positive Solutions have two very attractive propositions; for existing IFA's working with Accountants AND for accountancy firms that are keen to explore possibilities.

Key Topics covered include:

• How to alleviate virtually all regulatory responsibilities, including commission disclosure.
• Opportunity spotting and "Needs Analysis" training
• How you can still retain complete client control and ownership.
• Obtain access to standardised procedures used by other forward thinking accountancy firms across the UK.
• Enabling your firm to offer an 'all encompassing' range of products and services.
• How your firm can have an IFA seconded to your firm for an agreed amount of time per week/fortnight.
• Receiving access to a well financed Research Department.
• Taking advantage of one of the most highly rated extranets available in the world.

You can download a recording of the webinar here.

Please note you will need Microsoft Windows Media Player to open this file. If you do not have this installed, then please visit the Windows Media Player website to download a copy.