Jonathan Morley, Business Development Director of Positive Partnerships and Chris Frederiksen, Chairman for 2020 Group recently presented a webinar entitled, "How to make Wealth Management Successful in your Practice ".

This free webinar will ensure you are aware of the need and benefits of offering Wealth Management services to clients, the models available and what to look for when considering to offer Wealth Management. If you already offering this service, then this webinar also covers some methodologies to drastically increase the profitability of your existing arrangement.

Key Topics covered include:

• Why offer Financial Services
• The 17 Benefits of Financial Services
• The Importance of Diversifying your practice
• Benchmarking
• What do Accountants want from an IFA?
• Building a Positive Partnership
• How can 2020 & Positive Solutions help you?

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.