Held at nine venues between September and November 2007, the forums were attended by over 200 advisers and covered a wide range of topics including understanding the market, lead generation, and the sale and fulfilment process.
“We have been delighted with the feedback and interaction from the delegates at all venues," said Alison Beeston, compliance & communications manager at Bridgewater Equity Release.
"Bridgewater and our co-sponsors, Just Retirement and Stonehaven, are now considering a further round of forums in 2008. We would be interested to hear ideas from advisers on the topics they would like us to cover in any further ERMF events that might take place.
“Following the forums we are now working on delivering some of the marketing tools that delegates were keen for providers to produce including fact-finds and document templates.
"In the meantime we would urge advisers looking for ongoing support in these areas to contact Bridgewater and the forum co-sponsors. We would like to thank all those delegates that attended and hope they have gained valuable information from the forums to boost their own equity release advice propositions.”
