Year-long events to take place online and in person for member firms
The Right Mortgage, an independent network for mortgage and protection brokers, and the DA Club, a compliance club for authorised brokers, have released their 2024 event calendar. The events, noted in a Press release, will be accessible to all member firms throughout the year.
“Taking place in person at venues right across the country and also via online webinars, the events cover off the widest range of topics designed to provide member firms with information on how to make the most of the current sales opportunities and kept updated on the latest industry and regulatory detail,” the news release said.
Among the events to be held in the new year include the following:
- National training event in Birmingham, March 7, 2024
- Gala Awards Dinner – to celebrate top performing advisers
- Regional sales roadshows and kick-off meetings – to cover product areas, such as mortgages, specialist lending, general insurance, and protection
- Sales and development peer group meetings – for appointed representative (AR) principals, to focus on delivering and understanding models
- Later life lending roadshow and end-of-year celebration/gala dinner – for later life–authorised members, to include panel sessions and round-table discussions
- PMI summit and summer dinner – to cover product options, solutions and marketing opportunities
- Sales-focused webinars – aimed to inspire and feed sales ideas
- Compliance-focused webinars – focused on important regulatory teams, technology, and training areas
- Online coffee mornings
“We’re not quite at the end of the year but we’ve been working hard to put in place our calendar of events for 2024 in order to give our member firms, and their advisers, access to all the information and support they need to help them make the most of the opportunities that exist,” said Nicola Ventrella.
“We continue to listen to members in terms of what they want out of our events, the access they have to them, and the information which is most useful for them, and we think next year will provide all of the above and more, in order to ensure advisers are in the best place possible to secure growing levels of business and to maintain the highest levels of customer satisfaction.”
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