Pos Sol rolls out adviser charging roadshows

Positive Solutions will target advisers' successful transition to fee charging in its latest round of nationwide Wealth Synergy roadshows.

Central to the events is how to communicate the new charging structure to clients, which is a conversation Positive Solutions says will directly influence advisers' chances of future success.

The nine roadshows will demonstrate Positive Solutions' online Evolution toolkit at open events across the UK throughout March.

Each roadshow will include an update from Positive Solutions' chief executive Jim Reeve on business development plans.

Positive Solutions backs client segmentation as the first step for advisers preparing to switch to charging models and who want to become more efficient and profitable businesses.

Speakers from insurer Zurich and The Ideas Lab's Robert Reid will run a practical, interactive workshop on the seven stages to successfully segmenting a client bank.

Investment managers 7IM will provide an overview of the global economy, with particular focus on the opportunities available in the current investment market.

Meanwhile, Zurich will outline a series of tax planning solutions advisers can use to help clients.

The events are free to attend. To book a place telephone 0800 953 0262. Another round of Synergy events on business transition ahead of the RDR will take place in June.

Dates and venues:

15 March - Rudding Park Follifoot, Harrogate, Yorkshire
16 March - Park Royal Hotel, Stretton Road, Warrington
17 March - St John's Hotel, Warwick Road, Solihull
22 March - Airth Castle Hotel, Falkirk, Fife
23 March - Hilton Templepatrick, Templepatrick, Country Antrim
24 March - Grand Connaught Rooms, 61/65 Great Queen St, London
29 March - Sofitel London Gatwick North Terminal, Gatwick Airport
30 March - Botley Park Winchester Road, Boorley Green, Southampton
31 March - Aztec Hotel & Spa, Aztec West, Almondsbury, Bristol