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FINANCIAL BROKERS – ADJUSTING TO A ‘NEW NORMAL’

Presented by Eamonn Twomey, StepChange

Wednesday 20th May 2020


Webinar Details:

 

MEMBERS WEBINAR FOR BROKERAGE PRINCIPLES & DIRECTORS

The world as we know has changed irreparably.  Up until mid-February, markets were racing, new business levels were strong and Financial Brokers were pretty confident about the year ahead. With this current crisis, the world of the Financial Broker as we know it, has dramatically changed.

To help Financial Brokers (Principals & Directors) during this time, we are delighted to offer members a new webinar titled ‘Adjusting your Financial Brokerage to a New Normal’ which will tackle the reality of a new and post Covid-19 world for Financial Brokers.

The webinar will take place on Wednesday 20th May at 1100 hrs. This informative and engaging 30 minute webinar will be presented by Eamonn Twomey of StepChange who will cover the following practical Broker topics:

• Taking stock of where we are today
• Where clients need help – NOW!
• Working effectively
• Your proposition

After registering, you will receive a confirmation email containing information about joining the webinar.

About StepChange
 
Eamonn Twomey established StepChange in 2011, to bring specialist strategy development, sales development and marketing energy to professional financial advice firms. Previous to this Eamonn had worked in a variety of different senior sales and marketing roles in the UK and Ireland in the Financial Services sector. He holds a First Class Honours MBA from the Smurfit School of Business UCD and is a Qualified Financial Adviser. 
 
StepChange helps financial advice businesses to attract more customers and then profitably hold on to them forever. 

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