Consumer Duty: How To Increase Revenue From 70% Of Clients

Free Webinar: Consumer Duty – How To Increase Revenue From 70% Of Clients

Thursday June 23rd 9:30am-10:15am

Understanding the Consumer Duty could hold the key to increasing revenue from 70% of clients.

This webinar, exclusive to The Openwork Partnership members, reveals how delivering on the four outcomes of the Consumer Duty paper could increase revenue from 70% of your clients. The webinar’s content is fuelled by insights from over 250,000 client reviews on VouchedFor.

What will you learn?

  • Consumer Duty demystified – the bits you need to know….made easy
  • The £££ – the link between Consumer Duty and increased revenue
  • The risk factor – the major risk factors present in 20% of clients
  • An easy tip to fast track your Consumer Duty responsibilities

Who should attend?

  • Advice firm MDs/CEOs
  • Mortgage advisers/Financial advisers/Financial planners
  • Marketing/Business development managers
  • Operations managers
  • Practice managers

This 45 minute webinar will leave you with actionable ideas to increase revenue and mitigate client risk by approaching the Consumer Duty in the right way.

The webinar will be led by Caroline Clarkson-Lund, COO of VouchedFor. Caroline will be joined by an Openwork Partnership member with some of the best (aka lowest!) risk scores in the industry. Secure your place today.

Secure Your Place

If you have any questions, please get in touch. You can reach us via email at customer_service@vouchedfor.co.uk

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