40% of clients show evidence of at least one major risk factor based on their feedback. The good news is that most of these are addressable.

This webinar, exclusive to The Openwork Partnership members, reveals the most common risk factors as well as how to mitigate them. It uses insights from over 250,000 client reviews on VouchedFor.

What will you learn?

• The risk landscape; why 20% of clients are at risk
• The client segments (based on vulnerability markers) that are most at risk
• How to spot client vulnerabilities that may have been missed
• How to ensure clients are clear at every step of their journey
• Ways 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 30 minute webinar will leave with you actionable ideas to mitigate client risk and meet your responsibilities as set out in The New Consumer Duty FCA paper.

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.