In this webinar, VouchedFor hears from Scott Atkinson, Managing Director of GPFM, how his five-adviser firm added £11.5m AUM in 2023.
You will learn
- GPFM’s strategy to supercharge client referrals
- how GPFM advisers identify and close intergenerational wealth opportunities
- how Scott personally gained 17 additional clients
We’ll also cover how GPFM uses client feedback to support the acquisition of other firms’ client banks with 100% retention rate.
This 45 minute webinar will leave you with everything you need to succeed in 2024.
YOUR SPEAKERS
FREE WEBINAR DATES
Tuesday
9
April 2024
How one small firm added £11.5m AUM in 2023 through organic growth
9:30 – 10:15 AM
Thursday
11
April 2024
How one small firm added £11.5m AUM in 2023 through organic growth
Wednesday
17
April 2024
How one small firm added £11.5m AUM in 2023 through organic growth
Wednesday
24
April 2024
How one small firm added £11.5m AUM in 2023 through organic growth
Wednesday
8
May 2024
How one small firm added £11.5m AUM in 2023 through organic growth
9:30 – 10:15 AM
New
Tuesday
14
May 2024
How one small firm added £11.5m AUM in 2023 through organic growth
9:30 – 10:15 AM
New
Wednesday
22
May 2024
How one small firm added £11.5m AUM in 2023 through organic growth
9:30 – 10:15 AM
New
Wednesday
29
May 2024
How one small firm added £11.5m AUM in 2023 through organic growth
9:30 – 10:15 AM
New
For more information on any of the above please get in touch.
- You can reach us via email at customer_service@vouchedfor.co.uk
- Or you can give us a call +44(0)203 111 0580
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