Workshop: Client Charging & Advisor Remuneration

FI Consult invites financial service provider businesses to join us at our full-day workshop in which we deep dive two very important topics:

1.  Client Charging

2.  Advisor Remuneration

Our objectives for both are to:

-  Explore the current landscape

-  Understand prohibitive barriers

-  Align with business strategy

-  Look at potential models

-  Design, build and pressure test solutions

The day will be split into two, Client Charging in the morning and Advisor Remuneration in the afternoon. You can expect…

-  Unique content, developed and packaged by FI Contult

-  Expert facilitators, thought leaders and specialist guest speakers

-  Real, potential solutions, constructed, presented and discussed

-  In the words of author Nancy Kline, ‘Time to Think’

-  Practical design workshop

-  Resistance and problem solving

-  Strategic implementation

We are limiting the workshop to 20 participants to allow sufficient time to move through the agenda and achieve the objectives of the day.

The workshop will be held in Johannesburg only - FutureSpace offices in Bryanston

Your ticket includes:

-  The 9-hour workshop

-  Lunch, snacks, thirst-quenchers

-  All materials

Early Bird price: R2,850 (pay by 4 October 2024)

Normal Price: R3,500 (from 1 September 2024)