- This event has passed.
Current interest rates and natural inertia in the banking industry has provided little motivation for savers to move their cash into better interest earning accounts. As a result financial advisers have struggled to know how to best help clients with their cash reserves.
In this interactive webinar with PIMFA+ member Insignis, we review the range of cash solutions that financial advisers can provide clients who want to receive more interest and benefit from their savings. In particular, we will be highlighting how advisers can:
• Build their client base by offering another service without any extra work
• Leverage tools to see a holistic portfolio of their clients’ cash position in order to service them more effectively.
Click on the ticket section below to book your place.