London Chartered Connections Breakfast Q2 2020

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IMPORTANT UPDATE:

We regret to inform you that in light of the advice given by the Government this conference has been cancelled. 

We will be looking to reschedule this in the coming months and will keep you informed as and when we have further information.

How to create and maintain professional connections that stick

Effective working relationships are key to any successful business, and the local professional services community can prove particularly valuable to advisers looking to grow their opportunity and increase revenue.

However, knowing whom to approach, what an efficient and value-driven process could look like and how to effectively manage your ongoing partnerships can be a daunting challenge.

This session will invite a top local practitioner from your area to share their tips and practical examples around the steps you can take to ensure both you and your professional connections receive value from your relationship - from making the initial contact and potential questions to ask, to agreeing your process - and what you can do to make the relationship ‘stick’.

Learning Objectives

  • Understanding your value to your professional connection
  • Questions you should ask yourself and your professional connection when considering each other’s value to your businesses and your clients
  • The process and frameworks you can use to maximise the opportunities from working with a professional connection.

 

This event is only available to Chartered members.

Programme  

07:45 - 08:15 Registration and Breakfast

08:15 - 08:20 Welcome and Introduction

08:20 - 09:00 How to create and maintain professional connections that stick

 

Learning Objectives

 

  • Understanding your value to your professional connection
  • Questions you should ask yourself and your professional connection when considering each other’s value to your businesses and your clients
  • The process and frameworks you can use to maximise the opportunities from working with a professional connection



09:00 - 09:10 Closing remarks

CPD

CPD CII Scheme
 
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Venue  

Grand Connaught Rooms

61-65 Great Queen St Holborn
London
England
WC2B 5DA