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Sesame launches holistic advice forums

Holistic Advice Forums are being launched for Sesame network members and Bankhall customers as part of the group’s 2011 learning and development programme.

Following adviser feedback from last year’s events, the programme has been enhanced to offer a greater blend of learning channels with more choice and flexibility than ever before.

Alongside the virtual events, business forums and annual conference, this year Sesame and Bankhall will also run new Holistic Advice Forums.

Developed with advisers, the forums will offer more in-depth technical content combined with a greater emphasis on practical ideas to help advisers use the content more effectively.

The new forums will examine clients’ aims, needs and circumstances to reflect the move towards delivering more long-term holistic financial advice.

Along with more face-to-face events, this year’s learning programme will include new online technical events and more virtual events plus business forums for owners of adviser firms to prepare for the post-RDR environment.

There will also be the introduction of dedicated investment and platform events and protection and mortgage events to help advisers maximise opportunities in these markets.

Keith Gilmour, business development director at Sesame Bankhall Group, says: “We have used the valuable feedback from 2010 to help shape our 2011 events programme, which includes the introduction of our new Holistic Advice Forums. 

“With the onset of the RDR and Mortgage Market Review, adviser firms have the opportunity to take control of their future by ensuring that their firm is fit and ready for the challenges ahead. For advisers seeking to improve their skills and knowledge, we believe that our learning programme remains the benchmark for professional development in our industry.

“A key element for this year is that the events will be more interactive and based around different client segments to bring a greater consumer perspective. Importantly, they will demonstrate how advisers go about maximising a range of themes and issues, such as tax planning and writing policies in trust. With the events programme more structured and counting towards CPD for advisers, this will be time well spent for advisers.”  

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