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IFA Manchester Branch Meeting
June 6 @ 4:45 pm - 7:30 pm
IAB members are welcome to attend IFA branch meetings. Further details can be found below:
The key mistakes accountancy firms make with their marketing and client communications
This talk will focus on the typical marketing and client communication techniques that practices tend to follow, with an explanation of how these techniques do not ‘hit the spot’ anymore and what a practice can do now to make them more effective. 3 learning outcomes from this session are:
- How to make your marketing spend work harder for you
- How to communicate more effectively with clients and contacts/prospects
- How to use content dynamically to improve client communication and practice marketing
About the speaker
Laurence Vogel has been in marketing and sales for over 20 years. Prior to starting Informanagement in the UK. With the last 11 years at Informanagement UK, Laurence has been solely working with accountancy firms across the whole of the UK, helping them improve how they communicate to clients and how to use content effectively for the firm’s marketing. Laurence has over 500 practices across the whole of the UK that use the Informanagement platform with 75% of them being small firms and sole practitioners.
Informanagement was started in The Netherlands in 2003 by 2 accountants looking for a way to improve their marketing and client communications. Informanagement is a cloud platform that helps accountancy firms use content to improve their marketing and client communications – from content on a practice website to targeted and tailored newsletters and much much more. Over the last few years Informanagement has widened its content offering to include topical factsheets and structured and unstructured CPD for practitioners, whilst the services always make the practitioner think about the clients that they look after and represent.
Succession Planning – Mattioli Woods
SIPP vs SSAS – The difference between these two pension structures and how personal and commercial clients can benefit from the bespoke investment and planning opportunities that are available.
Income Planning – How clients can look to provide themselves with several tax efficient income streams throughout their retirement by utilising a number of investment structures.
Succession Planning – Looking at ways that we can pass on wealth through the generations in the most tax efficient manner and having the ability to maintain an interest your assets.
You can gain two CPD hours for this event.
You can book on the IFA website as a non-member.
- IAB Event
- Collaborative Partner Event
Do you want to learn new skills, network with like-minded people and get to grips with industry changes the easy way? You can — at one of our regular events.
Open to IAB members, students and non-members alike, our events offer you opportunities during the year to gain:
- Expert guidance and advice from guest speakers
- Practical ideas on how to run business efficiently
- Network contacts and allies, as well as support
And since events count as proactive CPD points (as listed in your Members Handbook), time is well spent maintaining best practice — and learning new strategies to take back to the office.
Better still, by staying on top of new regulations and legislation, you offer clients even more value. You can even attend the Institute of Financial Accountants’ (IFA) branch meetings and seminars at the sarne cost as an IFA member! Simply contact the IFA direct to find out more