IFA Scottish Branch Meeting

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IFA Scottish Branch Meeting

June 26, 2019 @ 4:00 pm - 7:00 pm

IAB members are welcome to attend IFA branch meetings. Further details can be found below:

How to thrive in the era of automation
Automation is already a part of your clients’ lives, even if it’s not part of your practice, and it’s going to affect their expectations.

Many entrepreneurs now run their small businesses largely from their phone, working on the go, in real time, with full visibility of their affairs. Your accounting firm needs to be able to offer that same level of service. Because if you can’t, it’s never been easier to find and switch to another practice that can.

Making the most this new era requires a strong focus on process, people and position, finding clients who want to work with you in a way that benefits both of you. Find out how you can build a service that delivers long term value for your clients, your team and your practice.

Angus Watson- St James Place Wealth Management

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

IFA Regulatory Update
Tim Pinkney will provide members with an overview of their responsibilities in relation to IFA Practice Regulations including Anti Money Laundering Compliance, CPD, PI requirements, Client Money Regulations and alternate cover.

You can gain three CPD hours for this event.

You can book on the IFA website as a non-member.


June 26, 2019
4:00 pm - 7:00 pm
Event Category:


David Lloyd Centre
Newhaven Pl
Edinburgh, Midlothian, EH6 4LX United Kingdom
+ Google Map


Institute of Financial Accountants
  • 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