The sessions, designed for equity release advisers who want to be experts in their field, will take place at four locations – Leeds, Bristol, Solihull and London.
On Wednesday 17th July the first Masterclass will take place in Leeds at the De Vere Village Hotel Leeds South. Further events will take place on Wednesday 18th September in Bristol at Ashfords LLP office, on Tuesday 22nd October in Solihull at the De Vere Village Hotel and finally on Wednesday 20th November In London at Ashfords LLP office in Baker Street.
The event is free for all equity release advisers and has been designed for those who wish to reach the highest advice standards in this marketplace. All Masterclasses begin at 9.45am for a 10am start and finish at 12.30pm with lunch for all delegates.
Advisers can look forward to hearing presentations from the following equity release experts:
- Chris Prior, Manager Sales and Distribution at Bridgewater Equity Release, will be looking at the sales process including the service offered, client meeting, research and after-sales process.
- Peter Barton, Partner and Head of Ashfords LLP’s Equity Release Team, will be tackling the legal myths surrounding equity release, in particular, exploring the tricky areas of leasehold cases, trusts and family issues and identifying those areas where cases can still proceed.
- Stuart Wilson, Managing Partner at Equity Release Advice, will cover what advisers can do to develop and understand their customer’s needs.
The Masterclass is aimed at those advisers already active in the equity release sector but looking to develop their understanding of current market issues and further develop their client service proposition.
Chris Prior, Manager, Sales and Distribution at Bridgewater Equity Release, commented:
“Our second set of Masterclass sessions kick off next month in Leeds before we head off round the country in the autumn. The profile of equity release has grown considerably in the first half of 2013 and there has never been a more important time for advisers to ensure they are up to speed with industry developments. It’s our aim to provide all attendees with plenty of added value from each presentation and to help support advisers as they seek to secure new business and supply a first-class service to their client base. Each speaker will be tackling a different area of the sector and we believe these four events will be particularly worthwhile for advisers who are looking to get a heads-up and seeking further help in order to develop their equity release advice proposition.”
