The Right DA Club has announced a new virtual event taking place in September for existing directly authorised (DA) firms and those considering a move to DA status.
The ‘Fireside Chat’ will be a virtual meet and greet taking place at 10am on Tuesday 26th September, and will include a Q&A with The Right DA Club’s newest recruits, head of regulatory support, Steve Howard, and national account manager, Gary Harrison.
The session will focus on the recent enhancements to The Right DA Club’s services, how member firms can take advantage of them, plus a post-Consumer Duty launch discussion into all things compliance.
Changes include new training and monitoring initiatives to help member firms improve their conversion rates in areas such as protection and insurance, plus mortgage application quality and fraud awareness training to help keep advisers on track with lenders and de-risk their business.
Following this, the event will be opened up for a Q&A with Howard and Harrison which can cover any topic or question across the mortgage and protection markets, or a wider financial services perspective.
The session will last an hour and will be held via Zoom.
Steven Howard (pictured), head of regulatory support at the Right DA Club, said: “Both Gary and I are really looking forward to this informal online chat with both our existing member firms, and those who are considering The Right DA Club’s excellent proposition for DA advisers.
“There is evidently a lot to discuss right now, and we want to provide those who attend with details on the recent enhancements to our service proposition, particularly given we are now in a Consumer Duty world, and to converse with advisers on what is important to them, and how we can support their business generation, completion and development. We hope it will be a lively session with plenty of advisers to speak with, and we’re looking forward to speaking with you all on the 26th of this month.”
