The Right Mortgage & Protection Network and DA Club have provided details of two sales-focused roadshows they are running for member firms and prospective members during June.
Open to all mortgage, protection and general insurance (GI) advisers, the two roadshows will offer a range of sales and development ideas to attendees to help grow their businesses and stay profitable in the months ahead.
For those advisers and firms considering their network or club options, the events will present an opportunity to meet with the Right Mortgage team and explore the benefits of each proposition.
On Tuesday 20 June, the Right Mortgage & Protection Network/DA Club will be in the North East at Wynward Golf Club in Stockton-on-Tees, before moving down to Wales on Thursday 22 June at the Coldra Court Hotel in Langstone near Newport.
Both days will include updates from the Right Mortgage, lender and provider presentations, GI and protection roundtables, as well as sales-focused sessions covering underwriting, protecting your business and business development.
Attendees can earn four hours of CPD for attending with breakfast and lunch included, plus time built into the day to network with the lenders and insurers who are attending.
Lender and provider sponsors include Fleet Mortgages, Accord, HSBC Life, Legal & General, Paymentshield, Royal London, Swansea Building Society, Shepherds Friendly and Vitality.
Amanda Wilson (pictured), director of the Right Mortgage & Protection Network, said: “These sales-focused events have been designed to inspire member firms and all individual advisers with ways they can think outside of the box in order to generate future business volume growth, increase income streams, and maintain and improve profitability. We fully understand the challenges that exist in today’s mortgage and protection markets so we wanted to address this and to provide tangible solutions and ideas to help everyone active right now.
“We have put together a full schedule of sessions for both days, and we will be outlining how to maximise business in specific mortgage sectors, but also protection and GI, plus we’ll deliver stand-alone sessions on how firms can market their propositions and how to ensure clients have access to all their services.
“This promises to be a hugely valuable day, and The Right Mortgage team will also be there in force to discuss all the opportunities in detail and detail how we are supporting all member firms in achieving their business goals.”
