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Conference - Bankhall members celebrate financial advice
Conference - Bankhall members celebrate financial advice
06/11/2009

A record number of guests attended the 2009 Bankhall Conference Gala Dinner where over 14 awards were presented to a mix of IFAs and product providers. Bankhall Managing Director David Golder presented the awards with support from hosts for the evening Ray Stubbs and Mark Lawrenson.

  • 700 guests join in a celebration of financial advice at the Gala Dinner where members and providers alike are presented with awards
  • Chris Cummings presented with ‘Industry personality of the year’
  • Aviva presented with ‘Bankhall provider of the year’
  • Woolwich presented with ‘Lender of the year’

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Bankhall hosts its biggest ever conference
06/11/2009
Speaking about the conference Bankhall’s Managing Director, David Golder said  “Our annual conference is the highlight of our events calendar and an ideal opportunity for members to mix business and pleasure. It allows them to network with other members, meet key product providers and celebrate their achievements over the year. I’m delighted that our decision to host it in London this year has been met with such enthusiasm from members”
  • 600 delegates attend the Business Conference at Wembley stadium
  • 700 guests join in a celebration of financial advice at the Gala Dinner

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David Golder, Managing Director, IFA Services.

Bankhall survey reveals the progress that IFA firms are making
Bankhall survey reveals the progress that IFA firms are making
06/11/2009
Bankhall today revealed that its latest member survey has shown that there has been a marked increase in the number of firms who are utilising back office systems to support their business and prepare for 2013. In 2008, Bankhall surveyed over 300 members across the UK and found that 29% of them didn’t employ a client management system. Fast forward a year to the 2009 survey and that figure is now just 7%.
 
Bankhall’s annual member survey once again received over 300 responses and it revealed that 1st software is by far the most popular back office system with 25% of respondents using this followed by Bankhall Online’s Client Management (18%) and then Quay (11%).
  • More IFA firms are using technology to support their business
  • Vast majority of IFA firms get new business through referrals
  • The number of IFA firms who market their business through traditional and new media channels is low but Bankhall predicts than 2010 will see more firms implement more proactive marketing strategies

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BANKHALL LAUNCHES PACKED AUTUMN TRAINING AND EVENTS
Bankhall launches packed autumn training and events
07/09/2009
“In addition to surviving the current economic climate, IFAs have to study for qualifications and transition their business in readiness for 2013. Bankhall is supporting its members by hosting more events this autumn than ever before. During September, October and November Bankhall will be hosting 14 Adviser Forums, 10 Business Forums and over 85 Knowledge Forum training courses for its members. All of the content either relates to supporting their business now, preparing it for the future or providing them with qualifications support and guidance”

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David Golder, Managing Director, IFA Services.

Bankhall survey reveals more Advisers are diversifying as Credit Crunch bites
Bankhall survey reveals more Advisers are diversifying as Credit Crunch bites
19/08/2009
“IFAs are by their very nature a resilient bunch and it came as no surprise to us that there has been a move towards being a General Practitioner In the current climate it has become even more important to offer confused consumers a holistic financial planning service. We see this as further evidence that IFAs are transitioning their business models.”

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David Golder, Managing Director, IFA Services

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