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Sole practitioners' East coast networking meeting

Date: 15th May 2018

Time: 18:00 - 19:30

Location:
Law Society of Scotland
Atria One
144 Morrison Street
Edinburgh
EH3 8EX

Join Stephen Vallance of Harper Macleod and Alison Fitzsimmons and Mark Wardlaw of Tilney for "Your Wills Bank - An Asset under Threat?" seminar and the opportunity to network with your fellow sole practitioners. Crowd

Join Stephen Vallance of Harper Macleod and Alison Fitzsimmons and Mark Wardlaw of Tilney for "Your Wills Bank - An Asset under Threat?"

The seminar will be interactive with plenty of opportunity to ask questions and engage in discussion. This is a great opportunity to meet colleagues from across the country.

 

Register today 

Secure your place by emailing Katie McKenna at highstreet@lawscot.org.uk.  Please include any dietary or access requirements.

All sole practitioners and colleagues, including trainees and paralegals, are welcome.

Sole Practitioners

The gateway to a variety of sources of information, assistance and communication by, from, among and for sole practitioners.

  • 17:30 - 18:00

    Registration, refreshments and networking
  • For most high street firms, their Wills bank is at the very core of their business. Built up over many years, it is often one of their largest sources of fee income.

    This seminar will look at a number of ways to protect and grow this asset, along with other ways to re-engage with clients to create future benefits for your clients and your firm.

     The seminar will cover

    • Tidying up and managing client information
    • Engaging and re-engaging with your clients
    • Adapting to the changing needs of clients
    • Developing and providing new services for older clients

    Learning objectives:

    • Understanding and managing client data
    • Identifying and utilising appropriate marketing techniques
    • Reviewing legislative changes impacting clients
    • Pension rules
    • Identifying additional service opportunities for older clients

     

Prices

prices exclude VAT

Sole practitioners:
Members only, including trainees and paralegals.
free
 

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