Equity Release Lead Generation Workshops - Agenda & Speakers

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Speaker - Les Pick, Head of Sales, Retirement Advantage Equity Release

Les has over 18 years’ experience in the equity release sector and has extensive knowledge of the advice process, having worked in financial advisory firms for 16 years. Les is now responsible for sales and distribution of equity release products at Retirement Advantage, and he continues to grow the market by presenting lead generation workshops, focusing on helping all levels of advisers build their equity release business through new relationships, marketing and self-generation techniques.

Workshop agenda

9:30 am Arrival - teas/coffees
10:00 am

How to become an Equity Release expert


The equity release market

11:15 am Teas/coffees break
11:30 am

Market demographics

The size of the equity release opportunity

12:30 pm Lunch
1:00 pm

How to market your business and obtain referrals

Making the most of your client base

Mind your language: using the correct terminology

2:30 pm Teas/coffees break
2:45 pm

Gaining new introducers

Marketing your business

Product features and the real world

4:00 pm Close

Exact timings may vary from venue to venue, but all events will open at 9:30am for a 10am start, and close at 4pm.

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