TRM Network and DA Club reveal National Training Event details

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The Right Mortgage & Protection Network and DA Club have announced details of their National Training Event for all member firms taking place in October.

The flagship event from The Right Mortgage (TRM) is this year entitled ‘Diversifying Your Business’, and is being held on Thursday 5 October at The Vox Conference Centre, Resorts World, Birmingham.

Headline sponsors for the event include: LBG, Nationwide, OSB, Virgin Money, L&G Home Finance, Uinsure CX, Aviva, Guardian, HSBC Life, Metlife, and Vitality.

The National Training Event is designed to give all adviser attendees a chance to share knowledge, network and tap into a wide range of business diversification opportunities.

A full programme of sessions within the theatre and breakout rooms will cover:

  • Question Time with CEO of TRM, Martin Wilson, providing the opportunity to ask questions on all manner of topics.
  • A Mortgage Market Update hosted by L&G Mortgage Club’s, Clare Beardmore, followed by a panel session discussing the Green agenda and opportunities in the later life sector.
  • A protection and insurance panel session hosted by TRM’s Amanda Wilson, with a variety of provider representatives, followed by a presentation from Uinsure CX’s Cameron Parsons.
  • An adviser panel on how to make protection a priority using modern sales techniques hosted by Simon Thomas and featuring a number of advisers.
  • Breakout sessions covering Private Medical Insurance, TRM compliance clinics, later life lending roundtables, and a Google Digital Garage in the technology corner offering drop-in sessions on digital marketing strategies.
  • Finally best-selling author speaker, financial and mortgage adviser, and award-winning financial content creator, Peter Komolafe, will speak on how advisers can empower individuals to achieve financial security through positive habits

Nicola Ventrella, operations director at The Right Mortgage, said: “Our National Training Event is always the jewel in the crown when it comes to offering member firms access to industry experts, to take part in individual discussions, discover game-changing solutions and network with both their peer group. And this year, we also have over 90 lender and provider exhibitors to engage with.

“We have also put together a seminar and presentation agenda which focuses on the diversification opportunities available to all advisory firms, as we want members to have all the tools at their disposal to provide clients with the full range of services, plus at the same time they are future-proofing their business and exploring all the avenues for growth.

“During both the main theatre and breakout sessions, attendees will be able to learn about what is happening in the mortgage, protection, insurance and other markets right now, and they’ll also be able to ask questions of our senior team, hear from lender and provider experts, plus access roundtables, compliance clinics, and learn how to formulate a robust digital marketing strategy.

“We’re confident that any adviser making a trip to Birmingham on the 5th October will come away with plenty of information, support, advice and hints on how to make the most of both the current and future financial advice environment, and how TRM is best placed to support them.”

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