2nd July 2015

Legg Mason: Introducing The Advisor Partnership Program (TAPP®)

NMBA, in conjunction with Legg Mason, is running a series of half day events commencing on Monday 13th July, to give you exclusive access to The Advisor Partnership Program (TAPP®).

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This is Legg Mason's unique value added service which has been running in the US for a number of years, and has helped thousands of advisers improve their businesses.

Legg Mason is pleased to bring you two TAPP modules, created specifically for the UK market, focusing on growing and developing your business and generating leads.

The programme gives you action-orientated tools and resources that you can begin to use immediately after the session to take your practice to the next level.

Flown in especially for this series, Kathleen Pritchard, Head of Advisor Business Development at Legg Mason will take you through the following sessions - proven to be successful in the US - now made bespoke for the UK.

Watch this short video to find out more about TAPP

1. Your Value Proposition: Positioning yourself in a competitive landscape

One of the keys to building a successful advisory practice is articulating and delivering a meaningful Value Proposition - a clear and realistic explanation of who you are, what you do, and how you serve your clients. Kathleen will guide you through the following issues faced by many advisers:

• How do I/we differentiate myself/ourselves from competitors?
• What do I need to do to position myself effectively?
• What are the components of a well-organised value proposition? 

2. The LinkedIn Advantage

LinkedIn is a great way to advertise your services and capabilities to your network. This module helps you use LinkedIn as a tool to communicate with your clients, expand your network and gain referrals.

Get tips on:

• LinkedIn Etiquette: The Dos and Don'ts.
• How to generate referrals.
• Expand your network using company pages.

Benefits of the day

• Three hours of structured CPD.
• FREE consultancy-style session with an expert speaker from the US.
• Work through real life case studies.
• Interactive session with opportunities to ask questions relevant to your business.
• Put what you learn into practice immediately, with follow up tools and templates.

REGISTER NOW: Login to the NMBA website, and visit 'Events'

Business Development, Partner Events