IFA Scottish branch meeting

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IFA Scottish branch meeting

How to thrive in the era of automation
Automation is already a part of your clients’ lives, even if it’s not part of your practice, and it’s going to affect their expectations.

Many entrepreneurs now run their small businesses largely from their phone, working on the go, in real time, with full visibility of their affairs. Your accounting firm needs to be able to offer that same level of service. Because if you can’t, it’s never been easier to find and switch to another practice that can.

Making the most this new era requires a strong focus on process, people and position, finding clients who want to work with you in a way that benefits both of you. Find out how you can build a service that delivers long term value for your clients, your team and your practice.


Angus Watson- St James Place Wealth Management


The key mistakes accountancy firms make with their marketing and client communications
This talk will focus on the typical marketing and client communication techniques that practices tend to follow, with an explanation of how these techniques do not ‘hit the spot’ anymore and what a practice can do now to make them more effective. 3 learning outcomes from this session are:

  • How to make your marketing spend work harder for you
  • How to communicate more effectively with clients and contacts/prospects
  • How to use content dynamically to improve client communication and practice marketing


IFA Regulatory Update
Tim Pinkney will provide members with an overview of their responsibilities in relation to IFA Practice Regulations including Anti Money Laundering Compliance, CPD, PI requirements, Client Money Regulations and alternate cover.

IFA Scottish branch meeting

  • M (E:£0.00 R:£0.00)
  • NM (E:£0.00 R:£0.00)
  • S (E:£0.00 R:£0.00)

* Price flags: R=Regular, E=Early, NM=Non Member, M=Member, S=Student

Prices are inclusive of VAT where applicable. For further details on the VAT amount charged on your purchase refer to your tax invoice which will be emailed to you on receipt of payment