Online briefing, 10 and 11 November 2026
The clients who cost more than they pay
A 45-minute online briefing for IFA principals. Six sessions, 10 and 11 November, on Microsoft Teams.
Register nowWhat you will get
- How to see which clients cost more to serve than they generate.
- A live Pillar Lens demonstration on a demonstration firm.
- How outsourced, non-advice client reviews take that segment off advisers' desks.
Presented by
Brian McLaughlin
Co-founder, Pillar Client Services
Wilson Caulfield
Chief Commercial Officer, Pillar Client Services
Register
One minute. Choose the session that suits you. Same content in every session.
The format
- Length45 minutes, including questions
- WhereMicrosoft Teams, from your desk
- WhenTuesday 10 and Wednesday 11 November, at 09:00, 12:00 and 15:00 UK time
Who it is for
Owners and principals of directly authorised and appointed representative firms, and the people who run their operations.