After a remote solicitor webinar : Once again, I just wanted to say thank you. Kevin and I thought this was a fantastic presentation and we really appreciated the plug at the end. We have had 1 referral already from a solicitor who was listening so it’s already proven a great success.
Kevin Ferriby, Informed Financial Planning, Leeds
Remote webinar feedback:
It was helpful to go over some previously trodden ground and useful to have the opportunity to ask certain questions about the nature of due diligence etc. Thanks for putting it on for us.
Gareth Williams
Associate, Trusts and Estates Department
Linder Myers, Chester
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A great webinar and very interesting and all very relevant to me. Thank you! |
Reena Popat
Carter Bond Solicitors
Feedback provided following a remote solicitor webinar with SIFA Pro member and Dave Seager.
I was already aware of the SRA code and the best practice, but David gave it context and added the insight that comes from his close involvement with the SRA and this area, so it help clarify my thoughts. I thought David was a very good speaker, who clearly knows his subject. For me it was well worth attending.
Andrew Cusworth
Principal Lawyer, Trusts & Estates and Court of Protection
Linder Myers, Manchester
“Our business has been built on the back of relationships with other professional firms. Membership of SIFA Professional has helped immeasurably over the years. Their support, including presenting at our seminars, has been a key ingredient to our success.”
Kevin Ferriby, Informed Financial Planning, Leeds
“Thanks for speaking last night and cramming so much brilliant content into a 20 minute slot. The feedback has been really good and it does seem as if you have given our solicitor connections something to think about.”
Simon Ludden, Tarvos Wealth Management, Canterbury
“We see SIFA Professional as a key part of our strategy to develop introductions through solicitors over the next few years.”
Iain Mackie, Fraser Wealth Management, Liverpool
“Hi Paul – Just wanted to thank you for inviting me to watch this webinar. The timing of this webinar was spot on as I spent yesterday at the Annual COLP/COFA Conference at the ICC in Bham. Great practical guidance on the impact of the new Codes.”
Paul Gorman, Beaufort Financial, West Midlands - Some feedback I received from one COLP at a large local firm after viewing your latest SIFA Pro Webinar.
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