ValidPath 10th Anniversary Conference

This was held at the Macdonald Ansty Hotel, near Coventry, on the 16th and 17th October, 2013.

On the 16th, in the evening ValidPath Members met for a dinner together, prior to our main conference on the 17th.

Overall, this was a successful and positive event - it was very encouraging to see how well ValidPath Members, from all over the UK, engaged with each other and with the various speakers that contributed.

Our guest contributors were:
You can now download the slides for all the Conference presentations, in the form of one consolidated PDF file - by clicking here.
At the Conference, ValidPath launched our first Marketing Cookbook.  Delegates received their own copies, but you can download the full version in PDF format by clicking here.

We want also to highlight a number of key themes which are of real strategic importance to ValidPath Members:
 

Independence, disclosure and communication

Your Ongoing Service model matters!

  • if you can't evidence what you deliver an ongoing service, you'll lose any right to trail commissions
  • so, make your proposition stand out by building a world-class annual review service
  • get Clarity working effectively for you in delivering your ongoing service (scroll down to our introductory guides)

The ValidPath freedoms

  • compared to other Networks, ValidPath members enjoy significant freedoms, particularly when it comes to accessing specialist investments
  • there is a Quid-Pro-Quo if we are to sustain this approach in the future
  • good professional practice always involves keeping your eye on the subject of risk
  • we've grouped together guidance and resources to help you when handling the risky stuff
  • ValidPathers must ensure that they are fully aware of our complaint-handling procedure

Your investment advice proposition

Whatever it is, you need to ensure that it is:
  • researched & justified
  • documented (your own internal guide)
  • explained (to clients)
  • suitable (so no shoe-horning)
We've tried to benchmark this approach with the ValidPath Investment Proposition

I
f you are outsourcing your investment solutions to a DFM, don't forget the onus is still on you in respect of selection!  We've written a section on this in the 'Our Business Process' template.

Thank you to everyone who attended, for making this such a great time!
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