Presentations and Webinars

Maximising the value of your advice practice


Hear from Steve Prendeville, Founder and Managing Director of Forte Asset Solutions, as he shares his insights on how advice businesses are currently valued and how you can maximise valuation by evolving your business model, service offering and client proposition. Steve will draw on examples from businesses who have successfully re-engineered their business and tech stack and will examine the direct link of these changes to business value. In this webinar:

  1. Hear case studies of firms who have successfully re-engineered their business
  2. Get tools to help benchmark your firm’s business valuation
  3. Learn how to evolve your business model for a more efficient and profitable business
  4. Understand how AdviceTech can increase the value of your business
  5. Learn how to future-proof your client proposition