PIS flies prospects to Fiji
Large financial planning group Professional Investment Services (PIS) will fly the heads of dozens of independent dealer groups out to Fiji next month to showcase its new dealer service offering.
An upbeat PIS managing director Robbie Bennetts said he was expecting representatives from at least 50 small to mid-sized dealer groups not affiliated with PIS to attend the May 7 - 10 conference, where PIS services would be offered to them.
“So that’s very pleasing for us. We would suggest our hit rate would be 80 per cent plus to join,” Bennetts said.
He said it would not be PIS’ aim to bring the independents under its own dealership licence, but rather, the exercise was an attempt to inform external parties of its new Associated Advisory Practices (AAP) dealer service offering.
Bennetts said some of the groups will fund the trip themselves, while others, invited by PIS, will have the trip subsidised.
As well as giving attendees information on AAP, the conference will also offer technical education sessions.
AAP was launched in March this year and offers customers practice management, education and back-office support services.
PIS’ annual conference starts in Hawaii on Tuesday, April 18.
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