Client Advice using Money Advice

September 2011

Advisor Seminars (1 hour CPD)

In July we launched our new quotation, needs analysis and client data software for advisors costing €60.50 per office (up to 6 users) per month.

Over 200 offices are already using the software. In the coming weeks, we will hold seminars throughout the country demonstrating the best use of the software in a client facing advice environment.

The numbers attending are limited to 15 per presentation to facilitate maximum understanding of the benefits being enjoyed by users of Money Advice.

To register please email moneyadvice@brokercrm.com

We set out below details of seminars in your area.

We shall be pleased to deal with any queries.

Seminar Date	Location	Venue	Time	CPD
Tues 27th September 2011	Limerick	Limerick Strand Hotel, Ennis Road, Limerick	6pm – 7:30pm Seminar	1 hr
Wed 28th September 2011	Sligo	Radisson Blu Hotel, Ballincar, Rosses Point Road, Sligo	6pm – 7:30pm Seminar	1 hr
Thurs 29th September 2011	Galway	Radisson Blu Hotel, Lough Atalia Road, Galwa	6pm – 7:30pm Seminar	1 hr

 

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BrokerCRM working with Irish Brokers Association

May, 2011

working with

BrokerCRM is pleased to advise that we will be in attendance at all the IBA Regional Meetings scheduled for May 2011 (see venues and times below). We will demonstrate our new “Money Advice” software and the WorksCRM. We will also outline our plans for further software releases for advisors later this year and deal with any queries from existing customers.

At these meetings we will have a stand where we will meet advisors in groups or individually. 

Date	Location	Hotel	Suite	Time
Monday 9th May	Dundalk	Crowne Plaza Dundalk	Hamilton C Suite	8.30am
Monday 9th May	Donegal Town	Mill Park Hotel	Room 201	5.30pm
Tuesday 10th May	Galway	Clayton Hotel	Ballroom	12.00am
Tuesday 10th May	Limerick	The Strand Hotel	Shannon Suite 1	5.30pm
Monday 16th May	Athlone	Sheraton Athlone	Burke Suite 1	12 noon
Tuesday 17th May	Cork Clarion Hotel	Lapps Quay	Pegasus Suite	8.00am
Tuesday 17th May	Wexford	Whites of Wexford	McCarthy Suite	5.30pm
Wednesday 18th May	Dublin South Side	Royal Marine	Martello Suite (1st Floor)	8.00am
Wednesday 18th May	Dublin North Side	Radisson Hotel Dublin Airport	Killarney Suite 1	5.30pm
Thursday 19th May	City Centre Dublin	Alexander Hotel	Ascot suite	8.00am

 

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KBC Business Development Program 2011 

May, 2011

Compliance Training – CP47 – Consumer Protection Code

In KBC Head Office, Sandwith Street, Dublin 2        

On Friday 6th May 2011.
Agenda
8.00 am	Registration – Tea/Coffee
8.15 am – 10.15 am	Consumer Protection Code CP47 and implications for the Mortgage Market Course Presenter; This module will be facilitated by Fergus Bradley of Compliance Solutions and Training

Please note: CPD Hours will be accredited for attendance at this session

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THE PROFESSIONAL INSURANCE BROKERS ASSOCIATION

26th May , 2011

The PIBA AGM will take place on Thursday, 26th May 2011 (the same day as the annual conference) in: The Radisson Blu St.Helens Hotel, Stillorgan Road, Dublin 4. 10.00a.m. – 12.30pm

1 formal CPD hour will apply.

To register for the AGM, please e-mail; Aine Whelan at aine.whelan@piba.ie