What a new (S)EIS Fund needs to know to succeed in the adviser market
- On May 28, 2021
- By GrowthInvest Marketing
Hardman & Co, the independent research and analysis group, hosted a truly informative webinar last Thursday, May 13th, as part of their New Entrant Network, on succeeding in the financial adviser market.
The webinar was hosted by Martin Fox, Bulletin Marketing, and included an esteemed panel of industry experts, some who make up the New Entrant Network. Here is a quick summary of the best points made during the hour long conversation.
Due Diligence
The Adviser market can be a challenging landscape for funds, especially as a new entrant. One of the points Anna Long, Director of Woodside Corporate Services, raised was, “high net worth individuals need to see due diligence to feel confident there is a good reason to invest.”
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