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IFAs & Mortgage Advisers - Increasing your client base and get more referrals using AI
Mon 10 Aug
|Location is TBD
Join Westbridge partners for an exclusive networking and insights event designed specifically for Independent Financial Advisers and Mortgage Advisers looking to grow their client base, generate more referrals, and understand how AI is changing the future of financial services.
Time & Location
10 Aug 2026, 09:00 – 12:00
Location is TBD
About the event
IFAs & Mortgage Advisers – Increasing Your Client Base & Generating More Referrals Using AI
Event Overview
Join Westbridge Partners for an exclusive networking and insights event designed specifically for Independent Financial Advisers and Mortgage Advisers looking to grow their client base, generate more referrals, and understand how AI is changing the future of financial services.
As the industry becomes increasingly competitive, advisers are under growing pressure to stand out, strengthen relationships, and modernise the way they attract and retain clients.
This event will explore how advisers and firms can use AI, modern marketing strategies, and relationship-led business development to create sustainable growth while maintaining the trust and personal connections that remain essential within financial services.
Attendees will gain practical insights, real-world examples, and networking opportunities with other ambitious professionals across the sector.