Upcoming Events

Dec
09

The Cutting Edge Webinar Series | December | Filling the Funnel with Social Media

Filling the Funnel with Social Media. Would you rather try and engage one prospect at a time, or a thousand with the same effort?

Feb
24

Practical Compliance | February | Streamlining your practice

Digital signatures, virtual assistants, online meetings, client vaults…….technology is changing the way we work. In this workshop we take a look at 3 technological opportunities for advisers and how they can be employed to streamline your practice.

Why Kepa?

As a member of Kepa you will have access to a range of valuable services, support and benefits. Below is an example of what Kepa can provide to you and your business.

To view our full offering please click here.

 

Member Offer
  • Bespoke Business Development & Support
  • IT Driven Tools & Initiatives
  • Kepa Team to facilitate resources and tools for support
  • Referrals between Advisers, Mortgage/Risk/Wealth Management

 

Member Benefits
  • N3 Programme provided to our members at no cost
  • Subsidised CRM system (No CRM lock-in: freedom to use your own system)
  • Freedom of choice to deal with who you want, no lock-ins and quotas
  • Total Compliance Support by Kepa

Become a Member

Whether you’re an insurance, investment or mortgage adviser, we can provide you with one of the most comprehensive adviser group opportunities in the market place. Kepa provides our Advisers with more training, business tools and support in all areas.


Testimonials


  • “I have done a huge number of courses, mentoring programmes, sales courses and personal development work over the years, and I would rate the results I have had from these few short weeks of the Kwikstart Programme to have been the best of all of them!”

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  • “I recommend this programme to any new Advisers that want to really make a go of this amazing industry.”

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    Lance Parker-Wadham | Kepa Kwikstart
  • “We found the Kepa conference to be very informative, professional and were impressed with the range of motivational speakers who covered areas from administration to selling techniques and business growth.”

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    Abbott Group | Kepa Conference
  • “I would thoroughly recommend any new Advisers to the industry to get involved in this programme! The results from my two newest Advisers has been phenomenal and consistent; the greatest thing has been the professionalism that has been shown from Kepa!”

    Ray Sheath | Kepa Kwikstart
  • “Very good course! Not too much information. Great having the bootcamp to keep us on track and offer continued support.”

    Jake Cox | Initial Sales Training
  • “Thank you so much for sharing your knowledge and experience during the recent Kepa Initial Sales Training. The course set me up with the skills and confidence to achieve a sale in my first week of selling insurance.”

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    Jil | Initial Sales Training
  • “Thank you [Terry] so much for your time and training we received last week as I feel it has increased my skill and confidence to help my clients.”

    Advanced Business Insurance Workshop
  • “I just wanted to say a big thanks for the coaching programme that you are offering in conjunction with Kepa. I have sincerely appreciated it, particularly with my new recruit being my husband!”

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    Amadee Parker-Wadham
  • “MDRT had always been a  goal of mine to achieve since I joined the industry, as I had heard such positive things from people I knew who had been to it, but I thought it was out of reach for me.”

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    Mat Page | Kepa Aspire
  • “Thanks for inviting me to the Kepa [Knowledge Exchange] with Allan Pease and Nigel Latta. I so enjoyed their content and manner of presentation …It was simply Brilliant!! I look forward to attending more of your high calibre events scheduled for this year!…”

    Mike Bryant | Kepa Knowledge Exchange

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