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Marketing for Advisers: The How, What & Why's

Join a live panel of leading IFAs as they share their own examples of how they market themselves and their businesses. Each panelist will share experiences about what marketing they focus on (PR, television, offline, online), gaining referrals, targeting clients and evaluate what has and hasn't worked.

Attendees will be able to learn from real case studies, gathering ideas for their own marketing and hearing about both quick wins and longer term marketing strategies.
Recorded Jun 6 2012 63 mins
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Presented by
Richard Bishop; Paul Gorman; Dennis Hall; Marlene Shalton; Yvonne Goodwin
Presentation preview: Marketing for Advisers: The How, What & Why's

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  • Data Visualization: Best Practice Tips for Improving Personal Finance Recorded: Sep 22 2016 58 mins
    Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard), Dan Scholey (Moneyhub)
    Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.

    When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.

    Join this session where we will discuss:

    -Why is data visualization so useful when it comes to personal finance?
    -What are the best data viz tools/apps for personal finance?
    -What are customers missing from banks that personal finance fintechs are able to provide?
    -What are the best practice tips for using dashboards and apps to improve personal finance?
    -What are some common mistakes people make when managing their personal finances?
    -What are some common misconceptions of data visualization?
  • How FinTech is Changing Personal Finance Recorded: Sep 21 2016 53 mins
    Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy)
    Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.

    This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.

    This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
  • Managing the Unexpected in Retirement Investing Recorded: Sep 14 2016 44 mins
    Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors
    The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
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    • Their ability to sustain their existing levels of consumption given increasing life expectancy
    • The effects of inflation on the future purchasing power of their wealth
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    Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.
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    We look forward to you joining our call on 13th September with Rory McPherson, Head of Investment Strategy, Psigma Investment Management.
  • How to Read Financial News More Effectively: Tips from Six Investors Recorded: Sep 7 2016 63 mins
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    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
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    This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.

    Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.

    While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
  • Alternative Finance: Understanding its role in the future of finance Recorded: Aug 18 2016 59 mins
    Saeed Hassan (Grow Advisors), Matt Hinkley (Rangewell), Paul Sullivan (Modedaweb), Helene Panzarino (Funding for Dummies)
    In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.

    -Alternative Finance - alternative to what exactly?

    -Looking back and looking forward to the future of alternative finance

    -Review different participants' perspectives, outlining opportunities and challenges for each.
  • Outside-in commercial lending: Putting clients in charge of their own destiny Recorded: Aug 18 2016 64 mins
    Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Kathryn Petralia (Kabbage), Amit Batra (Genpact)
    We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?

    Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.

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    - Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
    - The key pillars underpinning the corporate borrower’s user experience
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  • Trade Finance and the opportunity for short-term lending for SMEs Recorded: Aug 17 2016 63 mins
    Jesse Podell, Tripp Hornick (SMBscorecard), Philip Rakhou (Avicenna Ventures), Nadia Andersen (Deloitte), Dave Sutter (Fluent
    In this session, our panel will discuss:

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    - Blockchain and distributed ledgers
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  • Online Lending: What it Means for Banks vs New Lending Platforms Recorded: Aug 17 2016 61 mins
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    -What type of bank may be more naturally suited to online lending?

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    -Which banks are leading the way
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  • European Equities Post Brexit: Where next? Recorded: Aug 10 2016 33 mins
    Michael Browne, Portfolio Manager, European Long/Short
    The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.
  • How Brexit will affect cross-border fintechs? Recorded: Aug 8 2016 43 mins
    Katharina Lueth (Raisin), Antonio Rami (Kantox), Daumantas Dvilinskas (TransferGo)
    - Quick intro of each startup and speaker and in which way it is cross-border

    - How is your startup affected by Brexit?

    - Is Brexit a threat or an opportunity for FinTech?

    - Will there be a difference in how banks vs FinTech will be affected by Brexit?

    - What will be the impact on the FinTech hub London?

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  • Big Data Analytics for Risk Management Recorded: Jul 21 2016 62 mins
    Graham Seel (BankTech Consulting), Shirish Netke (Amberoon), Bob Mark (Black Diamond Risk), Ravi Kalakota (LiquidHub)
    When it comes to tracking the flow of money, it’s no doubt that studying patterns and analytics behind the transactions are important in fighting financial crime.

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    -How to implement proper Know-Your-Customer (KYC) processes
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    -What are the pitfalls when it comes to opening up APIs for banks and integrating into open APIs for fintechs?
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  • Title: Marketing for Advisers: The How, What & Why's
  • Live at: Jun 6 2012 12:00 pm
  • Presented by: Richard Bishop; Paul Gorman; Dennis Hall; Marlene Shalton; Yvonne Goodwin
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