Hi [[ session.user.profile.firstName ]]

The Secrets to Leverage LinkedIn - What Every IFA Needs to Know

Philip Calvert is the founder of IFA Life and a leading expert on using Social Media in Financial Services. Philip runs several groups on LinkedIn, including the largest IFA group. He helps IFAs to significantly raise their profile on the well-known business networking site, and in this eye-opening webcast he will reveal many of the techniques that he personally uses to make valuable new connections and to win new business.
Recorded Mar 14 2011 49 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Philip Calvert, IFA Life
Presentation preview: The Secrets to Leverage LinkedIn - What Every IFA Needs to Know

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Delivering Solutions for Tomorrow: Innovation in Payments Nov 17 2016 3:00 pm UTC 60 mins
    Rashee Pandey (Bankable), Kriya Patel (The Bancorp), Kit Carson (Verdict Financial)
    Payments touches everyone. Hence, it is not a surprise that the industry is worth £75 trillion. With digital innovation adding new payment instruments for consumers, speed and transparency coupled with good user experience have become the norm in the area of payments. Following suit, more and more businesses now too are expecting payments to be processed in real-time.

    With increased expectations and continuous innovation, let’s discuss the present state of innovation and trends in payments globally, the industry challenges and debate on what is the best way forward to innovate in payments.

    Innovation in Payments
    - Payments Today
    o Developed markets vs Emerging markets
    o Which other industries, besides banking, is payments disrupting/innovating in?
    o What current B2B and B2C payment solutions stand out?
    - Challenges
    o Regulation?
    o Identity and security? Is biometrics the answer?
    o Infrastructure?
    o More?
    - What next?
    o How should/would the payments ecosystem look like in the next 5-10 years?
    o Is collaboration between players in the payments ecosystem the answer to innovation?
    o What role will open APIs play in this innovation process?
    o Will digital currencies play a significant role in everyday life?
    o What is UK’s position in paving the way forward for innovation in payments globally?
  • Mobile Banking - the real killer-app in Mobile Financial Services? Oct 19 2016 3:00 pm UTC 60 mins
    Kristian Sørensen (Norfico)
    While Mobile payments solutions get most of the attention, despite relatively little user uptake, mobile banking has taken most of the world by storm and is now the most frequently used banking channel in many markets.

    Combining mobility with usability and innovative services e.g. in the PFM space has made mobile banking a true success.

    Finally, as demonstrated by the mobile only challenger banks entering the scene mobile banking has become an important battleground for customer acquisition and retention.

    In this panel we will discuss the following topics:
    Current state of mobile banking
    The options for challenger banks
    Recent innovation
    Killer features
    Benefits for banks
    Benefits for customers
    Future outlook
  • Transitioning from Banking to FinTech Oct 19 2016 2:00 pm UTC 60 mins
    Alexa Fernandez (BBVA), Helene Panzarino (Funding for Dummies), Neha Manaktala (DealIndex)
    FinTech has been a buzz word for quite some time now, but how do you make a change from your traditional banking role to a Financial Technology company?

    Join us as we explore the industry and highlight opportunities for bankers in FinTech. We'll feature people that have successfully transitioned, leveraging their experience and skills into exciting new roles.
  • George Kinder on Developing a Mindfulness Practice: Part 2 Oct 12 2016 5:00 pm UTC 60 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • Data Visualization: Best Practice Tips for Improving Personal Finance Sep 22 2016 2:00 pm UTC 60 mins
    Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard)
    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 Sep 21 2016 2:00 pm UTC 60 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 Sep 14 2016 1:00 pm UTC 45 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
    • Running out of money – exhausting the pension pot – risk of ruin
    • 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
    • The ability to pass any wealth down the generations
  • Why Multi Asset Matters Sep 13 2016 2:00 pm UTC 45 mins
    Rory McPherson, Head of Investment Strategy, Psigma Investment Management
    In this session Rory McPherson will discuss the changing landscape of Multi Asset Investing and whether we still expect it to be a key driver of returns in a post Brexit world. He will review where the returns have come from and focus on what future returns might look like and where they’ll be found.

    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 Sep 7 2016 4:00 pm UTC 60 mins
    Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski
    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.
  • Fintech: Good and Bad News for Inclusive Sustainable Finance Recorded: Aug 22 2016 47 mins
    Hazel Henderson (FRSA)
    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.

    Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.

    In this webinar, a panel of experts will reveal
    - 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
    - How digital strategy today, can drive lending nirvana tomorrow
  • 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:

    -Current trends in lending
    - Risk & Cross border lending
    - Bank appetite for innovation
    - Startups making inroads
    - Emerging trends in factoring and AR trading
    - Blockchain and distributed ledgers
    -How SMEs can benefit from this new trend
  • Online Lending: What it Means for Banks vs New Lending Platforms Recorded: Aug 17 2016 61 mins
    Suzanne Evans (Grow Advisors), Richard Carter (Nostrum Group), Snehal Fulzele (Cloud Lending Solutions)
    Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.

    Some discussion points will include:
    -Challenges facing independent p2p lenders that the banks are better placed to overcome

    -Why online lending platforms for banks should be structured differently to independent online lenders

    -What type of bank may be more naturally suited to online lending?

    -How are banks setting up to face the challenge and opportunity presented by online lending?

    -Which banks are leading the way
  • Take a Chance on Me: Investing in Sweden Recorded: Aug 16 2016 44 mins
    Igor Tsukerman (President & Chief Investment Officer, Passed Pawn Advisors)
    From Ireland to Portugal to Greece, and from Spanish real estate to Italian bad loans to Brexit -- Europe has been seemingly living from crisis to crisis since 2008. Investment climate remains challenging in many areas, as economic growth, bad debt and the Euro remain key risks.

    At least one place in Europe, however, may offer an intriguing investment opportunity: an economy with healthy growth, manageable debt, and a major, non-Euro currency. Welcome to Sweden.
  • Getting your Human Resources in Order Recorded: Aug 11 2016 38 mins
    Hannah Hutcheon, Panacea Adviser, Sarah Paul, Panacea Adviser
    As regulation continues to drive financial services to the brink it is more important than ever to get the best from your staff

    This Bento for One will discuss the latest guide we have produced and cover off:

    - How to hire, manage and get the best from employees
    - How to deal with disciplinary issues
    - Maternity leave & return to work
    - How to handle redundancies

    A business is far likely to succeed if their best assets are being looked after. So if you are a business owner or team manager then this webcast is a must to tune into.
  • 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?

    - Do you see other cities emerging as new FinTech hubs? If yes which ones and why?
  • 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.

    Join this session where we'll discuss:

    -The application of machine learning and big data in AML monitoring
    -How to implement proper Know-Your-Customer (KYC) processes
    -Challenges around automation and using predictive analytics to prevent future issues
  • Open APIs and the Future of Banking Recorded: Jul 21 2016 59 mins
    Annine Nordestgaard Bentzen (Hufsy), Jeremy Light (Accenture), Stefan Weiß (Fidor), Jan Sirich (Nordea)
    A successful Application Programming Interface (API) strategy relies heavily on concepts of open infrastructure and open data. The adoption of Open APIs in banking is thus an idea that has been met with excitement and, understandably, concern as well.

    Attend this summit where our experts will discuss:

    -What’s in it for banks/fintechs?
    -What are the pitfalls when it comes to opening up APIs for banks and integrating into open APIs for fintechs?
    -PSD2 - will you be ready (mostly a consideration for banks)?
    -How should we (fintechs and banks) operate until the PSD2 is rolled out?
Content for UK financial advisers
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: The Secrets to Leverage LinkedIn - What Every IFA Needs to Know
  • Live at: Mar 14 2011 1:00 pm
  • Presented by: Philip Calvert, IFA Life
  • From:
Your email has been sent.
or close