Creating A Marketing Plan Advisers Can Stick To
The problem with most adviser's marketing is that they do not really do any! In this session Steve will help you to create a pragmatic and practical marketing plan for your business that doesn't cost the earth and that you can realistically sustain over time.
Topics covered:
Why most marketing plans gather dust
A framework for developing the objectives, strategies and tactics that is right for your business
Exploring some of the low and no cost marketing strategies you can deploy
How to sustain your marketing focus, enthusiasm and commitment over time
Topics covered:
Why most marketing plans gather dust
A framework for developing the objectives, strategies and tactics that is right for your business
Exploring some of the low and no cost marketing strategies you can deploy
How to sustain your marketing focus, enthusiasm and commitment over time
Recorded
May 10 2011
41 mins
Your place is confirmed,
we'll send you email reminders
we'll send you email reminders
Presented by
Steve Billingham, Steve Billingham Consulting Ltd
Steve Billingham, Steve Billingham Consulting Ltd
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[WEBCAM PANEL] Outlook for Emerging Markets - Q3 Outlook Summit 2020 Jul 9 2020 3:00 pm UTC 45 mins
tbcAs major economies deal with trade and currency issues, how will this affect their smaller trading partners? This webinar will discuss the implications of these issues on emerging markets. -
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Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring Apr 22 2020 3:00 pm UTC 60 mins
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Towards the SDGs: Possible Aspects of Future Regulations Mar 25 2020 4:00 pm UTC 60 mins
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Towards the SDGs: The Growing Trend Toward Regulation Feb 26 2020 4:00 pm UTC 60 mins
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Founders Spotlight: Marc Randolph, Founder & first CEO of Netflix Feb 6 2020 6:00 pm UTC 60 mins
Marc Randolph, Founder & First CEO, Netflix | Ryan RossIn the late 1990s, the internet was just emerging as the place to sell things, the video rental market was a $3 Billion dollar market, and the DVD was only used by fringe film enthusiasts. In this environment, Marc Randolph, supplied with startup funding from friends (including Reid Hastings) & family, began building Netflix the company that exploited the convergence of these forces and has become a driving force in our cultural lexicon.
In this interview, Ryan Ross will interview Marc Randolph about starting & growing a lasting company, from inception to IPO.
How to recruit for something that doesn't exist yet
The difference & similarity between starting a company in 2000 and 2020
Marketing concepts consumers don't understand
The right way to brainstorm ideas
How to figure out where the puck is going
How to deal with the emotional burden of responsibility
How to look at failure productively
When to cede power to people with other skill sets
Identifying the important metrics to focus on - even if they are vanity metrics.
Link to "That Will Never Work": https://www.amazon.co.uk/dp/B07QRVWBX2/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1 -
Investing in Bangladesh: from private to public equities Jan 24 2020 4:00 pm UTC 60 mins
Mohammed Jahir Miah, MIoDBangladesh, a country with 160+ million population and $300 billion GDP, is growing more than 8%, which is one of the highest growth in Asia. Although agriculture growth has slowed, but the country has witnessed tremendous growth in manufacturing and services in the fiscal year FY 2019. Domestic consumption continued to remain strong and the country has shown superior level of resilience amid global economic slowdown. The impending completion of large infrastructure projects could help sustain this growth, which would enable the country to become one of the most stable high growth countries in the World. However, financial sector vulnerability due to increasing non-performing loans is a serious concern. Other major risks like political uncertainties have subsided as the present government is consolidating its position in it's third consecutive terms.
This webinar will discuss how Bangladesh has been positioned as one of the most attractive destinations for investment. What the major prospects of doing business here are, and what the opportunities of investment in private and public equities are. The webinar will also discuss about the challenges of investments in both type of equities. -
Global Green Fixed Income Strategies for 2020 Jan 23 2020 6:00 pm UTC 60 mins
Paul Ellis, Alessia Falsarone, Patrick Drum, Eric GlassOn January 8, 2020 Bloomberg LP reported global issuance of green bonds and loans, as well as other types of sustainable debt, totaled $465 billion in 2019, up 78% from $261 billion in 2018, according to data compiled by BloombergNEF. The outstanding global volume of sustainable debt now exceeds $1 trillion.
Green bonds, where the proceeds are used for environmentally-friendly projects, made up the majority of the issuance last year, totaling $271 billion, the data show. Sustainability-linked loans, which often have interest rates linked to a borrower’s performance on environmental, social or governance issues, were the fastest-growing sub-sector.
Join our panel of experts for a discussion about the expanding global supply of sustainable debt across the corporate, municipal and and sovereign markets into 2020 and beyond.
Panelists:
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Patrick Drum, Saturna Capital: Portfolio Manager of the Sustainable Fixed Income Fund & Amana Participation Fund
Eric Glass, CFA, Portfolio Manager - Fixed Income Impact Strategies
Moderated by: Paul Ellis, Sustainable Finance Consultant, Founder of The Sustainable Finance Podcast -
Q1 Outlook 2020 - Investment Management Tech to Watch Jan 23 2020 4:00 pm UTC 60 mins
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This webinar will bring together industry leaders to discuss:
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Allan Lane, AlgoChain
Leyla Imanirad, Bristol Gate Capital Partners Inc. -
2020 Trends in Emerging Market Fintech: A Venture Capital Perspective Jan 23 2020 11:00 am UTC 30 mins
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- The benefits of Cryptocurrencies as a more stable alternative to currencies, especially in countries with unsophisticated financial regulations. An example of this will be Ripio — a startup helping the Latin American merchants to process international transactions.
- Why the accurate identification of customer niche, regulatory compliance, and a customer-centric approach to solution development are crucial for the long-term success of a Fintech startup.
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https://www.facebook.com/alex.piskunov -
Q1 Outlook 2020 - Funds to Watch Recorded: Jan 21 2020 47 mins
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Join this webinar to hear about:
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Tony Yousefian, Beckett Asset Management
Christopher Teschmacher, Legal & General Investment Management
Moderated by Jean-François, Principal, Terres Neuves Consulting -
Active is: How investors can approach 2020 with confidence. Recorded: Jan 21 2020 27 mins
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Growth – Is recession risk still on the horizon?
Monetary Policy – Do we expect it to remain supportive?
Geopolitics – Political risks prevail, but are they enough to cause a slowdown?
Presented by Gavin Counsell and James Pearson from the Allianz RiskMaster Multi Asset Team -
Integrating ESG: A Sustainable Megatrend in Multi-Asset Recorded: Jan 21 2020 19 mins
Maria Municchi, fund manager of the M&G Sustainable Multi AssetSustainability: the next megatrend. How to integrate ESG and impact investing in a multi-asset strategy. -
Investor's Digest: The World of Shipping Recorded: Dec 30 2019 29 mins
Ryan Ross | Matt HeiderBi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview of one ecosystem within investment management.
This week: The World of Shipping with Nautilus Labs' CEO Matt Heider -
Investor's Digest: Behavioral Finance Recorded: Dec 27 2019 28 mins
Ryan Ross, BrightTALK | Nathan Maddix, CEO, Beglobal InsightsBi-weekly webcam discussions on markets, funds, finance and economics. Each episode discusses a topic within investment management.
This week: Behavioral Finance with Nathan Maddix
- biases in investment, such as equity premium puzzle
- base rate neglect and other probabilistic errors people make when trying to do multi-stage math for investments
- sunk cost bias/fallacy, which you mentioned in the first link above with Pacific Current Group
- nudging toward savings, typically that's what we would discuss - how to change the default options in defined benefit plans (pretty popular) -
Trends in Factor Investing Recorded: Dec 23 2019 28 mins
Kelly Ye, Director of Research, Index IQKelly Ye, Director of Research at Index IQ, discusses the latest trends in Factor Investing, including:
Factor Investing in Fixed Income
Factor Investing in alternatives
ESG as a factor -
2020 Trends in Emerging Market Fintech: A Venture Capital Perspective Recorded: Dec 20 2019 31 mins
Alexander Piskunov, Partner, Ruvento VenturesThis will discuss the two major trends increasingly relevant for the development of Fintech ecosystems across developing countries from the perspective of a Venture Capital Partner.
In this webinar, Alexander Piskunov, a partner of a San-Francisco based VC fund Ruvento Ventures, will explore:
- The potential of Digital Banking to innovate the stale customer experience in metropolitan regions and reach the previously unbanked population of rural regions in underdeveloped economies. An example of this is DoPay — a British cloud-based Fintech startup offering payroll services to the populations of India, Africa, and Asia.
- The benefits of Cryptocurrencies as a more stable alternative to currencies, especially in countries with unsophisticated financial regulations. An example of this will be Ripio — a startup helping the Latin American merchants to process international transactions.
- Why the accurate identification of customer niche, regulatory compliance, and a customer-centric approach to solution development are crucial for the long-term success of a Fintech startup.
- How a fintech startup founder can identify the smartest money, outlining the cases of Y-Combinator, Fintech Innovation Lab, and Plug-and-Play as early-stage acceleration options.
This webinar will be interesting for venture capital firms across the US and Europe who are interested in expanding their portfolio to encompass Fintech from the developing countries in Latin America, Africa, and South-East Asia.
Alexander Piskunov is a partner of a San-Francisco based VC fund Ruvento Ventures (http://www.ruvento.com), specialising on AI, robotics and mobility investments and being responsible for portfolio development and fundraising from corporations. Previously, Alexander has studied finance at Cambridge, worked in tech-focused IB and cross-border PE funds in Europe and Russia
https://www.facebook.com/alex.piskunov -
Physical impact of climate change - how physical risks affect different assets. Recorded: Dec 18 2019 61 mins
Hanna Värttö, Practice Leader - Sustainable Investments, South PoleInvestors are increasingly called upon to assess and report on their investments' alignment with the Paris Agreement and to identify to what degree their investment portfolios are on a 1.5°C-2°C temperature change pathway. This creates pressure - but also an opportunity - for investors to engage with investee companies, issuers, or developers to ensure risks are being identified and communicated, and that adequate mitigation and adaptation strategies are in place. Mainstreaming climate risk assessment is vital for well-informed investment analysis and decision making, but also to guide structured engagement on the topic of climate change.
Understanding how climate change affects different assets and how to analyse the potential negative impacts across investment horizons and asset classes is on top of the agenda for many investors aiming to measure climate-related risks. This webinar provides a high-level overview of the critical aspects to be considered when analysing climate risks, what data is needed and available for such analysis, and how to interpret the results in decision-useful terms. The webinar also discusses the importance of taking into account the type of assets at risk by showing concrete examples and case studies on how these challenges are being tackled in practice. -
Livestream Video Panel - Fixed Income outlook for 2020 Recorded: Dec 12 2019 60 mins
Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger Berman | Justin SimlerWith historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:
- Potential monetary policy changes by the FED and the ECB
- Global trade between the US and china
- US Presidential Elections & Brexit
Panellists
Lothar Mentel, CIO, Tatton Investment Management
Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman
Moderated by Justin Simler, Independent Expert
Actionable Insights for Investors
Insights for Investors
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- Title: Creating A Marketing Plan Advisers Can Stick To
- Live at: May 10 2011 9:00 am
- Presented by: Steve Billingham, Steve Billingham Consulting Ltd
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