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How Can "Pinning" Help Your Advisory Business?

Blane Warrene, CEO, Arkovi; Caitlin Zucal, Marketing Coordinator, Arkovi
Pinterest has exploded onto the social media scene and is one of the fastest growing networks. With more than 10 million users (most of those also integrating with Facebook) it quickly emerged as the top visually-driven social platform. Being used by both business and consumers - learn how "pinning" can help your business.
Apr 18 2012
48 mins
How Can "Pinning" Help Your Advisory Business?
"""Pinterest IFA marketing "social media" pinning"""
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Financial Advisers

  • Strategic Bond: Maximising Opportunities Mar 11 2015 3:00 pm UTC 45 mins
    The Standard Life Investments' Strategic Bond Fund invests across the broad fixed income spectrum with the aim of delivering investors attractive risk-adjusted returns throughout the economic cycle. Our experienced team takes active allocation decisions, moving between different types of bond, to maximise the investment opportunity.

    Join us to hear members of the team discuss recent developments in global fixed income markets and how they have impacted the portfolio, as well as providing an update on our current outlook and some of the opportunities that we are currently exploiting within the fund.
    Attend
  • Currency wars become a yield war! Mar 11 2015 2:00 pm UTC 45 mins
    The presentation will cover:
    - Europe: between very good news (QE) and bad news (Greece)
    - Europe: a weak euro + weak oil prices + very low interest rates + ECB QE = good surprise on growth before year end?
    - US: the Fed behaviour; Fed funds rate hike and USD strength
    - US: good macro-economic data vs deflation fears
    - US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed
    Attend
  • The rationale for fixed income now Mar 11 2015 1:00 pm UTC 45 mins
    PIMCO's outlook on interest rates over the cyclical horizon - The risk of higher rates and the impact on fixed income - The role of fixed income in asset allocation - Enhancing fixed income returns
    Attend
  • Bond Investing: a flexible approach with an investment solution Mar 11 2015 12:00 pm UTC 45 mins
    Due to increasing interaction across the fixed income market sub universities Mirabaud's Global Strategic Bond Fund aims to provide a value driven best ideas portfolio using a concentrated and top down thematic approach.

    With a robust investment process and active allocation our experienced top quartile managers aim to achieve superior returns with strict attention to capital preservation. Whilst index aware we are not index led and actively manage duration and credit exposure across all business cycles.
    Attend
  • Schroder Monthly High Income Fund Mar 11 2015 11:00 am UTC 60 mins
    The fund looks to exploit opportunities across the full spectrum of fixed income securities, aiming for an attractive level of income, paid out each month.
    Join Michael Scott, lead portfolio manager, to hear about the fund and where the team are seeing the best opportunities at the moment.
    Attend
  • Winning your clients trust and safeguarding their data Recorded: Feb 26 2015 29 mins
    Thoughtleadership Webcast for Financial Advisers and Paraplanners.

    We each represent 1 in 3 billion+ internet users, a population that represents around 40% of the world’s entire population.

    Online fraud continues to increase on ‘the same curve’ with no small part of this attributable to the interception of email and its sometimes sensitive content.

    Email volumes continue to grow exponentially with over 182 billion currently sent every day.

    Professional Services

    The UK government is getting serious about cyber-crime - Keeping the UK safe in cyberspace policy and looking to the professional services sector to lead on the subject.

    “Trusted professionals …… are on the front line of cyber-attacks – they are privy to sensitive information (e.g. client lists, personal information, sensitive commercial information about upcoming deals) which might be attractive to criminals/others. They are also well-placed to encourage their clients to take appropriate actions to protect themselves.”

    Failure to address this subject can carry significant consequences - the regulators, Law Society / FCA / ICO, take a dim view on those who choose to gamble with their clients most precious of assets, ‘their data / identity’.
    It’s estimated that more than 1 in 12 of us might be the subject of fraud whilst winning the lottery carries a probability of 1 in 14 million – or putting it another way
    . . . . you are probably a million times more likely to be defrauded than you are to win the lottery !

    The Webinar
    Panacea and Mailock explore what steps you can take to help address this growing issue, convey value on your clients by offering them a secure communication service - www.BESecureMail.com - that others might neglect to mention and build the all-important trust so fundamental to conducting your business.
    Play
  • Recharge: Investment Strategies for Your Most Valuable Resource Recorded: Feb 24 2015 48 mins
    Tune in to discover how your health impacts your business growth. Heidi Hanna, New York Times bestselling author of "The SHARP Solution: A Brain-Based Approach for Optimal Performance" and the follow-up release "Stressaholic: 5 Steps to Transform Your Relationship With Stress," teaches you how focusing on having enough energy vs having enough time is the key to success.
    Play
  • Branding Yourself As The Go-To Person In Your Field Recorded: Feb 17 2015 49 mins
    Join this dynamic duo on The Client Connection! Yuhannes Watts is interviewed by Meridith Elliott Powell on becoming the go-to person in your field. Creating business is about connections and in this can't-miss webinar, you will learn the tools you need to increase your sales pipeline, get a greater ROI and fuel your profits. Grow your business by strengthening your brand!
    Play
  • The 10 Myths of Fund Selection Recorded: Feb 11 2015 39 mins
    Lucy Walker, Fund Manager of the Sarasin Funds range, reviews 10 misconceptions of selecting funds in this CPD accredited webinar.
    Play
  • Today's Capital is Tomorrow's Income Recorded: Feb 11 2015 50 mins
    When looking for income solutions, investors should not forget the importance of making the right asset allocation decision. Stephen Andrews, fund manager of the M&G Episode Income Fund, will discuss the current market outlook and income opportunities.
    Play
  • Risk- Targeting now! - timing never better Recorded: Feb 11 2015 47 mins
    David will talk about Rathbones; conviction for his risk-targeted approach and the results that it has delivered. Furthermore, he will cover:

    - Low inflation and interest rates. Rising risk and falling returns and whether a cautious approach to investment can still work.
    - QE in Europe - is it too late?
    - The US; having both a premium price and a premium market
    - What really matters when managing risk - the shift of focus from volatility to drawdown
    - Multi-Asset ideally placed - opportunities for alpha at time of geopolitical risk
    Play
  • Oil be Damned: The impact of the collapse and how to position your portfolios Recorded: Feb 11 2015 47 mins
    James Carrick will highlight the macroeconomic impact and the winners/losers of a cheaper oil price. Justin will then discuss how these views can be reflected in a multi-asset portfolio to drive performance into 2015 and beyond.
    Play
  • An Overview of LinkedIn – What FS professional can't afford to ignore in 2015 Recorded: Feb 11 2015 40 mins
    Since it made a debut in 2003, LinkedIn has evolved and enhanced its offerings.
    Our mindset about how to use LinkedIn, however, has not evolved as quickly as the product.
    If you haven’t changed your approach to LinkedIn, you’re missing out on some of the biggest benefits.
    This free Webinar will enhance your understanding of this “professional network” and the fundamental benefits to you and your organization, including:
    1. Linkedin: Why it’s a critical tool for financial service marketers in 2015
    2. Company Brand: How your company profile can make or break you
    3. Content: How the most successful companies use content to create their own LinkedIn profile
    Play
  • The Appeal of Asian Equities compared to the overvalued UK Corporate Bond Market Recorded: Feb 11 2015 39 mins
    We are focused on two aspects in our fund positioning:
    - The enticing prospects for Asian Equities.
    - The bubble that is the UK corporate bond market.

    Asian Equities: We favour Asian equities, particularly the developed markets of Hong Kong and Singapore which have better standards of corporate governance but are still exposed to the fast-growth engine of developing Asia. Its economies are becoming more focused on domestic consumption and equity valuations are very attractive.

    UK Corporate Bonds: record low yields and compressed spreads put UK corporates in bubble territory. Expensive relative to other asset classes and against history. When the bubble bursts, it will be very costly.
    Play
  • Schroder Global Multi-Asset Income Fund Recorded: Feb 11 2015 33 mins
    Iain Cunningham, Multi-Asset Fund Manager, will introduce the new fund.

    The Schroder Global Multi-Asset Income Fund has been designed to help investors seeking income in the current low growth, low yield environment where traditional sources of income can no longer fulfil their requirements. It aims to provide an attractive, regular and sustainable income without a correspondingly heightened exposure to risk.
    Play
  • George Kinder: Attract Clients with Life Planning on the Web Recorded: Feb 9 2015 45 mins
    Can you do Life Planning on the web as well as an in-person interview? What are the essential elements of a web based Life Planning Service? What is essential for the intimate, personal process of Life Planning to be delivered and how could it be approached through a computerised process?
    Receive a free e-book for attending: "Life Planning for you", the companion book to the LifePlanningForYou.com website.

    Attendees will learn:
    -To what degree can you computerise the Life Planning process within your own firm and is it advisable?
    -What are the advantages of having it on the web?
    -How to attract clients with web based Financial Life Planning
    -How to ask effective, meaningful questions through technology interfaces
    -Interpret client responses and understand personal communications over the web
    -How to keep the flow of intensive two-way reciprocation using technology
    Play
  • Safeguarding Your Greatest Asset Recorded: Jan 28 2015 41 mins
    Effective Succession Planning for Family Businesses

    Creating a succession plan is a challenge for any business owner, but if the business is a family business, the issues involved can be significantly compounded by emotional considerations. Listen in while Denise P. Federer, Ph.D., consultant, business coach and behavioral psychologist, addresses some of the significant issues to consider regarding a succession plan, to ensure that owners safeguard the personal and financial future for their clients, employees and family members.
    Play
  • Managing the Ever Changing Dynamics in Emerging Markets Recorded: Jan 21 2015 34 mins
    Given the long term characteristics point toward continued growth for emerging markets, their validity as a part of a well-diversified asset allocation is sound. But, against a backdrop of constantly changing dynamics, how does one navigate the myriad of short term opportunities and risks without getting lost in the uncertainty along the way? Here we consider a distinct approach that is void of fundamental analysis and instead relies on a unique approach focusing on the more consistent, long standing characteristics of the asset class and pragmatic implementation. Spoiler alert- volatility is not always your enemy and humanity plays a key role.
    Play
  • Investment Opportunities in Emerging Markets Recorded: Jan 21 2015 41 mins
    Review of 2014: key drivers: elections, geopolitics, oil, strong USD, policy dynamics
    What determines our outlook on 2015: Recovery of EM growth, oil price, investor flows, ability of EM governments to build on election outcomes to push structural reforms agenda
    Where to invest: depends on the investment horizon:
    - Long- local at 6.3% yield, need to be able to sustain interim volatility from EM FX
    - If shorter- at 6.3% yield as well, external with a preference for OW quasi-sovereign and corporate; if concerned with duration, target maturity structures can be attractive

    Risks to watch: Continuing strong USD bid headwind for EM FX, failing oil price and asymmetric impact on "winner" and "losers", geopolitically events, negative growth surprises
    Play
  • Investing Beyond Benchmarks - Why Underrepresentation Equals Outperformance Recorded: Jan 21 2015 35 mins
    Historically, Bond investors have segmented the Global fixed income market by developed and emerging markets. A long held perception has been that developed market issuers are "rich", whilst emerging market issuers are "poor". Events of the last five years, have led many to question if this perception is valid. With bond benchmarks designed to track an investment universe, which in construction, has a structural bias towards the most indebted issuers; we believe that there is a more efficient approach. The New Capital Wealthy Nations Bond Fund has demonstrated this approach successfully over the last five years, by investing in countries and companies that have the greatest ability to pay back their debts - these tend to be countries underrepresented by indices.
    Play
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.
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  • Title: How Can "Pinning" Help Your Advisory Business?
  • Live at: Apr 18 2012 5:00 pm
  • Presented by: Blane Warrene, CEO, Arkovi; Caitlin Zucal, Marketing Coordinator, Arkovi
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