Financial Planner Marketing Summit

James Wallman is a cultural commentator and trend forecaster, the Sector Specialist on the Experience Economy for the UK government, one of the worldwide top 101 influencers in Employee Engagement, and the international bestselling author of Stuffocation. He runs a boutique trend forecasting firm whose clients range from KFC to KPMG, Yell and Eventbrite.

James has spoken at Google HQ in California, the Collision Conference in Las Vegas, the London School of Economics, the Royal Academy, the Royal Society of the Arts, and 10 Downing Street. He has hosted Guardian Masterclasses, and run courses at the School of Life in London and Antwerp.

Herman Brodie is the founding director of Prospecta Limited. He is a specialist in behavioural economics, an accomplished speaker, and a trainer of decision-makers. Herman is the author of The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients.

Catherine Morgan is an entrepreneur, key note speaker and the co-author of #1 Amazon bestselling book ‘The Woman I’m Becoming’. In 2018 and 2019, she was nominated as finalist for the ‘Women in Financial Advice’ awards. Her podcast was nominated as a finalist in the ‘Best UK Personal Finance Podcast’ in the 2018 UK SHOMO awards.

David Scarlett is the founder of The Soul Millionaire leadership coaching programmes, and the creator of the revolutionary business concept, The Soul Millionaire Journey. Working with boutique firms in the financial planning community, David helps leaders and executives create iconic organisations, lead exceptional teams, live the lives they’d really love and ultimately make a greater difference in their world.

Martha Lawton is co-host of Squanderlust, the podcast about the emotional side of money. She has been helping people to improve their financial well-being for over 12 years. Martha was a financial adviser for a short time before realising she would rather be in the non-profit world. Since then she’s facilitated hundreds of workshops and helped thousands of people think more clearly about their finances.

Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education and greater transparency.

Martin Bamford is an award-winning Chartered Financial Planner and blogger. As founder of Bamford Media, he works with Financial Planners to drive engagement and retain ideal clients.