Bamford Media is proud to host the first Financial Planner Marketing Summit.
Eleven engaging speakers take to the stage of The Electric Theatre in Guildford on Friday 21st June 2019, to share the latest thinking about the art and science of marketing for financial planners.
Delegates at the Financial Planner Marketing Summit are in for an action-packed day, learning how to transform their own marketing results and better communicate with all clients.
Financial Coach @ The Money Panel
How I built my business using social media
Founder @ Adviser LifeTalk
The Shocking Marketing & Profit Opportunity That Almost Every Financial Planner Has Missed
Co-founder and Chief Executive Officer @ Foco
Unweaving the rainbow: how to inspire people with stories
Founder @ Be-IQ
What 5 million years of human evolution tells us about communicating with clients about money
Founder @ Extended Thinking
Becoming a client magnet by turning a good reputation into a personal brand
Founder & Director @ Standards International
Supercharge your client journey and take it from Woe! to WOWW!
Managing Director @ Prospecta Limited
The behavioural science behind how financial planners really win and keep clients
Co-founder and Director @ The Speakers Gym
It's not just what you say and do, it's how you say and do it
The Electric Theatre in Guildford is a vibrant arts venue right in the heart of the town with a warm and friendly atmosphere.
Onslow Street, Guildford, GU1 4SZ
01483 501 200
8 min/0.4 mile walk from Guildford Station
Get in touch to learn about the range of sponsorship packages on offer.
Financial Planning Today is the premier daily news website for Financial Planners, Paraplanners, IFAs and Wealth Managers, particularly Chartered and Certified Financial Planners and Paraplanners. They bring you daily news with the latest updates from the Financial Planning and Paraplanning professions plus other relevant business and finance stories, along with insightful features and comment from leading figures and experienced Financial Planners.
Advicefront allows you to collect and organise client data, deliver advice more efficiently and delight clients with your human touch. Come along to the Financial Planner Marketing Summit 2019 to see an exhibition of portrait photos from the Advicefront Why I Series.
Harriman House is the UK’s leading publisher of books on finance, investment and trading. They have generously provided a hardback copy of The Investment Trust Handbook 2019 for every delegate at the Financial Planner Marketing Summit 2019.
Thesis Asset Management manage individual investment portfolios for their clients, and develop relationships with professionals in financial advice, law, accountancy and tax to help them deliver investment solutions for their clients.
Secure your place today for of a day of the latest thinking on building your brand, using social media and effective client engagement.
© 2019 · Bamford Media Ltd