Category Archives: Webcasts Webinars and Videos

From “free” to “fee”: Adviser Charging – a crisis of confidence

Written by . Posted on October 3, 2011. Filed under Customers, Proposition, RDR, Webcasts Webinars and Videos. No comments.

In this webcast I share my experiences of working with adviser firms to help them move from “free” to “fee” in readiness for the Retail Distribution Review in just over 15 months time. Essentially the missing ingredient for most advisers is confidence. This webcast session will…

Explore why confidence is the key ingredient
Dispel some common myths about “fees”
Explore the typical “client journey” through your advice process to discover where the real value is
Help you to define your ongoing client relationship and service proposition

A BrightTALK Channel

Creating a Marketing Plan advisers will stick to

Written by . Posted on May 5, 2011. Filed under Marketing, Webcasts Webinars and Videos. No comments.

The problem with most adviser’s marketing is that they don’t do any! In this session I will help you to create a pragmatic, action focused and practical marketing plan for your business that doesn’t cost the earth and that you can realistically sustain over time.

You’ll find out -

Why most marketing plans gather dust
A framework for developing the objectives, strategies and tactics that are right for your business
Some of the low and no cost marketing strategies you can deploy
How to sustain your marketing focus, enthusiasm and commitment over time

A BrightTALK Channel

Successful PR – How to build your reputation and credibility… for free

Written by . Posted on March 9, 2011. Filed under Marketing, Webcasts Webinars and Videos. No comments.

In this webinar I provide practical, pragmatic ideas and insights into how you can get free PR coverage for you and your business to help you grow your reputation and credibility with your target market. Feedback from the live event was excellent and you can listen to a recording of the session, including the Q & A below.

Successful PR – How to build your credibility and reputation

Written by . Posted on February 28, 2011. Filed under Customers, Financial, Marketing, Webcasts Webinars and Videos. No comments.

As a subscriber to my blog, I thought you might like to know about my next webcast on Thought Leadership Live which is on Wednesday 9th March at 10.00 a.m. You can register for this free session here. Click Here

During the session I will outline the key steps you can take to create a successful PR strategy that builds your profile, credibility, personality and reputation without it costing you a penny.

You will learn;

  • How PR can transform your business
  • How to avoid the 7 deadly PR pitfalls
  • How to develop creative PR approaches
  • How to communicate effectively with the media
  • How to use Public Speaking to build your credibility

If you can’t join me for the live broadcast, the session will be available on our website immediately afterwards so that you can listen at a time that suits you.

Click here to register

 

Creating an efficient, scalable and consistent investment proposition

Written by . Posted on December 17, 2010. Filed under Financial, Marketing, Proposition, RDR, Webcasts Webinars and Videos. No comments.

In this webinar I am joined by Kevin Ferriby, Managing Director of Informed Financial Planning to discuss, in the form of a real life case study, the process that Kevin went through to find his “no compromise solution” to creating a consistent investment approach that works for Informed’s clients. This solution has transformed the business by increasing recurring revenue by 20% (despite reducing both adviser and staff numbers), improving profitability and reducing the time taken to deliver client reviews by a factor of 6. Listen in to find out how.

Delivering client reviews consistently

Written by . Posted on November 18, 2010. Filed under Customers, Proposition, RDR, Webcasts Webinars and Videos. No comments.

Having a client review service that you can deliver consistently and profitably is key to sustaining and growing your recurring revenues. In this webcast I outline the key questions that advisers should ask themselves when designing or refining their client review service in order to ensure that they can deliver reviews on time, every time, for each client

Spotlight on RDR – Video Interview

Written by . Posted on November 12, 2010. Filed under RDR, Webcasts Webinars and Videos. No comments.

You might be interested in this short (5 min) video interview with Citywire which was released this afternoon in which I discuss with Iain Martin, whether advisers are focusing too much on exams and in doing so, whether they risk running out of time to get their business model in good shape for the adviser charging environment.

Click here to watch the video

Developing Professional Connections – Webcast

Written by . Posted on September 24, 2010. Filed under Customers, Financial, Marketing, Webcasts Webinars and Videos. 2 Comments.

In this session I provide some insights into how to develop long term profitable relationships with other professionals, specifically solicitors and accountants. The session covers:
- Why now is the ideal time to be seeking out these relationships
- Why Financial Advisers and Planners find it hard to do so
- What key attributes these other professionals are looking for in any potential partner
- How to create an approach that works

If you are looking to start building professional relationships with solicitors and accountants, or have been frustrated by previous efforts to do so, this session will set you on the right track to success.”

You will need to complete the registration questions but this takes just a few seconds. Once you’ve done that you will be able to view all future webcasts on demand.

Top 10 Habits for Getting Things Done – Free Webcast now available

Written by . Posted on July 27, 2010. Filed under Personal Effectiveness, Webcasts Webinars and Videos. 1 Comment.

Feedback from this mornings webcast on the Top 10 Habits for getting things done has been fantastic so far. For those of you who were unable to tune in live, here it is for you to listen to on demand and at your convenience. I would welcome your feedback once you’ve listened to it and I hope these habits make as much of a difference to you, as they have to me.