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Expert Speaker Series: Meet your customer – IFA firms
25 January @ 4:00 pm - 5:00 pmFree – £75
The next session in the Fund Marketing Network’s Expert Speaker Series looks at a specific customer segment; IFA firms.
Understand how adviser firms operate, what motivates them, what support they need and how marketers can engage most effectively. Who is doing it well and how does this IFA want to be communicated with.
Over afternoon tea, we are bringing together an intimate group to discuss, debate and question with Ben Yearsley, Director of Shore Financial Planning, how marketers can seek real cut through when marketing to IFAs.
Speaker: Ben Yearsley – Ben was an Investment Manager at Hargreaves Lansdown for over ten years, before heading up the investment research department at Charles Stanley Direct. Ben co-founded the Wealth Club for HNWs and is now Director at Shore Financial Planning.
Ben brings a wealth of knowledge across the wholesale, advisory and direct distribution channels which is extremely rare. Come armed with your questions for an hour of insightful discussion and debate sharing best practice and learning.