Expert Speaker Series: What are the challenges and opportunities in marketing to advisers?
About the event
Advisers continue to show themselves to be resilient, adaptable professionals that continuously reinvent themselves and their business. Gillian Hepburn, Director of DISCUS, will share some research as well as talk about the advisory market landscape – helping us understand the structures, characteristics and investment propositions across nationals, networks, regional IFAs and smaller advisory offices. It’s important to know how they operate, who the decision makers in these businesses are and what keeps them awake at night. Only then can you target them appropriately through your marketing content and partnership strategies. It promises to be a really insightful session and one not to be missed!
Over afternoon tea, this short interactive session will allow you the time out without losing the entire day. The session will be intimate, opening up to debate and discussion sharing best practice and learning.
A specialist in platforms, investment and in particular discretionary managed solutions, Gillian has over 30 years’ experience in financial services. Following an extensive career at Standard Life covering product development, ‘take to market’ strategy, platform development and intermediary distribution she set up her own consultancy in 2011. View full profile...
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