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...
3 months ago
Expert Speaker Series: Is marketing relevant to the success of fund managers building their businesses in Europe?
Sales, service and product development, in addition to performance, are all seen as crucial components to the medium and long-term success of fund managers building their wholesale businesses across Europe. But what of marketing?Read more
3 months ago
Quarterly Networking Event
We would be delighted if you could join us for an after work drink and nibbles at our Q1 networking event. These are well attended events and give you the perfect opportunity to catch up with your peers, discuss challenges and share ideas.Read more