PFS Workshop - Differentiation: How to make your business stand out from the crowd by Abbie Tanner
THIS EVENT IS BEING RUN INCONJUNCTION WITH THE LUTON & ST ALBANS INSTITUTE AND IS BOOKABLE VIA THEIR WEBSITE AT www.cii.co.uk/luton.
Workshop Overview - Why should you attend?
Operating in a constantly changing market such as ours great ideas can be placed on hold as other matters take priority. New initiatives often don't gain the necessary momentum because they take up too much time or resource to deliver. Sound familiar?
In this interactive workshop we will share best practice for defining your marketing strategy to differentiate your business and justify your fees. The discussion will address your biggest marketing challenges and then, using examples from successful financial advisory businesses already using these techniques, Abbie will show you how to:
- Truly differentiate your business and service offering
- Spend money more effectively
- Make your fees and ongoing charges a ‘non-issue' for your ideal clients
- Use an 8 step system to put your marketing on auto-pilot
After attending this session, you will be well equipped to:
- Define the marketing strategy for your financial advisory business
- Create a differentiated offering to reach your ‘ideal clients' and professional connections
- Establish a Marketing Activity Schedule for the coming twelve months.
Abbie will share new ideas and strategies you can implement in your business immediately to see real results, making the event well worth your investment of time.
WHEN? Wednesday 4th November 2015
9.00 Coffee
9.30 to 12.30 Workshop
12.30 Lunch Buffet
Abbie Tanner, A Business Innovation
Abbie Tanner is Managing Director of A Business Innovation Limited. Her aim is to inspire financial advisers and reignite the passion they have for their businesses, creating brands and targeted marketing initiatives they can feel proud of. She has more than 16 years' financial services experience; used to lecture at the University of Technology Sydney (UTS); and regularly presents at industry forums on marketing, social media, client communications, web strategy and working with professional partners. Having worked with advisers in the UK, Australia, the US and Canada, Abbie is equipped with a fresh perspective and wealth of ideas for marketing your financial advisory practice. She is also the author of ‘Are you a farmer or do you eat what you kill?' a whitepaper outlining the steps you need to take to transform your business from a sales-focused culture to a relationship-based model. Her whitepaper will be released as a full length book later this year. A Business Innovation is a specialist marketing firm currently going through a radical transformation. The business will be re-launched later this as a comprehensive marketing hub with videos, tools and templates to help financial planners to be more successful in their marketing. From strengthening your brand, to establishing an online presence, hosting seminars and events, and building lasting relationships with professional connections - stay tuned for more details.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.