An exclusive Webinar for financial planners
Lessons from the Financial Planner Marketing Summit
You can still register and watch the replay!
Here is What You'll Learn
Why Marketing Is More Than Lead Generation
The majority of delegates at the Financial Planner Marketing Summit were NOT looking for new clients. But of course that's not what marketing is really about.
How To Create Your Value Ladder
One speaker at #FPMSummit shared with delegates the 'value ladder' concept. All Financial Planners need to understand and implement this exciting marketing approach.
Storytelling Is Everything
One recurring theme at the Summit was storytelling. Humans have evolved because of our ability to tell stories. Learn how to incorporate storytelling within your own marketing.
Why Successful Businesses Are Military About This
We heard how the most successful Financial Planning businesses are military in their provision of an incredble client experience. You need to taste luxury before you can dish it out.
Bridging The Trust Gap
Like it or not, most consumers don't trust Financial Planners. A number of our speakers shared insights around trust; winning it, keeping it, and losing it.
Asking Better Questions
What are the most important questions you need to ask in order to build a better business?
Martin is a Chartered Financial Planner, Fellow of the Personal Finance Society and experienced financial services marketer.
A prolific personal finance writer and commentator, he has received multiple awards for his work, including Best Blogger of the Year and Best Social Media Adviser.
Martin is author of several bestselling personal finance books and producer of an award-winning feature length documentary film about the baby boomer generation and retirement.
He lives in Surrey with his wife and three children.