An exclusive Webinar for financial planners

Lessons from the Financial Planner Marketing Summit

Hosted by
Martin Bamford

Broadcast has ended. You may watch the replay!

You can still register and watch the replay!

June 28th
10:30 BST

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?


About Martin

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.

June 28th
10:30 BST