An exclusive webinar for financial planners

Building Your Financial Planner Brand

Hosted by
Martin Bamford

Broadcast has ended. You may watch the replay!

You can still register and watch the replay!

July 3rd
16:00 BST

Here is What You'll Learn

Everyone has a brand

You have a brand, whether you like it or not. It's far better to be in control of your brand than allow it to develop organically.

Branding essentials for Financial Planners

The elements of your branding that make the difference between struggling and successful.

Building your own brand pyramid

My step-by-step guide to capturing your brand essence in an easy to construct format, so you can understand what you stand for and the benefit your bring to your clients.

How to document your brand

An effective way to create your brand standards document, to drive consistency into your branding and take it to the next level.

How to present your brand effectively

Taking your brand and applying it to EVERYTHING you do, from marketing materials to the little touches. It all makes a huge difference.

How to get started

The first steps you can take today to get started on your branding journey as a Financial Planner. And why it doesn't have to cost as much as you think.


About Martin

Martin Bamford is founder of Bamford Media, the creative agency for financial planners, business coaches and membership bodies. His work helps drive engagement and retain ideal clients by creating innovative and authentic content.

Martin is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society.

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.

He lives in Surrey with his wife, three children, two dogs and a cat.

July 3rd
16:00 BST