Financial Liverpool CPD Event - Fri 27 January 2017
Become the "Chosen One"
Davide de Maestri of Kenyons
Coffee and registration from 11.45
The AGM will take place at 12.15
The CPD talk will start at 12.30 and will last 45 minutes
Buffet Lunch and networking opportunity after the presentation.
PLEASE NOTE THE SLIGHT CHANGE OF TIMING FOR THIS EVENT
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
PLEASE USE THE RIVERSIDE ENTRANCE
Become the ‘Chosen One’: Clients make choices every minute of every day about financial matters – moving to a new advisor; remaining with their present one; increasing their existing services; adding new products to their portfolio. This dynamic talk will cover how people make choices and how you can use branding and marketing techniques to be the ‘Chosen One’.
The target audience will be anyone working in financial services who would like to grow any or one of the following, and who has the ability to make a difference:
2. Revenues from existing clients
3. Revenues from new clients and
The learning objectives will be to:
1. Understand how people make choices about products and services, and why it’s important to position yourself through reputation or branding to be their ‘Chosen One’; and
2. Understand the motivations of new and existing customers and how marketing and communications influence growth.
The learning outcome will be for the audience to leave with clarity on how to grow their client base, revenues and profits through a compelling market positioning and plan for new and existing clients.
And to be inspired to take action!
About the speaker
Davide is a tour de force in marketing matters with an impressive professional pedigree – as Board Director at Saatchi’s in London, Brand Director, Liverpool FC, Chair of Chartered Institute of Marketing NW and Head of Marketing, Brand and Insight at Kenyons.
He has helped clients to create and build brands for growth in most market sectors and including professional services. Davide’s enduring passion is to use the power of marketing to unlock insights on customer needs in order to motivate audiences to make the right choices.
“It is our choices... that show what we truly are, far more than our abilities.”
The agenda for the AGM is:
- Chairman’s report
- Financial statement
- Secretary's report
- Membership and communication report
- Election of Chairman/ Officers
- Any Other Business
Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk
To ensure the longevity of Financial Liverpool, as part of our succession plan we are looking for at least two new members to join the committee.
If you’re interested in getting involved to promote professionalism at a local level, please contact the Secretary, Julie Calvert, by email firstname.lastname@example.org by Monday 23rd January 2017, giving details of your reasons for wanting to join the committee.
In the case of a member wishing to join the committee for the current year, this will be put to a members vote at the AGM.
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When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.