Financial Liverpool CPD Event - Fri 27 May 2016
"Growing Protection, client engagement and the Social Financial Adviser"
Roger Edwards of Roger Edwards Marketing
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
Sales of protection in 2015 were the lowest this century. The public is not engaged with the protection industry. They still think providers only pay 50% of claims when the real figure is nearly 97%.
Digital marketing and social media gives us an opportunity to engage with clients like never before. But the majority of product providers are paranoid about the compliance issues surrounding social media. It’s therefore down to financial advisers to provide the client engagement and start to grow the industry.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The issues to be covered and learning objectives are:
- The current state of the protection market: Public Perception, Claims Stats and product developments
- What is real customer engagement and why is social media and content marketing so important?
- What is the marketing mix and where does engagement fit?
- Why are Product Providers frightened of social media and what’s the solution?
The learning outcomes are for attendees to understand:
- That Social Media is an engagement platform not a promotional tool
- How we can use social and content marketing to grow the protection market
About the speaker
Roger Edwards is a marketing consultant from Edinburgh. He helps small businesses with marketing strategy, content and social media. Until he launched Roger Edwards Marketing Ltd he was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember him as the Marketing Director and Managing Director of Bright Grey and Scottish Provident. As well as running his own business Roger is also Marketing Director of the Protection Review.
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.