FL: Marketing Presentation & AGM

Timing:
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

Join Financial Liverpool for a presentation on marketing and the AGM.

To book online visit the page on eventbrite.

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:
1. Reputation
2. Revenues from existing clients
3. Revenues from new clients and
4. Profits.

Learning Objectives
By the end of the session delegates will be able to identify:
1. 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. the motivations of new and existing customers and how marketing and communications influence growth.
3. clarity on how to grow their client base, revenues and profits through a compelling market positioning and plan for new and existing clients.
4. how to take action!

Speaker Biography
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.

AGM Agenda
- 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 julie.calvert@pavis.co.uk 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.