Expert Speaker Series – Asset management marketing: an adviser view

Marketing to UK financial advisers is no easy task and in the current competitive environment, service providers are under heightened pressure to demonstrate their value. Yet despite these challenges, there are many ways service providers can differentiate their business and earn advisers’ trust.

  • 19 December
    1 hour, 08:30 AM - 09:30 AM
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Description

In our next Expert Speaker Series hear first-hand from Stephanie Bone and Petronella West:
  • In a Q&A session, ways in which you can create marketing that is responsive to financial advisers' needs. There will be an opportunity for you to ask questions
  • Some of the marketing trends that Square Mile have found from the marketing relationships they have built with their adviser clients

 

 

Petronella West, CEO, Investment Quorum

 

Petronella focuses on providing personalised financial planning and investment solutions.
Petronella says the fun starts when, based on the close relationship of trust, she can start solving what her client perceives as a problem.
Petronella wants her clients to experience amazing and excellent service and feel inspired by the journey Petronella sets them on, exceeding expectations and promoting success.
Outside of the office Petronella is heavily involved in Charity work, specifically working with Sierra Leone based charity, Street Child.

 

Stephanie Bone, Head of Marketing, Square Mile

 

Steph is responsible for building the marketing strategy for Square Mile and implementing this with her team across a number of areas including digital, PR, literature and video. Steph works with our clients, supporting them in their marketing plans, as well as developing bespoke marketing to suit their needs. Prior to joining, Steph was Marketing Manager at Cazenove Capital, and before this Marketing Manager at BlackRock. Steph holds a BA (Hons) first class degree in Marketing from the University of Portsmouth.

 

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