Financial Services Marketing Conference

Live In-Person Marketing Conference – 1st October 2020

Includes Live Virtual Conference 26th & 27th March 2020

Financial Services Marketing Conference

Would you like to be less dependent on buying leads and running ad campaigns that don’t always work?

The solution is to learn how to build a brand that cuts through the noise and starts attracting your ideal customers.

The Financial Services Brand Accelerator is a live conference that will take you through some of the steps needed to advertise your own business, without wasting your time and money.

It’s specifically designed for those financial services professionals looking to grow their business without relying on referrals, introducers and buying leads.

Financial Services Marketing Conference

Virtual E-Conference Agenda – Day 1  – 26th March 2020

Live in a private pop-up Facebook Group. Each speaker is session is 30-minutes with 30mins at the end for Q&A.

Financial Services Marketing Conference

Alex will explain what’s coming and run through an exercise you can do to relate your client’s problems to everyday situations.

Financial Services Marketing Conference

About Martin

Martin is the co-founder of Jammy Digital, a WordPress web design agency in the UK.

Martin, along with his wife Lyndsay, help small business owners to create high-performing websites that drive leads and sales.

As well as building websites, Martin also runs a membership where he teaches people how to build their own highly successful website.

Website: https://jammydigital.com/

About The Session

Learn what makes a high performing website that produces more leads and sales

Financial Services Marketing Conference

About Louise

Louise is a LinkedIn expert, training business owners and entrepreneurs how to use LinkedIn to find more clients and win more business.

Website: https://socialbeeni.com/

About This Session

With only 1% of users actually posting content on LinkedIn, this is a great opportunity to establish yourself as an expert in your field. But what type of content do you share on LinkedIn? And how can you get engagement?

Financial Services Marketing Conference

About Paul

Paul Lacey is a veteran WordPress designer, developer & e-strategist. He is also the co-founder of DickieBirds Studio where he leads the creation of responsive websites for Businesses, Agencies & Brands. Paul is a regular guest on leading WordPress & industry Podcast shows.
Website: dickiebirds.studio

About This Session

User experience personalisation is the process of presenting a unique and tailored experience to a website visitor, based on things you already know about that visitor. For example, where did they arrive from, what pages have they visited before or on this session… are they a return visitor – and so on.

In this talk, I’ll show you a simple everyday scenarios where this can be used to give the user a more streamlined and helpful experience, and improve conversions for your website.

The big brands have been doing this for some time, and now we can too even for the simplest and smallest of websites.

Financial Services Marketing Conference

About Catherine

Catherine Morgan is a multi-award-winning qualified financial planner and money coach, on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon (and no suits!).

She is the founder of The Money Panel and The Money Circle ®
In 2018 and 2019, she was nominated as a Finalist for 3 Awards in the Women In Financial Services Awards and in 2019 she won a Highly commended award for ‘Role Model of the year’ 2019. In 2018 and again in 2019, her Money podcast was nominated as a finalist for UK Money Blogger SHOMO award for Best Money Podcast… this is now an official Podcast called ‘In Her Financial Shoes’ on iTunes & Spotify with 35k downloads. She has been featured in Forbes, The Telegraph, Stylist, Good Housekeeping, Closer, The Daily Mail and Huffington Post. She also is a Co-author for an Amazon best-selling book, ‘The Woman I’m becoming,” inspiring teenage girls as they approach life’s challenges and crossroads.

In 2019 Catherine has joined as a Director for the Executive of, ‘Initiative for Financial Wellbeing.’ The initiative is to bring people together under the umbrella of money and happiness, to help clients to become happier not just wealthier.

One thing Catherine is passionate about is getting people talking about money. Money can be a very isolating subject; someone might have had a bad experience that’s left them fearful about money, so they bury their head and don’t deal with it. Someone might feel ashamed or embarrassed that they’ve got themselves into a difficult financial situation. Catherine regularly produces video content in her community in her pj’s to get others to relax around the taboo subject of money!”I’m on a real mission to encourage women to address those taboo subjects around money and explore the emotional and practical sides of money. Manage the emotion, manage the money.”
Website: https://www.themoneypanel.co.uk

About This Session

How to do a facebook live (step by step)
How to get maximum your visibility to attract leads
How to structure your content in 3 easy steps
Why your story matters

Financial Services Marketing Conference

About Adam

Adam King is “The Captain of The Ship” at Growth Marketing Consultancy Think Like a Fish, where he helps Service Firms simplify their business development using a simple, focused method for standing out in a crowded marketplace, booking appointments and winning high-value clients.

He’s also the Host of The Client Catching Podcast, where he shares a tonne of marketing strategies, ideas and tips, as well as interviewing successful business leaders, entrepreneurs and marketing experts to find out how they consistently catch “Big Fish” clients, so you can too!
Website: https://www.thinklikeafish.co.uk/

About This Session

Clients stories are one of the best marketing tools almost every business doesn’t use effectively.

So I’ll talk about how to capture and share happy client stories that sell using video (even when your client isn’t available in person for a video shoot, doesn’t want to appear on video and done in a way that won’t upset your compliance department!) and how to use these to generate new leads and referrals.

About Ash

Personal Branding Specialist helping businesses and individuals stand out from the crowd by using personal branding, content creation training & social media strategy.

About This Session

What is a personal brand and how can you build one that everyone sees.

Financial Services Marketing Conference

About Roger

Roger helps people keep their marketing simple in a world where business bullshit and complexity threatens to stifle success.

An experienced marketing professional helping businesses with their marketing strategy, content, and social media, Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before getting out of all that and starting his own consultancy.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator and podcaster, and as a speaker. He’s the host of the popular and award-winning Marketing and Finance Podcast.

As a qualified yoga and exercise teacher, Roger has also been known to ask his clients to take off their ties and put on their trainers, taking their fitness, as well as their marketing, to the next level.

About This Session

Hard-hitting story-driven presentation structure.

Financial Services Marketing Conference

About Philip

Philip VanDusen, is the owner of Verhaal Brand Design a brand strategy, design and marketing agency based in New Jersey, USA, which helps entrepreneurs and small-to-medium sized businesses build powerful, and profitable businesses.

As a thought leader, Philip shares his expertise in marketing, design and entrepreneurship on his YouTube channel to his 200k subscribers and in Brand•Muse, the top branding industry newsletter. Philip also hosts the Brand Design Masters podcast where he and his accomplished guests share perspectives, resources and methods to help you build bullet-proof businesses and personal brands.

Previously, Philip served as a VP of Design for PepsiCo, VP of Design at Old Navy and Executive Creative Director at the iconic branding firm Landor Associates. Past clients include P&G, Kraft Foods, Coca-Cola, Merck, Petsmart, Safeway, Chevron, Levi’s Strauss & Co., Microsoft, Campbell’s and Johnson & Johnson among dozens of others.

About This Session

In industries where everyone looks the same and is selling the same products, design can play a major role in creating memorable differentiation between you and your competition. Discover how you can leverage brand design and strategy to help make your brand be recognized, remembered and revered.

Financial Services Marketing Conference

About Lauren

Many people are intimidated and frustrated by trying to bring their personal brand to life through Social Media, Live Events, and Public Relations.

Lauren Davis lives near Chicago, Illinois and works with people over the world to overcome their personal branding discontent and grow their presence so that they can focus on sales, exposure, leadership and community impact through her marketing consultancy Lauren Davis Creative and her podcast, the Business Event Playbook.

In publications since 2010… Lauren V Davis has been named as one of the “20 People You Should Know,” a “Person to Watch,” and a “Face of Tourism,” in the midwest, as well as being recognized as an “Up-Next Future Leader.” Lauren has received US Senate recognition for her passionate dedication to helping businesses succeed.

Lauren’s expert social media advice has been featured in articles by Huffington Post, Readers Digest, as well as over a dozen podcast episodes including Build Your Network with Travis Chappell (Top 25 Business Category Podcast) and Brand You Podcast with Mike Kim (#1 Personal Branding Category Podcast on iTunes.)

When she is not running her two businesses in Rockford Illinois, (the other––a brick & mortar vinyl record store) she is traveling the globe learning and networking at conferences and workshops to better serve her clients with that knowledge.

Lauren’s natural and undying passion revolves around seeing people and organizations that “do-good” succeed.

About This Session

I hear this a lot, “I know I should be on Instagram but I just don’t know what to post!” In this session I will walk you through exactly what the Instagram Algorithm loves, and help you create your next 12+ interesting posts that your followers care about and that will attract new people to your page!

Virtual E-Conference Agenda – Day 2  – 27th March 2020

Live in a private pop-up Facebook Group. Each speaker is session is 30-minutes with 30mins at the end for Q&A.

Financial Services Marketing Conference

Alex will explain what’s coming and run through the things that we’re focussing on for our clients and what’s working and will work post c-bomb.

Financial Services Marketing Conference

About Alex Kerr

My name is Alex Kerr, I’m a super hyped, caffeine-fueled Mortgage Broker and YouTuber! My passion is helping first-time buyers with their mortgage and business owners accelerate their business with on-line media.

YouTube Channel: https://www.youtube.com/channel/UCqCrUkA5ZvwPnw4NEuot4hQ

About The Session

How to set up a YouTube Studio correctly, with a focus on lighting.

About This Session

Leveraging YouTube to be THE leading authority in your market.

Financial Services Marketing Conference

About Jamie

I help companies generate high value leads + sales through LinkedIn.
Website: https://capaldimarketing.com/

About This Session

In this session we will discuss strategies for proactively creating and finding sales opportunities on LinkedIn rather than sitting and waiting for them to come to you.

Financial Services Marketing Conference

About Luke

Luke Sherran is a YouTube marketing specialist, originally coming from a digital agency background in web design and SEO, he is used to working with big brands and global names. In 2009 he started his own business, applying big brand strategies to SME budgets. As the digital marketing landscape expanded he returned to his first love of video.

The company now specialises in YouTube video marketing, and they have worked with clients from a consultancy and strategy basis, through to hands-on content creation. He has witnessed firsthand the profound impact that video can have on businesses large and small and now travels around the world attending specialist video marketing conferences and spreading the word on the power of video.

Luke has been a speaker at conferences such as BrightonSEO, where he also ran the YouTube SEO workshop for the last two years. He also runs his own personal YouTube channel which has gained millions of organic views using the principals and strategies he recommends.

Website: https://www.falkondigital.com/

About This Session

How you can improve the performance of your website and your digital marketing using video. With the right video strategy and execution, you can improve key metrics at every stage of the customer journey. This session covers not only how you can use video, but also real-world practical implementation advice that you can do in-house without a high-end production company.

Financial Services Marketing Conference

About Pete

Pete is a Digital Agency Owner and Digital Entrepreneur. He helps businesses identify their goals online and deliver the strategy they need to reach them.
Website: https://www.peteeveritt.com/

About This Session

Making SEO a habitual part of your process. Understanding the big picture, some of the technicalities, and keeping yourself unique so that you can capture leads and take them on a journey to customers.

Financial Services Marketing Conference

About Ian

Ian is the founder of the Confident Live Marketing Academy and is the host of the Confident Live Marketing Podcast. He helps entrepreneurs to level up their impact, authority and profits by using live video confidently. He’s founder of Seriously Social – a blog focused on live video and social media tools. He’s an international speaker, trainer, teacher and consultant. He has a passion for making the techno-babble of live video and social media marketing easy to understand. As well as being a geek, husband, and dad to two kids, Ian is also a professional singer and lives near Manchester in the UK.

About Ian

Want to reach and engage with a wider audience? To you want to level up your impact and authority online? To demonstrate your expertise and increase your leads and sales?
In this presentation, confident live video coach, Ian Anderson Gray, will share what you need to broadcast live and produce an engaging live video. He’ll share how to gain confidence and to break down the barriers of…
– Live video camera fear
– Live video tech and gear
– Live video content marketing sphere

Highlights From 2019

We launched the FSBA conference in October 2019 and sold out! The feedback has been incredible.

Watch the highlights to see what you can expect at out next event.

October 1st 2020 Confirmed Speakers

Financial Services Marketing Conference

Ian Anderson Gray

Helps entrepreneurs level up their impact, authority & profits by using live video confidently.

Financial Services Marketing Conference

Dan Knowlton

Help Marketing teams and business owners deliver Creative Digital & Social Media Marketing Campaigns that outperform traditional Marketing.

Financial Services Marketing Conference

Tom Martin

Running the YouTube channels of some of the world’s biggest TV brands, for some of the world’s largest media companies.

Financial Services Marketing Conference

Alex Curtis

Founder of The Lead Engine who specialises in lead generation for financial services businesses.

Chance To Win £700 Worth Of Kit!

Thanks to Market Harborough Building Society we are giving away a Canon M50 Vlogging Kit!

A cracking camera (the same one we use at The Lead Engine).

There will be a competition on the day with more details to follow.

Sponsored by:

Financial Services Marketing Conference

The Venue

Brightfield Business Hub, Conference Room, Bakewell Road, Orton Southgate, Peterborough, PE2 6XU

Plenty of on-site free parking at front and rear of the building.

Financial Services Marketing Conference

FAQ

Every attendee must be registered and have purchased a ticket. Please ensure you’ve purchased the right amount of tickets for your party.

There are a few spaces at the front of the building if you are early. There is also a huge car park at the rear of the building.

Absolutely, complimentary guest wifi.

Yes lots of snacks and lunch is provided.

Unfortunately not, unless you are a current client of The Lead Engine LTD.

Sales are final. If you can no longer attend, you are able to sell your ticket to a friend and inform us of the name change.