Financial Services Marketing Conference

3 Practical Workshops & 2 Keynote Speakers

Wednesday 9th October 2019, Peterborough. 8am – 4:30pm

Who Is It For?

Mortgage Brokers

Protection Advisors


Equity Release Advisors

Financial Planners

Car Finance Brokers

Owners & Directors

Marketing Managers & Execs

If you want to generate more leads for your financial services business without relying on introducers, this event is for you.

Feedback From Our Last Event


Financial Services Marketing Conference

Roger helps people keep their marketing simple in a world where business BS 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 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.

Financial Services Marketing Conference

Katie Hart has created a career out of bringing together psychology and
marketing, two disciplines which compliment each other, but are rarely used to their full potential.

She brings over 27 years of psychological knowledge to her keynote speeches
and workshops, providing delegates with insights and methods which
significantly improve their enjoyment, their recall and their success.
As a Fellow of the Chartered Institute of Marketing, Katie is a tutor for the world renowned Cambridge Marketing College, specialising in Customer Experience.

Katie is a natural presenter – her style is engaging, informal, memorable and fun. As a member of the Professional Speakers Association, she has delivered sessions for small and large groups, within a wide range of corporate settings, a number of schools and even as part of an ongoing
programme within prisons.

She is currently studying for a Masters in Applied Neuroscience with King’s College London.

Her sessions promise that you will enjoy and learn from them, whilst providing you with practical tips you can implement straight away.

Financial Services Marketing Conference

Louise works with businesses and entrepreneurs to help them understand and use online marketing to really boost their business.

Louise has been working with businesses since 2012, from one-to-one coaching, speaking, workshops and bespoke training.

Clients include Invest NI, the Bar of NI, the Law Society of NI, local accountancy, solicitor and dental firms as well as entrepreneurs, charities and social enterprises.

Financial Services Marketing Conference

Owner/Founder of The Lead Engine and host of the ‘Lead Generation For Financial Services’ Podcast.

“Our branding document is the anchor for all our marketing.

It makes it super easy for us to create new content because we know exactly who we are and who our ideal customer is.

We know how to get the message across in our own unique style.

In this workshop, you’ll be creating your own branding document so it becomes easy for you too.”