Financial Services Marketing Conference

Practical Marketing Workshops & Presentations

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

Financial Services Marketing Masterclass

Would you love to know how to get people coming to you for financial advice?

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 marketing masterclass that will take you through 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.

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.


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.

A Personal Message From Roger

Hear from Roger what you can expect from his closing keynote presentation

Find Out More About Roger

Hear Alex from The Lead Engine interview Roger on The Lead Generation For Financial Services Podcast.

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

“People buy from people” never more is this statement true than in dealing with the financial services industry – where building trust in individuals to impart knowledge and products, in return for investment of peoples hard earned cash. Relationships built on understanding, trust and expertise. However it is not always easy to build relationships, close sales and obtain repeat business with personality differences.

Using MBTI can support you to develop your sales skills to find ways around interpersonal barriers, reducing conflict, increasing your chances for collaboration, understanding your customer better to develop long term win win relationships and most importantly repeat sales.

The Myers Briggs Type Indicator (MBTI) tool is globally the most widely used psychological type indicator and has numerous applications across team building, group working and in the sales environment.

The purpose of the Myers-Briggs Type Indicator® (MBTI®) personality inventory is to make the theory of psychological types described by C. G. Jung understandable and useful in people’s lives. The essence of the theory is that much seemingly random variation in the behavior is actually quite orderly and consistent, being due to basic differences in the ways individuals prefer to use their perception and judgment.

Its aim is to allow individuals to understand both themselves and others better so that they can flex their style to allow better/ more effective communications.

The objectives of the MBTI sales workshop will be;

  • To provide a basic introduction to MBTI
  • To provide a brief overview to identify your own MBTI profile
  • To provide an introduction to MBTI and its role in sales within your business

Andraya Spencer is a Loughborough University graduate with nearly 20 years experience in learning and development, talent management and human resources.

Starting out in recruitment agencies before moving into global business consultancy with Accenture, Andraya went on to become a retail industry specialist working in the head office of numerous retail brands including John Lewis, Debenhams, House of Fraser, Morrisons, River Island, Mothercare, ELC, Boots, Monsoon, New Look, Arcadia Group, Home Sense and TK Maxx to name a few!

A qualified MBTI practitioner she enjoys supporting individuals to understand the benefits of finding out their own and other individuals profiles for harmonious communication.

Andraya now spends her time as a freelancer in a variety of ways aside from running a business, including strategic toddler management, drinking plenty of wine, delivering courses and coaching in SME’s supporting individual and team development whilst trying to remember to drink more water and stop watching Love Island (Only viewed for the psychological analysis of course).

Financial Services Marketing Conference

May King Tsang is a professional Live Tweeter helping conferences, festivals and workshops to trend with their respective hashtags for nearly 10 years.

May King has also been interviewing businesses since 2017 through her #ShiningTheSpotlight series on Periscope (Twitter Live) and Instagram (IGTV).

Through her Live Tweeting and journalistic interviewing along with her prolific posting of branded content for clients, May King is the original FOMO* Creator and Social Media Correspondent: Recreating the excitement of a festival, conference or workshop onto Twitter, Facebook, Instagram and/or LinkedIn.

*Fear of Missing Out.

Hear May King Tsang on the lead generation for financial services podcast:

Your event ticket also comes with free access to our online training academy – “The Lead School”

Practical tutorials on how to market your financial services business, how to run Facebook ads, improve your website, social media and SEO.

We’ll send you a registration link once you have bought your ticket. You’ll get free access up until the event.

Your ticket includes:

A full day with breakfast, lunch and refreshments
Access to all workshops and presentations
Membership to The Lead School’s online tutorials to help you continue your learning
Watch back presentations and recordings from the event

Feedback From Our Last Event


08:00 – 09:00

Registration in Reception & Breakfast in the Courtyard Cafe

09:00 – 09:15

Make your way to the Conference room

09:15 – 09:45

Why growing your brand is so important.

Speaker: Alex Curtis

09:45 – 10:15

Gender Marketing

Speaker: Katie Hart

10:15 – 10:30

Coffee break and networking

10:30 – 11:30

Linkedin Workshop – Have your phones and laptops ready because this is very hands on

Speaker: Louise Brogan

11:30 – 12:00

How to create FOMO for your own business at a live event

Speaker: May King Tsang

12:00 – 13:00


13:00 – 14:30

MBTI Workshop

Speaker: Andraya Spencer

14:30 – 14:45

Coffee Break & Networking

14:45 – 15:15

A panel discussion with real brokers who have been growing their brand on Social Media. Ask them anything, have your questions ready

Panel: Ash Borland, Alex Kerr and Jim Smyth

15:15 – 15:30

How we are supporting you until our next event in March – more info about “The Lead School”. Continued free access to the online tutorials until March 2020.

Speaker: Alex Curtis

15:30 – 16:00

Closing Keynote: Join the fight against complexity in Marketing

Speaker: Roger Edwards