6 Strategies for Enhancing Financial Wellbeing in New Markets: Introducing the Financial Adviser New Markets Programme
Begins 11th September 2024
Are you a financial adviser looking to expand your reach and tap into the wider mass market?
Traditional one-on-one financial planning usually focuses on moderate to higher-net-worth clients, yet millions of less affluent consumers could benefit from the expertise that professional financial advisers offer. For a variety of reasons many financial advisers aren't able or don't wish to work with people outside their preferred market, but are increasingly looking for opportunities to 'spread their wings' and support a wider community of consumers.
So what if there was a way to share and leverage your expertise as an adviser to serve a broader audience, without compromising your current proposition and client relationships?
Our upcoming three part training event will introduce you to 6 innovative strategies and scalable solutions that allow you to do just that. When you join us you'll:
Join us to unlock untapped opportunities and expand your proposition into new markets.
Your Financial Adviser New Markets programme is in three parts, and will show you in detail how to complement your current proposition or create a completely new one in the non regulated space.
Each session is held over Zoom. You can attend live and will also receive a video recording, separate audio for listening on the move, a session summary and a full transcript. A recordings only option is also available.
Session One:
75 minutes
Uncover the hidden potential of a largely untapped market by financial advisers. Discover how leveraging 6 simple yet innovative strategies can benefit both you and your clients in ways you might not have considered before.
Session Two:
120 minutes
In session two you'll dive deep into the process of designing, structuring and building your market proposition. You'll explore a methodology which is proven to attract clients along with the tools and techniques needed to bring it to life.
Session Three:
90 minutes
Learn how to find, attract and engage with your new audience, and turn interest into lasting connections. You'll also discover how to build momentum and sustain a thriving presence on autopilot in this new market.
Like most financial advisers, you've built your service around providing tailored, high-quality advice to a select group of clients. However, the financial landscape is evolving and many advisers are actively looking at opportunities to carefully expand their reach into a broader marketplace.
Embracing this wider audience can diversify your revenue streams and solidify your reputation as a versatile and forward-thinking adviser. While it’s natural to be cautious about reaching into a different marketplace, the potential benefits can be substantial and can be achieved without compromising your current client relationships.
One of the primary advantages is scalability. By leveraging technology, you can share your expertise with a much larger audience but without a proportional increase in workload. This approach can enhance your brand visibility, position you as a thought leader and lead to new business opportunities and referrals from a more diverse client base.
Expanding into a broader market can be done strategically, cost-effectively and with automation, creating additional income through scalable educational services that are outside the regulatory regime.
Help more consumers to improve their financial wellbeing.
Create new revenue streams through new approaches to new marketplaces.
Increase your brand presence and establish yourself as a thought leader.
"I feel that I have expertise to share with a wider audience - is that realistically possible?"
Many IFAs are privately telling us that they would like to explore what's possible but aren't sure how to get started. Our New Markets programme will highlight the opportunity and teach you step-by-step how to go about it.
"Can embracing a wider market be profitable?"
The New Markets programme will reveal several different strategies that you can adopt, including the pros and cons of each. Some take more effort and commitment than others, but we'll be clear about where the profits lie for different approaches.
"Can expanding into a broader market provide a sustainable income stream?"
Yes, absolutely - though it's vital that you have a clear strategy and plan. We will be sharing a variety of different options to consider along with 6 specific examples.
"How can I ensure that my new services are seen as credible and trustworthy?"
Even in a new market, you will be able to leverage your existing credibility, experience, qualifications and expertise. You will be able to highlight your professional background, certifications and years of experience as an adviser - plus testimonials and success stories from your current clients to showcase your proven track record and high standards.
"Is this an 'all or nothing' strategy?"
No. Most advisers are telling us that for a variety of different reasons they want to firstly examine what's possible from this approach. The beauty of broadening your marketplace is that you can put a toe in the water to see what's right for you before diving deeper.
"What are the most effective marketing strategies for reaching a broader audience?"
This is a key part of making any new approach work for you, and Part 3 of the programme will be going into this in detail.
"How can I balance my current client workload with the new services?"
Good question! We aren't anticipating that every attendee is going to 'give up the day job.' The course is designed to inform you about what's possible and how to bring new services to life. You will gain the knowledge and tools to make informed decisions on how to proceed further, whether you choose to implement changes immediately or at a later stage. This approach ensures you can explore new opportunities while maintaining your existing client commitments.
"What are the course dates and times?"
All live sessions begin at 9.30am
Choose your option and join us below...
Your investment
Philip Calvert has been working with financial advice professionals for 46 years and has presented on marketing, lead generation, technology and business development to over 1 million financial services delegates worldwide.
He is the founder of LifeTalk and the author of numerous books for advisers - including the acclaimed 56 New Income Streams for Financial Advisers - How to Turn your Financial Planning Expertise and Experience into Profitable Information Products for the Digital Age.
"Phil, I hope you never lose sight of the fact of just how valuable you are to IFAs. Your knowledge, experience and delivery are first class. You are one of the most highly respected influencers in our profession - please keep on keeping on."
Mike LeGassick, Lifestyle Financial Planner & Behavioural Investment Coach
If you have a question before you book your place, please don't hesitate to contact Philip.
In terms of your overall rating for your presentation, 100% of delegates said it met or exceeded their expectations.
— Institute of Financial Planning
I've been fortunate to work with many world class organisations as a trainer or speaker at their conferences and events. Whilst financial services predominates, clients come from a range of different industries and professions. Presentations are available in person or online.
Alexander Forbes Conference, South Africa
INN8, South Africa
Digital Marketing Forum Cyprus
InRetail Congress, Lisbon
MGI European Area Meeting, Berlin
Asia Seminar Suntec, Singapore
Indian Association of Tour Operators Conference, India
Asia Pacific Financial Planning Conference, Singapore
Manulife Singapore Top Sales Performers, Prague
PIMS & PIMS International Conferences
Professional Insurance Brokers Association Conference, Dublin
Excellence in Contact Centre & Customer Interaction Summit, Barcelona
Master Events LinkedIn Masterclasses, Bulgaria
Pfizer Social Media Training, Germany
Rabo Bank, New York
University of Oxford
University of Cambridge
Institute of Financial Planning
Council of Mortgage Lenders
Academy for Chief Executives
MD2MD Business Leaders Peer Group
Openwork Chartered Status Peer Group
AstraZenecca
BioGaia
Novartis
Fiat
Volvo
Maserati
Santander
Scottish Widows
Standard Life
Schroders Personal Wealth
GAM Roadshows
AI In Financial Advice Conference
British Promotional Merchandise Association conference
Chase de Vere Annual Conference
Positive Solutions Regional Conferences
CAERUS Annual Conference
Intrinsic Annual Conference
Personal Finance Society
Nucleus Wrap
Air Academy Masterclasses
Intelliflo
GAM Roadshows
BNY Mellon
Canon UK
St James's Place
Gunnebo Group
St John's School Leatherhead Sixth Form
St Peter's School Guildford Sixth Form
...and multiple small financial advice firms.
Business StartUp Show
Investment and Life Assurance Group
AXA Wealth Training
More 2 Life Symposia
Guardian Wealth Management Conference
Social Media in Pharma Conference
Social Media in Financial Services Conference
Social Media Week London
Institute of Sales & Marketing Management Conference
Women Adviser and Broker Group
MDRT (Million Dollar Round Table)
IoD Young Directors Forum
Self Storage Association Conference
Fleet News Industry Leaders Club
The Catering Forum
Essex Business Show
SightCare Annual Conference
Automotive Management Digital Dealer Conference
Future of Distribution in Financial Services
Trade Secret Management Conference
IT Directors Forum
Empowering Advice Through Technology Conferences 2022/2023
Marketing Edge - THE Marketing Newsletter for Financial Advisers
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