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Social Media workshop for IFAs and Financial Planners - Manchester. Sign up now!

Social Media for IFAs - Cutting through the Hype.  Why it’s important in a post RDR world, what works, what doesn’t work and mistakes to avoid

Following popular and successful workshops in London, we’re delighted to be bringing our acclaimed Social Media workshop for IFAs to financial advice professionals in the North West of England. 

 

“We’ve been watching IFAs who are using Social Media in their business since 2004.  And, we’ve coached many IFAs in how to leverage the technology as part of their marketing, communications and relationship strategies."

"Throughout this time, we’ve spotted a group of IFAs who really have ‘got it’ and where the technology is successfully helping to make a difference in their businesses."

"Those IFAs do three things consistently well online – and when you attend our workshop in Manchester on 21st November, we’ll reveal what those three things are so that you can benefit too.  

Philip Calvert, Founder of IFA Life

 

The venue is the popular Hilton Manchester Airport Hotel - it's easy to get to, and for workshop delegates on the day there is free parking.  A complimentary bus is also available from Manchester airport.  Refreshments will be available free throughout the day.  Hotel details and map are here.

 

Time and Date:

Monday 21st November 2011

09.00am  Arrive, coffee and networking
09.30am Prompt start
4.30pm  Finish and networking in the bar 

An important note about timing: 

We always start our workshops on time.  To be fair to everyone and to ensure that there is sufficient time to cover all the material thoroughly in this workshop, when we say we will start promptly at 09.30am we will do just that.  From experience, we know that delegates always appreciate and understand this.  Thank you.

 

What IFAs have been saying:

“Phil’s presentation opened my eyes to the importance of what is happening in the social media world in relation to businesses and how important it is moving forward."

"As IFAs, we had no real awareness of the potential it offers to communicate effectively, or the urgent need to establish and implement an effective marketing and communication strategy.  We highly recommend that IFAs attend this workshop.” 

Andrew Tyler, Managing Director, Cullen Financial Planning Limited, Stockport

 

"The social media workshop facilitated by Phil Calvert of IFA Life has made me realise the vast opportunities that exist in this medium – I previously resisted social media but after the workshop I now appreciate that it is for all segments of my client bank and I am now a fully paid up member of LinkedIn, Twitter and Facebook – embrace the technology and share your knowledge – it is the best marketing tool you will ever use."

Paul McMullan APFS Cert (Comp), Compliance Director.  Pension & Financial Consultants Limited, Belfast

 

Your Host for this special workshop

Philip Calvert is the founder of IFA Life.  He is recognised throughout the financial services industry as a leading commentator, speaker and writer on Social Media, and was recently highlighted within the Top 50 Poll of those Most Influential on Financial Advisers.

Audiences at his acclaimed presentations on Social Media have included senior Directors from Hitachi, the Eden Project, Estee Lauder, Crossrail, Blockbuster Video, DVLA, The Royal College of Surgeons, the DTI, Del Monte, Oracle, River Island, Scottish & Newcastle, BUPA, Zurich, The Royal Institution of Chartered Surveyors, France Telecom, BP, University of London, the British Medical Association, National Express, Oxfam, Ford, George Wimpey, Domino's Pizza Group, HM Prison Service, Littlewoods Gaming, Fullers, the Food Standards Agency, the Independent Police Complaints Commission, Miele and John Lewis.  Philip has also been a speaker at Oxford University on how business people can increase sales through better online communications through social networking websites.

Whilst a search on Google reveals literally thousands of Social Media experts, Philip is one of a very small handful of people who actually runs a thriving social networking website.  His experience, insight and enthusiasm bring a unique ‘behind the scenes' view on how IFAs can build their brand and attract new clients through the Internet.

 

Who should attend this workshop?

Any IFA, Financial Planner or IFA business owner who believes that the Internet has a part to play in how the value of independent financial advice is communicated to consumers, clients and professional introducers.

 

Who should NOT attend this event?

Any IFA who thinks they can’t learn anything else about how to use the Internet!  Or any IFA who is unable to accept that Social Media and the Internet will ever impact how people find and communicate with financial advice professionals.

 

What we will cover at this event:

  • What’s the big deal about Social Media – just why is this important for IFAs to master?
  • The truth about Social Media and IFAs – what really works, what doesn’t and insider tips
  • Who is using Social Media – surely not IFAs’ clients?

  • How to build and enhance your IFA brand locally and/or nationally through Social Media
  • Social Media and Compliance – what you can and cannot do
  • How to use social media to improve your website rankings in Google

  • How to attract professional connections hrough Social Media
  • How to build Community around your IFA brand
  • Is Twitter a viable marketing and communication tool – or just a time-wasting fad?

  • 70% of IFAs are on LinkedIn, but most have no idea why.  Discover amazing tips and insights to help you truly leverage this important business tool
  • How to use Social Media to attract more of the right people to your website
  • How to use Social Media to convert website visitors into clients

  • Spotlight on the IFAs who are using Social Media well - three things they all do (and what they don’t do)
  • Common mistakes that many IFAs are making online
  • Measuring return on your Social Media activities

  • How do I find the time to use it?
  • The single most important (free) tool that all IFAs should be using
  • How to coordinate your Social Media activities with you traditional offline marketing activities
     
  • and much more

 
If you think this is a lot - you're right!  We hate seminars and workshops that don't live up to their promises - and so this event is packed with practical and solid content that is proven to work.



A message from Philip Calvert – How will this event be different?

"It feels as though there are Social Media workshops taking place every day.  It’s the ‘flavour of the month’ and trainers and consultants everywhere are jumping on the bandwagon.  This workshop is different in that:

  • It is focused entirely on the specific needs of IFAs and Financial Planners
  • It is presented by someone who has over 30 years experience of working closely with IFA firms throughout the UK
  • It is presented by someone who has been making his living from Social Media since 2004 and who runs a thriving social networking website"

 

Your investment/guarantee:

The full price of this workshop is £225 plus VAT.  For those booking immediately, your ticket is discounted to only £137 plus VAT.  This includes lunch and refreshments throughout the day – plus 6 months follow up advice and help by email personally from Philip Calvert.

And unlike many workshops of this type, you won’t leave with theoretical fluff - every IFA attendee will leave with a personalised plan of action and with clear direction as to what you’ve got to do next and how.

Sign up now

 

 

Our guarantee to you:

If you’re not completely satisfied with the material presented at this event, we will refund your money in full – no questions asked.  We can't say fairer than that.

 


Miss this event at your own risk!


Ask any of the hundreds of people who have already attended one of Philip’s events, and they'll tell you that this workshop is worth many, many times the ticket price.    These workshops always sell out early, so don't miss out.

A lot of Social Media seminars give you a lot of theory and fluff. This event will have none of that - just highly relevant, immediately useable, easy-to-implement content. No theory - just practical, useable ideas that work.


Reserve your seat now 

 

Questions before you sign-up?

Call Philip Calvert's direct line: +44 (0)1483 548 666 or mobile +44 (0)7773 359 619 or send an email to philip[AT]ifalife.com

 

Sincerely  

PHILIP CALVERT

 

Please click here to retweet this on Twitter

 

 

 

Author: Philip Calvert
Posted: Wednesday, October 19, 2011 | 3:02:39 PM


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