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Book a
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Standing out in a crowd

How to differentiate your advice service
with an outstanding brand

Every time you are in front of your clients (whether face to face or through technology) you need to think, does this represent your business as well as you’d like? 

To understand the importance and power of branding, and embrace technology to help reinforce your own brand and values, join us for AdviserTech LIVE #6. We’ve invited a range of speakers from across the technology industry to help you develop and deploy your brand with your clients. 


It's crucial for advice firms to understand the importance and power of branding, and they embrace technology to help them to reinforce their own brand, and their own values. Afterall, it is the advice firms that own the trusted relationship with their clients. Why would advisers want to risk their reputation by putting a substandard solution from a third party technology supplier infront of their clients, when market leading technology is available to fully white label under their own brand?

For AdviserTech LIVE #6, we’ve invited a range of speakers that help advisers to develop and deploy their brand online. Join us to learn how advice firms can complement their own brand and values by white labelling market leading services and software, and how these firms can support them to develop their service fully under their own brand!

Speakers include:

Introduction - 14:30 - 14:40
Lee Robertson CEO and Founder Session facilitated by Lee Robertson Read more
If the past 18 months has taught us anything it’s that your online presence is more than just your website alone; Zoom calls, the platforms you use, reporting software, your client portal, your social media channels, your visual identity and values... Your clients and prospects are judging you via every interaction they have online with you, and each interaction is perceived as a reflection of your brand and values.

Your website, client portal, back office system, reporting tools, social media profiles, your investment platforms… Every time you put a different piece of tech infront of your clients you need to think, does this represent your business as you’d expect? Would your clients value it more if it was delivered under YOUR brand?
Speed Sessions - 14:40 - 15:40
Abbie Knight CEO and Founder Marketing in the age of disruption Read more
Sim Sangha Business Development Director Portal personalisation is paramount Read more
Anna Plotnek Managing Director Practical tips for building your brand online Read more
Dan Marsh Head of Customer Taking control of the platform experience Read more
Rebecca McMurry Manager, Enterprise Accounts Brand & Deliver: How to drive growth with scroll-stopping marketing Read more
Chris Edmeades Managing Director How own branded funds can support your investement proposition Read more
Q&A Session & Close - 15:40 - 16:00
Lee Robertson CEO and Founder Session facilitated by Lee Robertson Read more
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