AdviserTech LIVE 6 - The Importance of Branding

For AdviserTech LIVE #6, we invited a range of speakers that help advisers to develop and deploy their brand online. The 6 sessions help advisers to learn how their 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! Hear from:

• Abbie Knight  - Marketing in the age of disruption
  • ask@abbieknight.co.uk
• moneyinfo  - Portal personalisation is paramount
  • sim.sangha@moneyinfo.com
• SECCL  - Taking control of the platform experience
  • daniel.marsh@seccl.tech
    
• PLOTT Creative  - Practical tips for building your brand online
  • anna@plottcreative.co.uk
• AdvisorStream  - Brand & Deliver: How to drive growth with scroll-stopping marketing
  • rebecca.mcmurry@advisorstream.com
• Minerva DFM Services  - How own branded funds can support your investment proposition
  • chris.edmeades@minerva-mc.com

Watch the speed sessions from October 2021 to learn how to select and implement the right technologies designed to meet the challenges of the 21st century adviser:

Event hosted by Lee Robertson, CEO Octo Members.