Phil Bray

    12 practical steps to maximise your marketing
    impact and reach


    What you'll learn

    We know that financial advisers and planners often find it hard to market their business effectively.

    This presentation will show you how to identify your goals, create detailed client personas and take practical steps to improve the effectiveness of your marketing.


    Smart objectives
    • Be able to clearly identify their marketing goals.

      Be able to build detailed client personas on which to base their marketing.

      Understand the difference between marketing strategy, plans and tactics.

      Be able to review the effectiveness of their current marketing and compare it to their goals.

      Have practical steps they can implement in their business to help achieve their marketing goals.

      Be able to calculate the future return on investment from their marketing activities.

    More about Phil

    After over 20 years in financial services Phil started The Yardstick Agency to help financial advisers and planners market their business more effectively.

    Prior to his current role he previously worked as an Independent Financial Adviser, as well as head of marketing for an IFA practice and Sense Network.

    Illuminate live runs over six dates and locations

    All of our illuminate live session begin at 9.15am for registration with a welcome at 9.45am. The first workshop begins at 10am and we finish with drinks at 3pm.

    4 June – Belfast

    Maldron City Hotel, 20 Brunswick Street, Belfast BT2 7GE

    5 June – London

    etc venues St Paul’s, 200 Aldersgate, London EC1A 4HD

    6 June – Birmingham

    Malmaison, 1 Wharfside Street, Birmingham B1 1RD

    11 June – Bristol

    Aztec Hotel, Almondsbury, Bristol BS32 4TS

    12 June – Leeds

    The Studio, Whitehall Road, Riverside West, Leeds LS1 4AW

    13 June – Glasgow

    The studio, 67 Hope Street, Glasgow, G2 6AE

    Register now for June