Customer Experience Raveolution
In what’s become an annual ‘must do’ in our calendar, Dee and Joanna will be attending this year’s Upland CXM Raveolution to learn the latest tips and techniques for creating a memorable customer experience. Re-visiting a previous haunt of Hawker House, Canada Water on Thursday 7 November, the event is now sold out but you can learn more about the day and watch highlight’s from last year on this link.
Humans Under Management, London 2019
Keeping great company with a stellar list of speakers, Michelle’s thrilled to be taking to the stage at this year’s Humans Under Management, London – taking place on Wednesday 4 December. Find out more about this unique event which aims to promote, highlight and build on the work that great advisers are doing in developing their behavioural financial advice, practices and watch videos from previous events here.
AFA Conference 19 – United
A highlight of 2019, Michelle was thrilled to be a plenary speaker at this year’s AFA conference, which took place in Adelaide from 28-30 August. This was a wonderful opportunity to showcase Standards International and raise the profile of The Paraplanner Standard™ Down Under!
Financial Planner Marketing Summit 2019
As one of eleven engaging speakers, Michelle joined Martin Bamford on stage as part of a unique new event, held at The Electric Theatre, Guildford on 21 June 2019. This inspiring day saw some of the latest thinking shared around the art and science of marketing for Financial Planners.
An annual highlight of our calendar, Michelle had a WOWW! time experiencing the 2019 MDRT annual meeting in Miami Beach from 9-12 June. We were extra-delighted that, together with enjoying the camaraderie of the MDRT community, she also delivered an inspiring focus session as part of the official programme on Monday 10 June.
The Business Show 2019
Dee and Kelsey immersed themselves in all things business at The Business Show at London’s Excel on 14 and 15 May 2019. It was their second time visiting this bi-annual event and they brought back a wealth of tips for running a better business!
Money Marketing Interactive London 2019
Michelle enjoyed being aa member of the panel to discuss ‘How to reward your top advisers’ at the Money Marketing Interactive Event in London on 4 April 2019. This event also focused on key issues facing financial planners and their clients as we look towards a post-Brexit world.