The Philae Satellite and Financial Adviser Conferences
In 2014 we have managed to land the Philae satellite on Comet 67P travelling at 40,000 mph over 300 million miles away – so can technology help us bringing together Providers and Financial Advisers together in 2015?
It’s November 2014, you’ve just come out of the adviser strategy meeting for 2015, significant budgets have been allocated to support the promotion of your products to financial advisers through your exhibiting and sponsoring conferences in 2015.
Where do you start? Have you just been given THE hospital pass of all passes?
- You must talk with compliance, FCA 14 inducements, gifts, competition rules, entertaining
- Gain buy from sales to help recruit and support these events
- Build a database of likely advisers to inviter, chase, and chase and then chase again to attend ratios of 20:1 attendees to shows are not uncommon!
- How will you get the serious players at the adviser firms to attend?
- What about the Paraplanners and adviser back office staff?
- Location, location, location! Which hotels to book, costs, parking, how many advisers to expect to attend?
- Who is going to speak, presentations compliance, CPD, hand outs
- Manning the stand – who, how many , different locations accommodation sickness contingency
- Incentivising advisers to attend, come to your stand to capture business cards
- Follow up’s organising who will speak to who and by when?
Consider Advisers perspective on attending Conferences
An email lands in their inbox. It invites them to a conference, or one day event, with travelling will involve them taking a decent amount of time out of their day. In a fee based world, time is money! What are they looking for?
- Good speakers to give a fresh perspective or more knowledge?
- Business practice knowledge, technical knowledge, or a combination of the two?
- Should the office Paraplanner be attending?
- How long it will take to networking and gain new contacts?
- CPD opportunities available?
Panacea Adviser Virtual Conference
In April 2015, Panacea Adviser Virtual Conference will open its doors. Our Adviser community will be able to experience Panacea like never before. The Panacea Adviser Virtual Conference is a unique way for the advisory community to get together.
Regulation
- Compliance – the conference is not affected by FCA 14 inducements, gifts, competition rules, entertaining.
Marketing the event
- Advisers will be invited for free – the number and diversity of exhibitors and sponsors, the unique and innovative event will draw advisers and the ability of networking with their peers online
- Panacea Adviser will invite personally invite our community of 17,000 financial advisers and paraplanners to the event
- Panacea Adviser will promote the conference event through our extensive social media outreach of 5,000 Panacea followers and some 143,000 via other industry-related LinkedIn groups
Managing the stand
- Our conference partner take care of the all the conference infrastructure organisation, and will work with exhibitors to create booths, adverts and marketing materials
- Manning the stand – exhibitors will have staff online (and as avatars at the conference) in their offices ready to speak to advisers, network and pass on information – this support can be provided alongside their daily duties from their desk!
- Given the virtual conference will be open between 9 and 5pm on the day we fully expect the decision makers at the adviser firm to attend
- As the conference is attended through a laptop, desktop or tablet we fully expect adviser back office staff to visit the conference too!
- Presentations are delivered to the auditorium on-demand – advisers simple click and play at a time that suits them
PLUS
- There are no additional hotels, parking, food rooms to book and pay for
With Panacea Adviser Virtual Conference, we organise an open door day for our community plus guest visitors, to discover the breadth of exhibitor services, news, information, education and best of all to meet industry peers and all the people who make the Panacea community successful.
Our community has grown from 100 advisers supported by eight providers in 2007 to c.23, 000 advisors, supported by 43 firms in 2014. Additionally, Touchstone Analysis showed the Panacea community was made up of 9,644 firms in 2013, who produced £7.248 billion in premium income throughout the year. Source: Touchstone.
If you would like to find out more about exhibition space or marketing opportunities please contact……
Watch the video to find out more
Download our marketing pack for further information
If you would like to find out more about exhibition space or marketing opportunities please contact JohnEnos@panaceaadviser.com.