Event details

Join us for the fifth episode of our new monthly webinar series designed to give private wealth professionals ideas, energy and inspiration in online marketing and business development. Each month we will bring you insight from a range of specialists who focus on different aspects of helping advisors & firms to win new business.

In this edition we will discuss how marketing and wealth professionals can work together more effectively. The session will focus on bringing marketing and sales together and practical tips for collaborating in the digital era.

We will also discuss:

• How to think like a marketer about emerging market segments for HNWs - Next Gen, Women, Millennials, Gen Z, Sustainable/ESG, Entrepreneurs, Res Non-Dom

• Get into your customer's mindset and market to their Life stages

• How to influence your company's marketing department - thought leadership, insights, client councils

• Harness the content and assets of your company for your success on digital channels

This month we are delighted to be joined by:

Kirsten Burt - Director, K Burt Consulting Ltd, London. Kirsten leads a strategic marketing consultancy to help wealth managers grow their businesses and reach new audiences. She focuses on digital marketing transformation, sales enablement, and targeting emerging client segments. She has also worked extensively in the areas of international marketing and impact investing.

Prior to founding her consultancy, Kirsten had over 20 years of experience in financial services in both the US and UK across wealth management, asset management, consumer and private banking. She sat on the Management Committee of UBS Wealth Management in the UK & Jersey leading marketing and growth. She also helped launch the new Standard Chartered Private Bank and was their Head of Marketing for EMEA & the Americas.

She holds a marketing degree from Boston College, and an MBA in Global Brand Management from the Thunderbird School of Global Management.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).