Financial Services Marketing Presentation Topics

Presentations and workshops on marketing for the financial services sector

Presentations are written specifically to the brief from the organizer, but popular topics are as below. PowerPoint is used to enhance the impact and key points.

Presentation topics by Paul Watkins:

• “You can’t possibly grow your business unless you fire _ of your clients - applying the 80/20 rule”
• “A single page relationship marketing plan that really works”
• “23 quick easy slightly unusual inexpensive proven sales & marketing ideas”
• “Why your marketing campaign failed - but shouldn’t have”
• “Why the saleable value of your business in 5 years time will only be a fraction of what it is now if you don’t use true relationship marketing strategies”

A selection of the slides from Paul’s PointPoint presentation on why you can’t grow unless you fire 3/4 of your clients:

View PowerPoint…

Testimonials on Paul’s financial services marketing seminars and workshops:

“You did a great job in guiding us through a variety of important marketing and branding issues which resulted in a meaningful action plan to which we are all committed”
- Alan Lawton, Partner, New Zealand Financial Planning

More testimonials…

References or comments on presentations by Paul:

• Philip Matthews, CEO, FPIA (NZ) matthews

Published articles on financial services marketing by Paul Watkins:

• How to invest $24 for a $1,200 return
• Ways to increase referrals