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Advertising / Marketing / PR

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I offer senior marketing planning and business development strategy and delivery for firms looking to improve their return on time and money investment and grow their business with a focus on: • Generating and distilling customer insight, and feedback from introducers and investors. • A more focused and structured approach to building referral networks. • A better understanding of digital marketing strategy and social media. I work with financial and professional services firms, including: wealth and asset managers, financial planners and insurers, lawyers, accountants and trustees. I also help firms seeking a better understanding of the complex distribution dynamics across wealth an