
September 24 - Management Meeting
Paul Hogg
Created on September 23, 2024
Over 30 million people build interactive content in Genially.
Check out what others have designed:
TOM DOLAN
Presentation
BASIL RESTAURANT PRESENTATION
Presentation
AC/DC
Presentation
ENGLISH IRREGULAR VERBS
Presentation
ALL THE THINGS
Presentation
SANTIAGOVR_EN
Presentation
WWII TIMELINE WITH REVIEW
Presentation
Transcript
Distribution Update
September 24
Planning
Index
Campaign activity
Pipeline update
Other activity
1.Campaign activity
Outbound marketing
+ info
Expert InsightsWebinar 4
Join us for a crucial discussion on the growing threat of ransomware and its devastating impact on the advice sector. Our expert panellists will delve into the latest trends, tactics, and real-world examples of ransomware attacks targeting financial advisory firms.
Ransomware & Cyber Secuirty are huge topics within financial services
7IM White Label Campaign
Samples sent to referral leads
2.Otheractivity
Events/social & partnerships
September Activity
17th
RSG Group Presentation13 follow ups
18th
CDACPD WebinarAsh/Paul
25th
FTAsset AllocatorLondon
30th
PA360 NorthWarrington250+ Delegates
9th
Verve ConferenceLondon353+ Delegates
Upcoming
Events in H2
October 1st
PA360 North
October 11th
Consumer Duty Alliance Conference
October 31st
8AM Insights Webinar 4
November 12th
PFS National Conference
Socials
3.Pipelineupdate
Leads & opportunities
Deal Creation by Month
Number of new deals entering the pipeline across 2024
Deal Creation by Source
Aug/Sep
Pipeline Movement
Deal Flow Aug/September 24
Key Opportunitues
RosemountIFA
IFA Network35 MembersPanel of MA FundsPincer movement on compliance & leadership team
ScottsdaleIFA
Russell Study Group120 AUMPartnership/WL opp
Ludice Wealth
Pitch Meeting booked to sit within CIPCurrently run models in-house
Continuum(FS)
Inherited client, open panel within the network - meeting booked with Investment Team
August flows
20m
New money assigned to 8AM
Incoming flows
120m
Moder Money Partnership now live and assigning assets over the next 12 months
25m
H&W bespoke project work for RORO models, due to be completed and assigned before year end
110m
WealthPoint now have FCA approval and are finalising their process docs before assignment
30m
Recent Aug sign-ups are starting to allocate business through onboarding
4. Ongoingplanning
Lead Gen, Partnerships & Activity
30-day activity report for 8AM Global Company Page to 26/06/2024
5-28.6%Reposts (Shares)
7-78.12%Total Post Reactions
6+50%Comments on Posts
LinkedIn Insights
391+7.71%Page Followers
307+51.23%Total Page Views
103+27.16%Unique Page Visitors
3-75%Posts Published
294-85.49%Total Post Impressions
93+0%Clicks on Posts
Thank you!
Current spend
We've kicked off partnerships and event work for 2024, front loaded into H2
August sign ups
Cheltenham IFA
AQS - added to CIP
£40/50m Met at the IO conference. Acquiring Ives & Co and transferring client bank. Met and getting placed into wider CIP - non plussed with Timeline. Potential for White Label.
Ajax
AQS - review to add into CIP
Met at the NextGen conference. £15m AUM. Looking to leave his current firm and start as an AR - implementing us as core solution for his clients
FAME
AQSCIP Selection
Came to me via socials and looking to review his proposition for accumulation clients. (60-70% of £100m client bank)
Red Kite
AQS Review
Inherited an 8AM client. Agreed to review proposition and now using us to replace Blackfinch MPS
Pipeline Overview
114 Prospects in the Pipeline as of August 24
Graeme Manzi
Risk Engineer ResilianceGraeme has extensive experience in cyber security consulting and risk management with a focus on critical national infrastructure and financial services.
David Davies
Chief Executive Officer NAVOSFollowing 12 years at Hargreaves Lansdown where David was CIO and instrumental in the introduction of industry-standard best practice, digital transformation projects and significant technology change, he left to set up Navos as he could see a gap in the market for a tech partner with practical experience.