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X-WR-CALDESC:Events for Evidence Based Investing
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DTSTART;TZID=Europe/London:20250423T110000
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DTSTAMP:20260608T191325
CREATED:20250224T124511Z
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UID:18790-1745406000-1745409600@ebi.co.uk
SUMMARY:The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd
DESCRIPTION:The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd\n\n\n\nYour first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly? Discover Turning Prospects into Clients. \n\n\n\nJoin us for this exclusive webinar and discover how to turn first meetings into lasting client relationships. \n\n\n\nWe will discuss: \n\n\n\n1. Build trust by understanding how clients think.   \n\n\n\n2. Develop and confidently use powerful questions that foster trust. \n\n\n\n3. Apply techniques that encourage prospects to open up\, share\, and gain clarity. \n\n\n\nStructured CPD Applicable. For Financial Professionals Only. \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\nMelissa Kidd\, Director at Motem\n\n\n\nMelissa Kidd specialises in helping advisers communicate\, so that clients love talking to them. She’s a certified coach\, studied Neuro Linguistic  Programming (masters) and been trained by the Plain English Campaign.  Her clients include CISI\, PFS\, CII\, Nucleus\, Saltus\, Rathbones\, St James’s Place and many other financial services firms.  \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager at ebi\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers. Debbie has a Certificate in Mortgage and Advice Practices (CeMAP) and in January 2021 gained the CFA UK Certificate in ESG Investing.
URL:https://ebi.co.uk/events/the-art-of-first-meetings-turning-prospects-into-clients-with-melissa-kidd/
LOCATION:Online
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DTSTART;TZID=Europe/London:20250424T130000
DTEND;TZID=Europe/London:20250424T140000
DTSTAMP:20260608T191325
CREATED:20250317T125349Z
LAST-MODIFIED:20250422T123327Z
UID:18911-1745499600-1745503200@ebi.co.uk
SUMMARY:ebi Quarter One 2025 Update
DESCRIPTION:ebi Quarter One 2025 Update with Jonathan Griffiths\, CFA and Debbie Holmes of ebi\n\n\n\nJonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 1 macroeconomic overview followed by an asset class review and ebi portfolio update. Join ebi’s Quarter One 2025 Update. \n\n\n\nWe will discuss: \n\n\n\n\nQtr 1 macroeconomic overview\n\n\n\nAsset class overview\n\n\n\nFactor performance overview\n\n\n\nebi news\n\n\n\n\n45 Structured CPD Applicable. For Financial Professionals Only \n\n\n\nBook your place\n\n\n\n\n\n\n\n\n\n\n\nJonathan Griffiths\, CFA\, Investment Product Manager at ebi\n\n\n\nJonathan is responsible for investment research and analysis\, communicating information on ebi’s portfolio suite\, and providing investment solutions to clients. Jonathan is a CFA Charterholder\, and graduated from the University of Nottingham with a BSc (Hons) Mathematics and Economics (First Class) degree. He holds the CFA UK Investment Management Certificate (IMC) and the CFA Institute Certificate in ESG Investing. \n\n\n\n\n\n\n\nDebbie Holmes\, Business Development Manager\n\n\n\nDebbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms\, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.
URL:https://ebi.co.uk/events/ebi-quarter-one-2025-update/
LOCATION:Online
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