PCD GROUP

SPONSOR PCD CLUB IN 2025 Watch the short video below to learn more about our sponsor offering as part of the PCD CLUB event program.  Sponsors work with us for three key reasons: 1) Networking - work with David Bell to compose your table at the event. 2) Speaking Slot - the ability to talk to the whole room about their proposition and why it is relevant to them. 3) Visibility - we produce great photography and video assets to drive visibility for your brand around the event.  Follow the link in the comments to find out more 👇 #jointheclub #networking

We truly appreciate your incredible support this year! Our team is excited to take a little break, so our office will be closed starting Monday, December 23rd. We can’t wait to welcome you back on January 2nd, 2025! Sending warm wishes from all of us at PCD GROUP. Thank you for being a special part of our journey! #jointheclub

LUXURY ASSET SPECIAL - READ OUR MAGAZINE BELOW Our final magazine of the year is now available to read online. Follow the link in the comments 👇 Connect with David Bell for content opportunities for PCD CLUB members in 2025. This edition features: 👉 Are luxury assets becoming essential? by Karin Brehaut Dip.ICSA at Saffery Trust 👉 A HNWI's guide to luxury asset management by Tracey Neuman, Ocorian 👉 Tax Free Investments - are they really what they seem? by Amy Cole, Menzies LLP 👉 Structuring personalized family offices in #Switzerland & Insight from Switzerland featuring Cécile Civiale Vuillier, TEP from TrustConsult Group, Trident Trust, First Rate, Inc & Dominique Calcò Labbruzzo from Holistic Law 👉 Latest News from Collas Crill, Praxis, HIGHVERN, and Clairmont Trust Company 👉 Strategic decision-making with Brad Rendle 👉 How to get the most out of a drinks reception? by Jeremy Cline, Change Work life

Catch Jeremy Cline’s interview with David Bell about how he launched PCD CLUB In their conversation, they discuss: 👉 How the PCD Group helps professionals in the Private Wealth sector network. 👉 The problems with cocktail party networking. 👉 What goes into creating an effective networking event. 👉 The benefits of business cards and why some people don’t use them. 👉 How David became an expert in networking. 👉 The challenge of starting a networking group. 👉 How to know which opportunities to focus on. 👉 The intentional steps behind career changes. 👉 Building sales skills and other lessons from previous jobs. 👉 How to not take business changes personally. 👉 Having a hobby that is also a business. 👉 When to go full-time with a business you’re creating. 👉 The benefits of having a fallback plan. 👉 How the pandemic affected networking businesses. 👉 How a business’s finances change when it moves online. 👉 The effort that went into keeping a networking business running during Covid. 👉 The current state of the PCD Group and what the future looks like. Listen at the link in the comments 👇

Are you looking to grow your professional profile online in the year ahead? Watch David's conversation with Paul Welch about his content creation journey and what he has learned during the process. Filmed on location at Paul's studio in #Guernsey, he reveals ways to get started and why it matters for any professionals interested in increasing the size of their business. Watch the entire conversation at the link in the comments 👇

PCD CLUB Dates for 2025 🔥🔥🔥 Where will you join us next year? Put your pick of the locations in the comments below Live for booking from 31.01.25 #jointheclub #networking

It's nearly time to pack up for Christmas 🌲 but while you are still there, something to consider ... Things have changed. David and the team are here to help you understand the key international trends and generate content for your professional service that delivers real results. 2025 will be a challenging environment for professionals in #London and elsewhere. If you want to stay ahead of the competition, we have got your back. Drop David a DM to get started 🚀

#Video content can be a powerful tool for wealth managers to build deeper client relationships in several key ways: 🤝 Establishes Trust and Personal Connection Video allows wealth managers to showcase their personality and expertise more engagingly than text alone. By appearing on camera, advisors can: - Demonstrate their knowledge and communication style - Create a sense of familiarity before the first meeting - Establish rapport and likeability with potential clients This helps build trust quickly, which is crucial in the relationship-driven wealth management business. 👱♂️ Enables More Frequent "Face-to-Face" Interactions Video meetings and personalized video messages allow advisors to: - Meet with clients more often, regardless of location - Maintain personal connections without requiring in-person visits - Quickly address timely topics or market events More frequent face-to-face interactions, even virtually, result in higher customer trust, loyalty, and satisfaction. 📈 Explains Complex Topics Effectively Financial concepts can often be complex. The video provides an opportunity to: - Break down sophisticated ideas into digestible, visual explanations - Use graphics, charts, and other visual aids to illustrate key points - Deliver information in a more engaging format than long text This makes it easier for clients to understand wealth management strategies and services. 🚀 Allows for Personalization at Scale Wealth managers can create personalized video messages for clients and prospects, helping to: - Deepen relationships while saving time compared to in-person meetings - Provide tailored insights that clients can consume on their own time - Individualize content at scale 😊 Improves Client Convenience Video enables advisors to: - Host remote interactions that are as effective as in-person meetings - Allow clients to attend from anywhere, on any device - Eliminate travel time for 30-minute meetings Advisors can improve client satisfaction and engagement by offering this flexibility and convenience. In summary, video content is a powerful tool for wealth managers to build trust, explain complex topics, increase touchpoints, personalize communications, and offer greater convenience to clients. When used strategically, video can significantly deepen client relationships and improve the overall client experience in wealth management. Follow PCD MEDIA for more on content creation and ideas 💡 for private wealth professionals.

David Bell enjoyed making some clips with Paul Welch in #Guernsey this September. Stay tuned for more! Follow Paul for more tips on content creation strategies and why professionals should use this important marketing channel 👇

HOW CAN LAW FIRMS PROMOTE DIVERSITY? Look at the short clip below 👇  from Dominique Calcò Labbruzzo on how law firms can embrace diversity and create a more inclusive environment, leading to new business ideas and enhanced client satisfaction. What do you think professional firms should be doing to promote diversity? We would love to hear from you in the comments.