Welcome to Unplugged!
Lee Robertson
HIGHLY EXPERIENCED NON-EXECUTIVE DIRECTOR, KEYNOTE SPEAKER, CONTENT STRATEGIST, AUTHOR, COMMUNITY BUILDER
Transform Client Experiences With Superb Content & Experience-Led Coaching
I deliver advice based upon real world experience. Been there, done that but like you still learning and striving for better. Across content, community, marketing and personal coaching all aimed at raising your already high bar ever higher.
Your Strategic Partner for a Content Strategy that Delights Clients
You are rightly proud of everything you do for your clients. I love helping clients of all sizes build on their current content design, production and cost-effective delivery by assisting in the formulation of a dynamic strategy to help deliver your knowledge, insights and news in ways that delight clients, build engagement and drive measurable results.
Why Should You Choose Unplugged for Content?
Because you face the same issues I did in my own businesses. Stock content that was all too yawn, too similar and didn't showcase your firm and expertise in the way you know it should be. You deserve a strategist that is highly collaborative, has actually been there and done that too. You are right to demand the highest standards for your client engagement strategies across the written word, podcasts, video, social media and beyond. You should rightly expect that we bring decades of collective experience in all media types including the huge potential with AI in content strategy, design and delivery.
An Experienced Strategist
I bring years of practical and proven experience in content and marketing within financial services serving financial planning and investment clients
Innovative Strategies
As you would expect, it's all about enhancing your content and engagement strategies to drive further client engagement.
Real-World Results
My advice is grounded in proven success and ongoing learning.
Continual Improvement
Helping you raise your already high standards and achieve greater heights.
Articles & Posts
Words and graphic content that engages, educate sand informs in your tone of voice
Video
Company updates, pre-recorded & live video podcasts, interviews and testimonials
Podcasts
Share your knowledge and let your clients hear your thinking
Coaching
Personal and team coaching needs a fresh approach
One-to-one or team coaching, it takes effort and a determined accountability on both sides. Successful development of people and teams is a given in the fast moving financial sector. As you would expect, I have references available from happy coaching clients so you can be confident in your selection.
In person, online and hybrid sessions are always available.
Results Driven Coaching
Investment in your team to deliver actionable learning - What Others Say
I've had the pleasure of knowing and working with Lee for years, and beyond his incredible expertise in wealth management, what really stands out is the kind of person he is. Lee is one of the most genuine, thoughtful, and principled people in the industry—a rare combination of deep knowledge, leadership, and a true passion for helping others.
He's not just about strategy and success (though he excels at both); he's about people. Whether mentoring, leading, or simply sharing a conversation, Lee brings warmth, integrity, and a great sense of humour. Anyone who gets the chance to work with him will quickly see why he's so respected-not just as a professional, but as a truly great human being.
Mark Sanderson, CEO Morningstar Wealth
Lee, visited ourselves, Integrity 365 in Doynton (Bath), to talk specifically on generating and securing Client and Professional referrals. The session went down extremely well, as the team responded well with Lee's authentic style and insights gleamed from actually being a former very successful practitioner. Specifically, he helped and encouraged Planners, in the session, who were not specifically extrovert. Well recommended.
Don Wild, Integrity 365
We brought Lee in to speak to our team about creating and building successful relationships with new clients. His knowledge and experience coupled with his warmth and humour really resonated with the team. We had a mixture of experience in the session from graduates to Director level and everyone took something valuable from the sessions. There is no doubt the team now has more confidence with new clients and generating referrals, which means we are seeing real results.
Adrian Murphy, CEO Murphy Wealth
Being a Dutch service provider for Wealth Managers and financial planners, we have organised many meetings in London (as a study tour) and Holland in the past 5 years. We have always tried to get Lee to do a 'best practice' presentation at these events for the "Dutchies". Lee has been a true inspiration to many of the Dutch guys and has helped many of these advisors to take that extra step as a financial professional.
Mark Boskamp, NNEK
Sharing Thought-Leadership
Event Speaking & Hosting
Bringing knowledge and experience, either as Keynote Speaker, Panellist or Host.
For many years, l've had the pleasure of knowing Lee, whose expertise in the industry is complemented by his insightful perspectives on both traditional and forward-looking practices.
During our recent annual conference, Lee presented an exceptional presentation followed by a Q&A session which received positive feedback from advisers. Lee combines expertise and demonstrable confidence with humility and passion.
Victoria Hayes, Albemarle
Couldn't recommend Lee more for speaking at your event. Not only is he super knowledgeable on a wide range of topics relevant to advisers, but he's an extremely engaging as well as being a super experienced facilitator.
Cathi Harrison, CEO at Verve
In Conjunction with Leaders across Financial Planning and Beyond
The New Rules of Financial Planning
Available to pre-order now!
Let's Explore Working Together
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