A Beginner’s Guide to Building Relationships That Convert You’ve captured a lead — now what? Most businesses put a lot of effort into generating leads, but far too many drop the ball when it comes to nurturing them. That’s where nurture campaigns come in. Done right, they can turn cold leads into warm prospects, and…
“There’s nothing more powerful than a happy client telling your story for you. Their words build trust in ways no sales pitch ever could.” – Jenny Pearse In a world full of polished marketing messages and perfectly curated feeds, genuine trust stands out. And one of the most effective ways to build that trust? Client…
In financial services, where trust is the foundation of every client relationship, your personal brand is one of your greatest assets. It’s not just about how you present yourself online—it’s about who you are, what you stand for, and how you connect with the people you serve. Whether you’re an independent or employed financial adviser,…
As we step into a new year, it’s a great time to reflect on your marketing strategy. What worked last year? What needs a refresh? For some financial advisers, marketing can feel overwhelming, but focusing on key trends and aligning them with your business goals can be a game-changer. Trends are just that – trends….
Maximising Connection and Engagement Establishing meaningful connections with clients is paramount in the realm of financial advice. Beyond face-to-face interactions, your website serves as a pivotal platform for fostering engagement and building trust. It stands as the cornerstone of your marketing strategy, offering a myriad of benefits that can elevate your business to new heights….
Welcoming Phil Thompson onto the Jenesis Gems podcast was an absolute delight. I knew this was going to be a cracker of an episode. Phil is a seasoned Financial Adviser and the brains behind Skye Wealth. From the moment we began our discussion, it was evident that Phil’s commitment to specialising in risk advice has…
In the fast-paced world of professional services, staying ahead of the curve is crucial. LinkedIn, which has evolved into a premium platform for small business owners and professional service providers, has introduced several game-changing features in the past year. More than ever, LinkedIn has solidified its position as a trusted ally for those who seek…
Throughout the various episodes of Jenesis Gems, so many of the wonderful guests have shared some incredible insights and gems along the way. Embark on a journey with Karen Eley from Women Talking Finance in Episode 11 of Jenesis Gems. Uncover the secrets behind becoming a Financial Coach as Karen shares her investment, brand evolution,…
In the world of business, we often find ourselves trapped in a relentless cycle of external expectations and societal pressures. It’s a common refrain: “Just be yourself!” But in an era of influencers and constant information bombardment, we must pause and ask ourselves a crucial question as we navigate the digital landscape: “Is my perception…
Most financial advisers are feeling genuinely overwhelmed now, so when it comes to their marketing, a less is more approach is being adopted. The argument no longer needs to be made that (digital) marketing has its place in any financial adviser’s business tool kit. It’s important not to let creating your content become your marketing…