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…
In marketing, everything is about connection. In financial advice, aside from your face-to-face relationship with your client, your website is the next optimal place for you to connect and engage. It’s where your future clients and existing clients learn more about who you are and what you do to build a connection with them. Your…
Influenced or influencer, which one are you? Advisers are well placed as influencers in the community. Does your digital marketing strategy make the most of your presence? In an era of big data and a constant stream of information, we are being influenced in how we feel, how we think and what we do. Jenny…
Financial advisers, are you ready to join the video trend but not sure where to begin? Prepare yourself for a new journey into creating video for your clients. We’ve outlined five simple steps on how to produce video as part of your content strategy; it’s time to begin. 1. What’s the purpose of the video?…