In Financial Marketing Secrets with Jenesis Gems, we unpack tips and ideas to amp up your marketing with marketing superstars and guest financial advisers who have made it happen so you can to.
EP#09 Cyber Protection – Protecting your business, your reputation, your clients
From Financial Adviser, FinTech Nerd, Pod God Financial Services Consultant and small business owner, what's next for Fraser Jack?
Having run a financial planning practice, working in and around the profession for over 20 years, including many years working with technology, Fraser understands the reasonable steps professionals need to take to protect client data. In this episode, Fraser joins Jenny Pearse to share his journey so far and what has led him to The Cyber Collective and why he is on a mission to make sure every client in Australia can trust their financial professionals. If you thought you knew all you needed to know about cyber protection for your business, then listen in because there are some discoveries that will make you think again.
EP#08 Building a Business Brand for Your Ideal Client
With an eye on the style of clients that James Millard was determined to support, he set about creating a business that not only suited his ideal client but his lifestyle as well. James Millard from Sufficient Funds joins Jenny in this episode of Financial Marketing Secrets with Jenesis Gems. James shares his business progression to where he is today with Sufficient Funds as an entirely virtual business focused on their millennial niche, supported by strong systems and tech. Listen in for some great gems that you could apply in your financial advice business.
EP#07 Website Development Gems
Josh Anthony is a software engineer and director at WPRunner.com, an Australian website support and maintenance business. Prior to that, he was the general manager at River City Labs, an Australian innovation lab. Josh chats with Jenny about the key elements to creating a great website and how it's critical for a financial adviser's website to create trust as part of their marketing strategy. He clarifies what the difference is between website development and website design and what you can do to take your website to the next level.
Traction by Gabriel Weinberg - https://www.amazon.com.au/Traction-Startup-Achieve-Explosive-Customer-ebook/dp/B00TY3ZOMS
Building A Story Brand by Donald Miller - https://www.amazon.com.au/Building-StoryBrand-Clarify-Message-Customers-ebook/dp/B06XFJ2JGR/ref=sr_1_1?crid=2JMJ916RW4WZV&keywords=Story+Brand&qid=1647301105&s=digital-text&sprefix=story+brand%2Cdigital-text%2C252&sr=1-1
WP Runner - https://wprunner.com/?ref=13
EP#06 Brand Building - From Financial Adviser to Keynote Speaker
Creating a marketing strategy from a financial adviser to a keynote speaker (and author). Peita Diamantidis has continuously shapeshifted her brand to encompass the many roles she undertakes. In this episode, Peita shares what advisers should be doing to tap into their voice and promote themselves as an influencer in their field.
EP#05 Developing a Client Community
Building a brand and business that people want and growing a client community has been at the core of Finnacle. Financial Advisers and Founders, Daniel and Prashant share some of the key areas they have focused on to establish and grow Finnacle. Understanding their client personas has helped them to niche their business and keep the clients engaged.
EP#04 Email Marketing - Getting your Communications Right
Email overwhelm is real but when you know how to make email work for you it can be an incredible tool in your marketing tool kit. In this episode, Naomi and Jenny go through the basics of using email as part of your engagement strategy. Plus, what you can do to keep your emails fresh for your readers.