In today’s episode, Adrian from XY sits down with the bright and bubbly Jenny Pearse (@jennypearse1) – marketing extraordinaire helping Financial Advisers build raving fans, who then become their business ambassadors.
Jenny says Advisers need to stop getting distracted by the latest, but not-always-greatest marketing tool and instead focus on understanding their clients better than anyone else, so they can effectively communicate with them through the right marketing channels.
Episode highlights:
3:15 – The risk of getting distracted by shiny marketing
5:37 – Why would your niche only want to work with you?
19:10 – The challenges you’re seeing in how Advisers communicate with the public
22:45 – Why the reward of changing lives trumps the barrier to entry as an Adviser
29:25 – Do you have a mentor? The power of mentors and tribes (just like XY)
Show Notes:
Jenny Pearse LinkedIn - https://www.linkedin.com/in/jennypearse/
Jenesis - http://www.jenesis.net.au/
Jenny Pearse Twitter - @jennypearse1
General Disclaimer - https://www.xyadviser.com/disclaimer/
This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.
We’re proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.