I work with financial advisers to help them build strong, sustainable advice businesses.
I’ve been involved in the financial planning industry since 1994 and over that time I’ve seen first hand how the internet and technology have changed our industry.
You can no longer ignore the threat of digital disruption – it’s here. Online providers are marketing to your clients and you can either do nothing and start to lose clients, or you can embrace technology and develop a value proposition for your clients that’s about more than just getting good investment returns.
Over recent years I’ve developed a series of websites in various niches, including financial planning. I’ve made lots of mistakes along the way, and have learned a lot of valuable lessons about what works..and what doesn’t.
Here I provide online training and consulting services to people in the financial services industry who want to learn more about how to use the internet.
I work with smart financial advisors who want to use the web to attract and retain quality clients.
I can help you set up a website, and importantly, I can also show you how to market that site so you get the maximum benefit.
In today’s world, it isn’t enough to just have a website – you need a strategy for the internet.
A website with no strategy is like a client having an investment but no financial plan. They’re part-way there, but there are some missing pieces to the puzzle!
I can work with you to help you determine the best strategies to use the Internet to attract and retain new clients. In many cases, the money you earn from your first client from your website will pay for my advice.
We can look at how to best structure your site, how to use social media, search engine optimization, email marketing, how to use video – and a range of other different strategies.
I don’t use fancy marketing words like ‘traction’ or ‘collateral’. I keep it real. I’ve worked as an advisor – I know what it’s like to be sitting in your shoes.
What you’ll get from me are marketing strategies that work in the financial planning world.
And I’m a real person. I live in Adelaide, South Australia. I’m married with two boys and love playing the guitar and watching soccer. And I have a sense of humour. Seriously.
I believe that life is about more than money and I’m passionate about making a difference in my world.
So what are you waiting for? Get in touch with me today to find out how you can improve your web site and begin to attract new clients.
You can also connect with me on Facebook, Twitter or LinkedIn.
