Marketing Services for the Financial Services Industry

Financial Advisors & Insurance Brokers

Business growth for financial advisors and insurance brokers involves generating on-going leads to new clients and increasing the uptake of your full range of services by your existing clients.

Through her marketing experience in the financial services industry, Jackie has developed specialised marketing strategies and business growth tools to help you grow your client base, promote your services and increase the opportunities for your clients to take up your full range of financial services.

Jackie's financial services clients include independent financial advisory firms holding their own Australian Financial Services License, as well as Authorised Representatives of larger dealer groups and institutions.
 

Jackie can create marketing strategies and promotional materials to help dealer groups and financial product institutions grow their membership base.

Jackie's information kits are specifically designed to communicate the key attributes of your business model and services to prospective members, and motivate them to join your group. Her 'Member Training Database' can monitor on-going education points and accreditations for your members.