PP 031: START-UP SERIES – Verse Wealth – Client acquisition via content marketing and social media

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James O’Reilly and Corey Wastle started a Melbourne-based financial planning business called Verse Wealth in January 2015.

This is the sixth episode in a monthly series with James and Corey, to follow their first year in business.

You've heard in previous episodes about the work James and Corey are doing building a solid referral network.

But they are also using social media and content marketing as a way to get the Verse Wealth name out into the community, and pull new clients into their business.

So in this episode, we take a look at the how, what and why of the Verse Wealth content marketing and social media client acquisition strategy.

Listen and learn

In this episode, we chat about:

WHERE THE BLOODY HELL ARE YOU?

  • Ongoing work building referral partner relationships
  • Testing Facebook ads
  • Struggling with capacity to get everything done
  • Corey proposing, with the help of a truckload of roses (and Harvey) - yes, it's a happy ending

DEEP DIVE

  • What strategies Verse Wealth are using to attract new clients
  • How Verse are using social media in their marketing, including what platforms they're using and what activities they're doing on each
  • A look into the strategy Verse are using with their Facebook ads, including their results so far
  • Why Verse are "bullish on Periscope" and the experiment they are running with that platform
  • Where blogging fits in to their strategy, and the process they are using to create content

SMARTER NOT HARDER

  • James shares two useful services:
    • Undullify - a subscription based graphic design service
    • WPCurve - a subscription (or one-off) service that helps you solve all your WordPress headaches (WordPress is a popular platform for building websites, big and small e.g. RiskInfo.com.au and ProfessionalPlanner.com.au are built with WordPress)

LISTENER QUESTIONS

  • "How do you make time for social media and content marketing? And how do you decide where (and what platform) to spend that time?"
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