Pete Matthew, Meaningful Money

PFS Festival Radio

Martin chats to Pete Matthew from Meaningful Money about building client trust before you've even met them! Pete Matthew is a Chartered and Certified Financial Planner, and Managing Director of Jacksons Wealth Management in Penzance. He started MeaningfulMoney.tv as a hobby in 2010, and has since created over 300 videos and over 200 podcast episodes. The podcast is a top ten UK business podcast, and is downloaded 50,000 times each month. MeaningfulMoney is now a major source of new business for Jacksons Wealth - the hobby has become a monster! He's married to Joanne, with two teenage daughters and a Jack Russell called Maisy. Wednesday 11:40 - 12:10 Bridging the trust gap - Using your website to win clients before they walk in your door In this session, Pete will share what he has learned from seven years of being active online with MeaningfulMoney, and what you can do to replicate and accelerate the results he has achieved. Learning objectives The very specific fears that prospects have when they approach us, and how to overcome them with an authentic web presence The elements that every website must have How to stand out from the crowd when all adviser websites look the same (including examples of good practice) How to use your website to answer your prospects' questions Why you should give away everything you know for free Some immediate steps you can take to improve your web presence in less than 30 minutes