Created by Just Wealth’s in-house marketing team, the digital marketing package offers various lead generation tools.
The digital marketing package comes with branded social media profiles, Google My Business profiles as well as compliance-approved social media content. It also includes customizable marketing content, like business cards, posters and leaflets, customized adviser webpage, and access to a monitoring platform that is able to track the overall effectiveness of the activity.
The leads are reportedly being shared from sister-company Just Mortgages’ customer database. Just Mortgages already has an existing pool of over 40,000 clients as well as onboarding several thousand new customers every year.
David Magee, Head of Wealth at Just Wealth, stated:
“The team has really embraced the tools at their disposal. While there is no pressure on the advisers to use the free materials, those that are utilizing them are already experiencing the benefits. The content they are sharing is creating an engaged audience, and helping to keep the advisor front of mind with potential clients. Referrals are always going to be a key driver of activity, these tools help drive that by creating solid touch points of communication with the audience and prompting them to refer or find out more.”
As noted by its management:
“At Just Wealth our aim is provide exceptional service to both private and corporate clients. Our clients come from all walks of life and have a wide variety of financial planning needs. However, one thing our clients have in common is the desire to create wealth and have it protected.”
The Just Wealth team also states that their core values and principles are the heart of their business. They are focused on establishing long-standing relationships with customers and “appreciate the importance of individual needs and aspirations.”
The Wealthtech firm aims to ensure that “every client’s situation receives the specialist knowledge and attention required to produce a financial planning strategy specifically tailored to their individual needs.”
This content was originally published here.