CPD webinar: Fix your website in an hour
Learn the 5 step formula that converts eye-balls into appointments
Master the art and science of creating a website that captures the attention of prospective clients and converts eye-balls into appointments.
In this practical and interactive session, award-winning marketing expert Lisa Greensill, will share how to fix your website and drive appointments with her 5-step website formula to enhance your website. Based on her experience working with many financial advice firms, you will learn:
- How to define and profile your target audience or ‘perfect client’
- How to optimise your website for prospects so they 'get it' when they visit
- How to translate financial adviser ‘speak’ into client ‘speak’
- The 5-step formula that converts eye-balls into appointments
- A practical checklist to help you fix your website
Speaker bio
Meet Lisa Greensill
Lisa is a Brand and Copy strategist and Co-creator of Brandover - a creative collaboration focused on taking the bland out of financial brands. Her approach focuses on purpose and personality to make businesses relatable, memorable and referable. In 2022, Lisa was named IFA (Independent Financial Advisers) Marketing Consultant of the Year and Women in Finance Marketing Professional of the Year.
Resources
More resources on marketing and client experience
Explore a range of other Netwealth resources, perspectives and learning tools to help design and tailor your client experience and marketing in our collection of whitepapers, articles, workshops, webinars and podcasts.
Women as the new face of wealth
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A significant shift in wealth to women is happening due to several macro-economic factors, yet women are still underserved by the wealth industry. This report provides insights and opportunities for wealth managers to better service women and to significantly improve their financial experience.
DownloadInvesting for good report
Special report
This research report examines investor behaviours and drivers for responsible investing in Australia and breaks down the Australian population into four responsible investor segments. It will aid you in developing your ESG and responsible investment value proposition.
DownloadThe Emerging Affluent report
Special report
Explore The Emerging Affluent – a younger, well-educated, mostly professional Advisable Australian who have tremendous potential as financial advice clients both now and in the future. This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.
DownloadAdvising HNWs - The Established Affluent report
Special report
This report is a playbook for financial advisers on how to attract, advise and service the Established Affluent, some of the wealthiest and most well-established Australians.
DownloadDesigning a client experience that drives growth
Webcast event
Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.
WatchLearn how to master the art of storytelling
Webcast event
Learn how highly-effective advisers use stories to help them establish stronger personal connections and convert more prospects from Invesco Consulting Australia.
WatchCustomer Journey Map Workshop
Workshop
This simple workshop puts your team in the shoes of your customers to understand how they experience your service and business. This includes how customers first become aware of you, and what their ongoing interaction and engagement is like.
DownloadEp 74: Customising client experiences and advice with technology
Podcast
Hear Nathan Fradley, Director of Ethos ESG Australia & Senior Adviser at Tribeca Financial, as he identifies opportunities in the client experience from a platform perspective and explains how Ethos is solving the challenges of providing ESG advice.
ListenAbove and beyond: how client experience is key to building women’s wealth
Article
Many women are considering using a financial adviser, but building an attractive offering goes beyond just the advice itself. Understand why client experience is so important to women in their financial advice journey.
Read