How to win online, by the man who won

The founder of online educational extravaganza Meaningful Money TV, shares his tips for engaging with prospective clients through video...

clock

Pete Matthew, founder of online educational extravaganza Meaningful Money TV, shares his tips for engaging with prospective clients through video...

Pete Matthew gets cut-through. For the purposes of this article, that's management-speak for 'clients'. And how does he do it? By dressing as the Easter bunny and filming himself leaping around the woods talking about saving. OK, that's a little simplistic. But what began as a hobby has turned into a bit of an online phenomenon, with hundreds of videos and podcasts recorded, and each attracting thousands of views each week. And now it's winning his wealth management firm new business. Not just dribs and drabs, either. In this short Q&A, he tells Professional Adviser why he do...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read