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

IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Friday Night Takeaway: Is talk of bonds giving you whiplash?

Friday Night Takeaway: Is talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read
Editor's View: A very happy new (financial!) year to you

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

Hope Coumbe
clock 05 April 2024 • 1 min read