Content Development for Clients in Financial Services

In this episode you will learn about:

Introduction to Keynote Content.Jon’s career in the nonprofit sector.Why Jon decided to pursue writing as a full-time career.How to talk about what you do in a clear and comfortable way.The challenges associated with writing for clients from the financial services industry.The importance of working together with the compliance department when writing for financial clients.The lack of fresh content for financial advisors.Recent trends in the content development space.Why people have started changing their financial advisors more frequently in recent months.How advisors can improve trust with their clients and develop a longer term relationship.How Keynote Content does marketing.Why the old model of engaging with potential clients has changed for financial advisors.How user behavior has changed as a result of the pandemic.Is it possible to develop deep relationships with clients over Zoom?Why it is important to have clear objectives for each step in your financial journey. Jon’s key learnings from his nine years of being a business owner.How to hire the right people for your business.How to decide which activities to outsource.Why it is important to truly understand your clients and market to both their heart and their mind. How to market to people based on things that bring them joy.How the human brain is wired for influence and impact.

Where to find Jon online:

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