Adding pop and spark to financial planning events

•AS SEEN AND HEARD ON•

Logo of IFA, Independent Financial Adviser, with the letters 'ifa' in lowercase, with 'i' in red and 'fa' in black, separated by a vertical line.
Netwealth logo with blue and dark blue text and a corner design.
Black text displaying the word 'ensombl:' on a white background.
Logo with the words 'Global Sisters' and a female gender symbol replacing the letter 'O' in 'Global'.
Logo with an orange and white figure to the left and the word 'accelerate' in black text to the right.
Spark Financial Group logo with a blue spark graphic next to the words
Text saying 'Unemployed & Afraid' in bold, red and yellow letters.
Logo for The NOBI Agency Podcast with stylized text and handwritten annotations.
Financial Newswire logo with a blue circular icon containing an upward trending arrow and a bar chart, next to the text 'Financial Newswire' in blue.
Logo of IFA, Independent Financial Adviser, with 'ifa' in bold black and red letters and the full name written beside it.
Black text spelling 'ensombl:' on a white background.
Netwealth logo with a stylized blue corner design and the company name in bold navy font.
Logo of Financial Newswire with a blue circular icon featuring an upward trending arrow and bar chart, next to the text 'Financial Newswire' in blue.
The logo of the company 'Accelerate' featuring an orange arrow and black text.
Logo for The NOBS Agency Podcast with stylized text and handwritten annotations
Spark Financial Group logo with a starburst design near the word "Spark"
Logo of the company 'accelerate' featuring a stylized orange arrow in a square next to the black word 'accelerate' on a white background.
Logo of IFA, Independent Financial Adviser, featuring black and red text on a white background.
Logo with the words 'Global Sisters' and a female gender symbol replacing the letter 'O' in 'Global'

High-energy

I get ridiculously excited talking about my little corner of marketing in financial advice land - I’m told that enthusiasm is contagious. Attendees might walk in dreading another marketing talk, but they'll leave fired up about the possibilities. 

Fresh perspective

I get it. Marketing feels like a head spin for most advisers. I know exactly where they're coming from - and more importantly, I know how to help them see marketing through a fresh lens that actually makes sense. 

Real-life proof

I sprinkle in real-life examples from two decades in the trenches and make marketing feel less like a chore and more like a chance to showcase what makes them special and make an impact.

From "marketing makes me cringe" to "marketing makes sense"

Financial advisers get invited to dozens of events and PD Days every year. You want yours to be the one they rave about - because they've had those "aha!" moments and left buzzing with practical ideas they can actually use.

That’s exactly why your event needs a different kind of marketing voice. One that gets the financial advice world and makes marketing finally click for advisors.

 

Lisa Greensill with animated hands in the air, giving a presentation in front of a large screen. The screen displays a slide titled 'Your Social proof' with bullet points and images of reviews.
A graph with a grid, multiple colored dots in red, white, and beige, and measurement lines.

Presentations

The swipe-right financial advice brand

In this 60-minute high-energy session, I'll show advisers how to make their business the obvious "swipe-right" choice for their perfect-fit clients. 

We'll explore the brand red flags holding them back and flip them into green lights that make prospects stop scrolling and say "This is exactly what I've been looking for!"

Perfect for advisors who: 

  • Want to stand out (for all the right reasons). 

  • Are ready to break free from vanilla and ditch the corporate speak.

  • Know they're way more interesting in real life than what people find online.

Marketing Specialist Lisa Greensill taking a selfie in the middle of a workshop. She is in front of a conference room filled with seated attendees.

In-person workshops

Nothing beats the buzz of people bouncing ideas around a room. These interactive sessions are perfect for conference break-outs or PD Days where advisors can roll up their sleeves and walk away with practical marketing wins.

Here are some crowd favourites that can be tailored to your event: 

  • A practical session where advisers map out their perfect clients' world - their hopes, headaches, and hidden motivations. These insights become the springboard for doing marketing that resonates with the right people.

  • In this hands-on session, advisors learn how to leverage LinkedIn as their relationship and authority-building engine without the overwhelm. They'll walk away with practical tips to power up their profile and grow genuine connections - all with actions they can weave into their weekly routine.

  • In this roll-up-your-sleeves session, advisers apply my tried-and-tested 5-step formula to their own websites. They'll walk away with an action plan of quick wins and practical improvements to convert more eyeballs into appointments.

Lisa Greensill with blonde hair in front of a computer screen displaying a presentation titled 'Fix your website in an hour'. The screen has a 5-step formula to convert eyeballs into appointments, in a room with professional lighting equipment.

Webinars

All workshop sessions can be adapted into engaging webinar format - same practical value and energy - perfect for dealer groups looking to help their advisors build marketing momentum from the comfort of their own space.

Speaker bio

Lisa Greensill is a Brand Marketing Specialist and Co-Creator of Brandover®, a creative collaboration focused on taking the bland out of financial brands. She helps financial advisers tell their story in a way that clicks with perfect-fit clients, using authenticity and personality as their edge.

Lisa has worn many hats in the financial services industry over the last two decades - from marketing support at a licensee to the brand manager at a fast-growing financial planning practice to operations manager at a mortgage broking business and as a marketing consultant.

With this jill-of-all-trades marketing experience and her energetic approach, Lisa has found her groove helping financial advisers be relatable, memorable and referable through consulting, speaking and done-for-you creative services.

In 2022, Lisa was named Independent Financial Advisers Marketing Consultant of the Year and Women in Finance Marketing Professional of the Year in Australia. 

Lisa is fascinated by the emotional side of money and is on a mission to help advisors shine with their real personality and purpose, so more people can grasp the true value of advice and transform their relationship with money for the better.

Financial Adviser marketer Lisa Greensill walking out of a house, smiling holding a phone and a green wallet, wearing a white sleeveless top and beige pants.
IFA Excellence Awards 2022 badge for Winner Marketing Consultant of the Year, with black, white, pink, and gold colours.
Gold and silver circular badge with purple ribbon stating "WINNER," awarded for Women in Finance Awards 2022, in the category of Marketing Professional of the Year.