Adding pop and spark to financial planning events
•AS SEEN AND HEARD ON•
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 advisers.
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.
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:
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A 60-minute immersive session to profile perfect-fit clients — the crucial first step to building a marketing presence that attracts quality clients who swipe right, stick around, and spread the word.
Practical, mind-opening and fun!
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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.
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 the Co-Creator of Brandover®, a brand and marketing consultancy 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 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 advisers communicate with purpose, reach more people who need their guidance, and create genuine positive change.
