New marketing alliance delivers more free leads to financial advisers, mortgage brokers and accountants

Wealth Know How, Australia’s fastest growing provider of independent financial videos and Pro Adviser, the first free lead generation service for financial services professionals have partnered to educate and engage consumers via online video.

The partnership will generate more free leads for financial advisers, mortgage brokers and accountants, says Pro Adviser’s Managing Director Nikhil Sreedhar.

Under this new alliance, Pro Adviser’s new website will show a cross section of Wealth Know How’s educational videos on topics such as SMSFs, Term Deposits and portfolio diversification in order for consumers to connect with the brand as a credible professional services referral destination.

Pro Adviser will also use the videos to engage prospects for professional services via email marketing and social media.

Sreedhar says; “We are delighted to be working with Wealth Know How who are leaders in their field.”

“We immediately saw the value of providing high quality and unbiased video content to consumers in order to get more leads to our clients. Wealth Know How offers us independent educational information that is professional and credible.”

“We will utilise their educational videos to build trust and confidence.  We hope to deliver our professional services clients more free referral leads from us”.

Wealth Know How’s Co-Founder George Lucas adds; “It is vital consumers are engaged and educated with targeted financial video content to create trust, especially if they are looking for a referral. The end result will be more interaction by consumers with the ProAdviser brand.

“We are excited about our relationship with ProAdviser and see them gaining market share by using professional videos to educate their market.

“The real outcome for ProAdviser will be that viewers will be spending longer on the ProAdviser website and their proactive marketing using our videos will also mean consumers will spend more time interacting with their brand.

All this means more consumers on the website looking for referrals to professional services providers and in turn more free leads sent on to advisers, accountants and mortgage brokers. It is a win for everyone”.

Wealth Know How offers an extensive and growing library of short, easy to understand financial educational videos for use on websites and across a range of digital marketing tools.  It has a free of charge website available to consumers and also makes it content available to professional services firms for digital marketing.

 

 

Leave a Comment

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

SMSF establishment needs justification beyond ‘generic’ client statements: AFCA

The nation’s financial services dispute resolution service has made clear that justifying the establishment of an SMSF requires more than just vague indications from clients that they want more control of their super.

Sort content by