Watch a video version of this episode on YouTube.

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: