Planner Pulse 040: Baz Gardner — Social business for financial advisers

Baz Gardner, from the Social Adviser, is an ex-financial adviser, who now teaches advisers about social business — beyond just simply how to use social media.

He talks a lot about passion and purpose, and says there are just a few things you need to know to get started with social selling:

  1. Who you are

  2. What you care about

  3. What you believe in

  4. Why you do what you do

  5. What your purpose is

Note: This episode was recorded in May 2014.

Listen and learn

In this episode, we chat about:

  • Baz’s experience as an adviser, and how he used an old school online bulletin board for the Queensland Lotus and Ferrari club to attract clients that had similar interests to him

  • The difference between pitching and building relationships based on giving value

  • An example of how to automate contacting a client when they turn 55, to talk about transition to retirement

The only content that matters is the content that reflects who you are.
— Baz Gardner