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:
Who you are
What you care about
What you believe in
Why you do what you do
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