Small FS firms can do social: an interview with Jacksons Wealth Management

While financial services brands shouldn’t enter social media communications lightly, enter they must. More of us are conducting at least some of our financial affairs on the go through mobile banking and home budgeting apps while half of us who use Facebook access the site from our mobiles. It’s not just global financial services brands that stand to gain, local firms who master the art of social can extend their reach far beyond the geographical limits of their business.

As Pete Matthew, managing director of Jacksons Wealth Management, a small FS firm based in Penzance says the key to social media success is to give value, keep giving value, listen to people and then act on what they are saying. “The clue is in the name – social – people want to connect with you. If you’re faceless, bland and just keep pumping out information people won’t want to connect with you. They want to get to know you, like you, follow you and eventually… trust you.”

DMA Social Media Council member Julie Atherton, chief strategy officer at Indicia, interviewed Pete as part of a series of video interviews on how different sectors are using social.

By Smarayda Christoforou, Copywriter, DMA