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Jenny Lee-Koksal
Works at CollaborationCafe
Attended Riverside Girls High
Lives in Australia
15 followers|3,708 views
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Jenny Lee-Koksal

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How advisers can stay 'top of mind' with ideal prospects using LinkedIn?
#linkedin   #linkedinmarketing   #linkedinpublish   #financialadvisor  
Trying to differentiate yourself from your well established peers especially in the financial advice space is tough. Competition is stiff when you're the 'new kid on the block' and you're trying to get yourself established in a crowded market of mature and prominent planning firms full of rich history, and with long-standing die-hard loyal clients. You might be asking yourself, 'How do I get noticed?'Are you ready to get noticed?Take the step to ...
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Jenny Lee-Koksal

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How financial advisers can use Facebook to engage with clients?
#facebook   #facebookmarketing   #facebookpage   #financialadvisor  
If you are an adviser wanting to build lasting relationships, engage with people that matter most to you and to your business, then Facebook can be used as a great tool to truly engage in ongoing conversations.It is an easy and a fun way to build a community of your most loyal fans and clients.When you hear of astounding statistics like Facebook having over 1 billion users, you want to be visible where your clients are, and where your clients are...
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#financialadvisor s - Are you asking MEANINGFUL questions to your clients?
  #financialplanningquestions   #clientengagementquestions  
Meaningful & engaging financial planning questions financial advisers should ask clients. Questions used to clarify vision, objectives, purpose, understand client's current situation, challenges, strengths, gaps, accountability, readiness, motivation & commitment.
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Learn Facebook's new Call to Action button for Business Pages
#facebookmarketing   #facebookCTA   #facebookbusinesspage  
When viewing some of the Facebook Business Pages I manage, I noticed a new Create Call to Action button on the Timeline Cover photo like the one below.When you hover your mouse on it, you’ll see the following explanation: Add a button to get people to take action from your Page such as Shop or Sign Up. Once you click on the button, a new screen will pop up where you can choose the type of CTA button that best suits your business goals. The CTA bu...
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Jenny Lee-Koksal

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Financial Advisers: How meaningful are your Client Review Meetings?
#ongoingservice   #adviserservicepropositions   #clientreviews  
Having observed numerous adviser - client review meetings as a PDM (Practice Development Manager for major Australian financial service licensees), I witnessed lots of different review meetings advisers conducted, and saw 'the good, the bad and the ugly.'The 'good ones' always had a true understanding of the actual purpose for client review meetings. Those elite advisers understood WHY they conducted client review meetings, and why it was a signi...
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How to use social media to attract the people that matter most to your business?
#socialmedia   #socialmediastrategy  
So, you're a small business owner, and you hear of your competitors announcing they are now on Facebook, LinkedIn, Google+, YouTube and etc, literally every day, and you think, I need to get on social media. With haste, you excitedly launch your own social network channel such as a Facebook Page ...
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Jenny Lee-Koksal

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Why wealth management firms should care about Content Marketing?
#contentmarketing   #contentcreation   #wealthmanagement  
If your firm has a business goal to attract new clients and retain existing clients, then having a defined content marketing strategy should be at the core of any business marketing plan!What is Content Marketing?Content marketing is a strategic marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly-defined audience — and, ultimately, to drive profitable customer action*...
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Financial Advisory firms - don't ignore Social Media cos your competitors are not!
#socialmedia   #financialadvisor   #wealthmanagement  
What do all wealth management firms and their advisers want to achieve?They like to attract more ideal clients, and retain them as long as possible.How do you attract them and retain them?Traditional methods of attracting new clients range from adviser's traditional marketing efforts like conducting seminars, business networking, advertising in local papers, and receiving referrals from their existing clients.When working as a Practice Developmen...
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Jenny Lee-Koksal

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It's not difficult to grow your professional brand or business with LinkedIn's Publishing Tool!

Here is how I am doing it
#linkedin   #linkedintips   #linkedinpulse   #linkedinpublishing  
It seems now most people have access to the magic LinkedIn pen icon that displays 'Create a Post' when you hover your mouse on it.What is the LinkedIn Pen Icon?Well, from about February 2014, LinkedIn rolled out to all users the ability to write and publish their own Posts.It's like being given your own publishing or media platform to express your ideas, thoughts and information to get noticed, and to become influential!When you publish a post on...
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Financial Advisers: Keen to know your WHY do you do what you do?
#clientengagement, #financialadvice   #why  
Having worked as a Practice Development Manager (PDM) at various advisory firms, we ran workshops to help advisers answer a simple yet a powerful question of WHY.Why do you do WHAT you do?It is not a common question that gets asked of any profession, and even though it seems like a simple question, it is quite a challenging one to respond to.The 2 questions we asked were the following:Why should I hire you?Why should I retain you?Common responses...
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Why have a Facebook page? “Facebook can help you reach all the people who matter most to your business”. That what Facebook promotes, and they can be right, in helping you reach new customers, engage with existing ones, and help broaden your brand across many unchartered communities.
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Have her in circles
15 people
Claudia Jordan's profile photo
johnson anderson's profile photo
Wayne Lennan's profile photo
The Age's profile photo
Colin Williams's profile photo
Max Pagnin's profile photo
Simon Alekna's profile photo
Sean Smith's profile photo
Koray71's profile photo
Work
Occupation
Founder of Collaboration Cafe, a bespoke Digital & Social Media Marketing Agency.
Skills
#digitalmarketing, #socialmediamarketing, #relationshipbuilding, #helpingbusinessesgrow, #coaching, #training, #getthingsdone, #focused, #fullofpassion
Employment
  • CollaborationCafe
    Founder & Enthusiastic Social Media Explorer, 2014 - present
    CollaborationCafe is a bespoke Digital & Social Media Marketing Agency specialising in helping Small to Enterprise businesses ATTRACT, CONVERT, RETAIN & ENGAGE new clients.
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Australia
Contact Information
Work
Mobile
0428 198 953
Email
Story
Tagline
I want to be a successful MUMpreneur, and lead the lifestyle I dream of for my family. I gave up my corporate job in March this year, and I am on my way of becoming an entrepreneur, fingers crossed! I have set up a Digital & Social Media Marketing Agency to help Small to Enterprise businesses ATTRACT, CONVERT, RETAIN & ENGAGE more ideal clients.
Bragging rights
Achieved childhood dream of being a glamorous Flight Attendant. Worked for Ansett Australia for 5 years. Decided to have a career change, and re-invented myself as a Financial Planner, and have worked in the Advice Industry for the last 15 years. Needed a change, and got hooked on Social Media Marketing for business purposes, and is obsessed about learning everything I can about Digital & Social Media Marketing, and imparting this knowledge to businesses.
Education
  • Riverside Girls High
  • University of New South Wales
    BA (Economics & Japanese)
Basic Information
Gender
Female
Links
Contributor to
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HubSpot Certification Programs
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Extremely fresh, great tasting sushi and sushi rolls. Yummy for the kids, and perfect for a healthy snack.
Public - 2 months ago
reviewed 2 months ago
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