Welcome to episode 46 of The Innovating Advice Show.
I’m joined by Ben Nash, Founder of Pivot Wealth in Australia.
I’ve known Ben since he started Pivot Wealth five years ago and have always been in awe of his branding and marketing. So in this episode we’re talking through his approach to both, including his experience and success with videos, social media, webinars and in person events where he’s getting up to 85% conversion, LinkedIn, podcasts and how he repurposes the same content across different platforms.
We also chat about the positive impact that Pivot Wealth is having on the world by being a B1G1 - a buy one give one - Business for Good.
Ben is a Financial Adviser who founded Pivot Wealth to help young professionals make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you happy, it will give you options and the freedom to pursue the things that WILL make you happy.
Pivot was born out of Ben’s frustration at seeing far too many people earning good incomes but wasting the opportunities this income could be providing them. Ben has found you can spend money on the things that are most important to you now, AND set yourself up to be able to keep doing that in the future. It just takes a bit of clarity and the confidence to make it happen, which Ben loves helping people achieve.
Taking action is the most powerful thing you can do when it comes to money, but first you need to know the rules of the game. As a self-confessed finance geek, Ben educates you about how to make the most of your money. In Ben’s workshops he draws on practical experiences from working with hundreds of young professionals to provide simple and tried and tested money strategies that actually work, delivered in an easy to understand way.
00:40 - Introducing Ben Nash
02:37 - The catalyst for starting Pivot Wealth
05:55 - Bringing a charitable element into financial planning
11:44 - How you can implement B1G1
13:57 - Developing the brand
18:00 - Leveraging different marketing channels
18:29 - Creating videos
23:05 - Posting on different channels
24:20 - The workshops
32:09 - Tracking the success of the podcast
34:45 - Some marketing channels work best than others
36:44 - Where the bulk of Ben’s clients come from
37:20 - The growth of clients over the years
38:53 - Where to start if you want a brand reset