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Financial Planner Marketing Playbook


Jan 9, 2019

In this episode of the Financial Planner Marketing Playbook podcast, we’re talking about change and how to outsmart it.

A change in management, the arrival of a new competitor, market consolidation, a disappointing quarter or a new direction for your business can all disrupt our best-laid plans. How we respond to unexpected change can determine our success or failure.

My guest today, marketing veteran Engelina Jaspers, is a student and teacher of business and career agility.

Her book, Marketing Flexology, is the step-by-step guide to creating a dynamic and resilient marketing organisation that can withstand change, disruption and transformation.

As a former vice president of marketing and vice president of sustainability for Fortune global companies, Engelina knows that delivering tangible business results is crucial — not only to the success of your organization, but to the success and longevity of your career too.

As Financial Planners, we’re all well used to change; we often experience change in regulation, investment markets, and client expectations.

Engelina’s message is that we shouldn’t waste another good crisis by being unprepared. It's time to future-proof your career, your team, and your marketing platform.

Here’s my conversation with Engelina Jaspers, author of Marketing Flexology, in season one, episode six of the Financial Planner Marketing Playbook from Bamford Media.