I help financial advisers find their marketing mojo

Marketing Advisor | Messaging Specialist | Speaker

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As seen and heard on

I'm Lisa Greensill, and I help financial advice businesses who know... "We're so much more impressive in real life than what people see online."

I get it. Marketing is one of those things you think about right before shoving it into the too-hard basket.

But the reality is, if you struggle to articulate your genius in a way that resonates with the right people, perfect-fit clients are scrolling right past you, never knowing what they’re missing.

With two decades in the financial advice world, I understand the nuances of marketing in this industry.

Through brand and marketing makeovers and speaking, I help financial advice businesses swap generic for genuine - because being real is your edge.

No paid ads or marketing fads.

My flavour of marketing builds solid foundations that create compounding benefits - helping you wow, keep and multiply clients like your favourites. You know the ones - they get you, they value advice, and they're happy to pay for the mental freedom and financial confidence you deliver.

We've been searching forever to find someone who understands financial planning to work with on our brand message and website. Lisa gets what we do and was able to translate our thought bubbles into readable, relatable, interesting content. As an added bonus she's organised and energetic to work with.

Susie Vincent | Goldsborough Financial Services
Lisa has taken our branding and target market messaging to a new stratosphere. We couldn’t have got to where we are now as quickly and successfully as we did without her expertise and guidance … simple as that.

Shane Hayes | Family Aged Care Advocates
Lisa achieved something practically undoable for a Financial Advice firm with our new website - She magically "un-financed" it, taking it from techy and formal (and let's be honest, pretty boring!), to approachable and relatable to our target market. Thank you Lisa! We could never have reimagined the wheel as you have. Highly recommend!

Kelly Mackay | Consortium Private Wealth
If you want someone to help you unlock and draw out that knowledge you have inside to get crystal clear on your message and to bring your brand and marketing to life, I couldn’t recommend Lisa more.

John Manserra | Apex Advice
Lisa is a breath of fresh air and I recommend you have a chat to her to see how you can change the way you market to your ideal clients.

Geoff Ivanac | Real Life Financial Planning
She is very passionate about what she does and understands the positive impact that financial advice can have on the lives of others. We are huge fans and believe that working with Lisa has significantly increased the value that we deliver for our clients.

Luke Dalziel-Don | WealthFit
All I can say is I have goosebumps. We're happy with what you've been able to draw out of our brains because that's the hardest part. Sometimes, it's taking what's in our head and actually articulating it in words. That's the part that we can't do.

Nat Lidestri | Denaro Wealth & Denaro Link
Before working with Lisa, I struggled to put into words what makes my business unique. I knew what I wanted to say but just couldn’t quite nail it. Lisa changed that. She has this incredible way of pulling out the essence of a brand and translating it into messaging that actually feels right.

Werner Jansen | Financial Purpose Planning

For Financial Advice Businesses

Brand and marketing makeovers

With our signature Brandover® method, we find your unique genius, uncover the clients you’re excited to work with and pinpoint exactly why you’re the best choice for them.

We then take all that good stuff and build a 5-star brand experience that screams ‘you’.

For:

Single + multi-planner practices
Multidisciplinary practices

MORE ABOUT BRANDOVER →

For licensees and financial groups

Conferences, workshops & PD Days

Are you looking for ways to help your advisers come unstuck with their marketing? Or need an injection of fizz and bubbles for your conference, PD Day or team building event?

I can custom-create a virtual or in-person workshop to suit your learning outcomes and audience.

I love distilling marketing into clear, digestible insights with zero fluff and a practical approach.

MORE ABOUT SPEAKING →

I help financial advisers find their marketing mojo

As seen and heard on

Lisa has taken our branding and target market messaging to a new stratosphere. We couldn’t have got to where we are now as quickly and successfully as we did without her expertise and guidance … simple as that.

If you want someone to help you unlock and draw out that knowledge you have inside to get crystal clear on your message and to bring your brand and marketing to life, I couldn’t recommend Lisa more.

Lisa is a breath of fresh air and I recommend you have a chat to her to see how you can change the way you market to your ideal clients.

She is very passionate about what she does and understands the positive impact that financial advice can have on the lives of others. We are huge fans and believe that working with Lisa has significantly increased the value that we deliver for our clients.

All I can say is I have goosebumps. We're happy with what you've been able to draw out of our brains because that's the hardest part. Sometimes, it's taking what's in our head and actually articulating it in words. That's the part that we can't do.

Before working with Lisa, I struggled to put into words what makes my business unique. I knew what I wanted to say but just couldn’t quite nail it. Lisa changed that. She has this incredible way of pulling out the essence of a brand and translating it into messaging that actually feels right.

For Financial Advice Businesses

Brand and marketing makeovers

For licensees and financial groups

Conferences, workshops & PD Days

Let’s chat