Financial Planner Life Podcast
Orann Coyle – financial planning client acquisition via Instagram!
Feb 7, 2024
In this podcast, Orann Coyle shares how he successfully uses Instagram to acquire clients, with over 16,000 followers. He discusses challenges, strategies, and support from St James’s Place. Learn about his journey, the benefits of accountancy knowledge, and the importance of social media in building trust. Discover insights on content creation, client acquisition, and financial success through social media strategies.
58:14
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Quick takeaways
- Orann Coyle effectively utilized Instagram for client acquisition, converting over 300 inquiries and showcasing social media's business growth potential.
- Oren's accounting background enhanced his ability to provide tailored advice, understand client financial positions, and offer effective recommendations regardless of business size or age.
Deep dives
Transition from Administration to Financial Planning
Starting as an administrator, Oren Koyle transitioned into power planning and eventually financial planning. His entry into financial planning coincided with the COVID pandemic, forcing him to adapt to new client acquisition methods. Leveraging Instagram, he amassed 16,000 followers and effectively converted over 300 client inquiries, showcasing his success in leveraging social media for business growth.
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