Expert Digital Marketing for Finance Businesses That Want Serious Growth Beyond Referrals
You're an expert at what you do.
You’ve built a strong reputation, a solid client base, and much of your work comes through referrals.
Referrals are a great vote of confidence in your skills and reputation, but they’re unpredictable and you can't scale a business on word of mouth alone.
I work exclusively with Finance Businesses like yours, to build a solid lead generation machine that brings in consistent, qualified leads so you never have to worry where your next client is coming from.
If you work with me, you’ll say goodbye to spending time and money on marketing that doesn’t work. Instead, you’ll have a powerful marketing system that uses the right channels and gets measurable results and a strong ROI.
Marketing Challenges That Finance Business Face
The truth is, most finance professionals are brilliant at what they do. But marketing is a completely different skill set and such a critical key success factor in a business.
You're probably experiencing one or more of these challenges:
You don’t have a cohesive marketing strategy that works
A website here, a Facebook post there, the occasional ad — but none of it connects. Marketing works when every channel works together as a system. Without that, you're spending money and getting inconsistent results.
You're posting on social media but it's not generating real leads
It takes enormous time and effort, and the results don't justify either. Your time is worth far more than that — and there are far more effective ways to reach your ideal clients.
Your competitors are showing up on Google and you're not
When a prospect searches for a finance broker, financial planner, or accountant in your area, your competitors appear first and get the call. If you're not visible, you simply don't exist to that person.
Your website looks good but is not producing new client enquiries
Visitors land on your site and leave without contacting you. It looks professional, but it's working as a brochure — not as the sales tool it should be. You're leaving enquiries on the table every single day.
You're relying on referrals and hoping they keep coming
Referrals are great — but inconsistent. If your pipeline depends entirely on word of mouth, you don't have a growth strategy. You have a waiting game. And waiting isn't a plan.
The Solution:
A Done-For-You Marketing Engine, Built for Finance Businesses
Facebook Ads
When done properly, Facebook Ads work extremely well for finance businesses.
Social Media Marketing is great for brand presence but it requires LOTS of effort and skills to generate an adequate amount of leads. It’s a long-term strategy, whereas Facebook Ads can reach far more people, the right people and get results far more quickly.
Benefits of Facebook Ads:
Hyper-Targeting Capabilities: Unlike traditional advertising, Facebook allows businesses to target specific audiences based on age, location, interests, and behaviors
High ROI and Conversions: Facebook has one of the highest digital ad ROIs. The average conversion rate often surpasses other social platforms, making it effective for driving website traffic, sales, and leads.
Retargeting Potential: Businesses can show ads specifically to people who have already visited their website, increasing the likelihood of conversion.
My dedicated Facebook Ads Specialist would love to create a winning ad campaign for your business.
Google Ads
Google Ads are a powerful tool to gain immediate visibility and drive sales by targeting customers actively searching for services.
Google Ads offers a high return on investment (ROI) because you only pay when someone clicks. You can control your budget while targeting specific, high-intent audiences.
Google Ads combined with Facebook Ads allows powerful targeting across platforms to achieve maximum opportunities to get in front of your ideal clients.
Benefits of Google Ads:
Fast results: SEO can takes months to build and get visible. Google Ads can drive traffic to your website or business immediately after a campaign launches.
Target High-Intent Customers: And zero in on your ideal clients who are actively looking to purchase your services, increasing the likelihood of conversion.
My dedicated Google Ads Specialist would love to create a winning campaign for your business.
Google Business Profile
If you don’t have a strategy to drive traffic to your website, you won’t get sales, no matter how stunning it may be.
I’ll help you get found on local Google search and drive consistent traffic to your website, your phone or your social media pages.
How I Get You More Enquiries:
Optimised Google Business Profile set up
Regular Google Posts including photos
Managing Reviews by your clients
Ongoing optimisation to improve your ranking
Website Design
Your website should be your best salesperson, working 24/7 to capture leads and drive sales.
My team and I design beautiful, fast, user-friendly websites with one goal in mind: to turn visitors into sales enquiries.
How I do this:
Guiding visitors to contact you
Trust signals that build confidence
Fast loading websites
User-friendly mobile experience
Lead capture forms that get filled out
Onsite SEO to help you rank on Google Searches
My website services include full website design and development, website upgrades, website migrations and more.
Search Engine Optimisation (SEO)
Get found by your ideal clients — without paying for every click.
When a potential client searches "finance broker [your suburb]" or "accountant near me," does your business appear? If not, a competitor is getting that call instead.
SEO is the process of making your website rank higher in Google's organic (non-paid) search results — so you attract high-intent prospects who are already looking for exactly what you offer.
Powerful for finance businesses, SEO is a long-term asset. Done well, it compounds over time (like compound interest), reducing your reliance on paid ads and putting your business in front of the your ideal clients consistently.
Email Marketing
Stay front of mind with your prospects and clients — automatically.
Most prospects aren't ready to buy the first time they land on your website or see your ad. Email marketing keeps you in front of them until they are — nurturing trust, demonstrating expertise, and making sure you're the first call they make when they're ready.
For finance businesses, email is one of the highest-ROI marketing channels available. Your list is an asset you own — unlike social media followers, no algorithm can take it away from you.
Who this is for:
Finance businesses that want to convert more leads into clients, re-engage past clients, and build a database that works for them around the clock.
Email marketing is available as an add-on or included in higher-tier packages.
Meet Jodi Hay
Hi there! I’m a Digital Marketing Specialist based in Queensland.
I have 10+ years marketing experience along with 25 years hands-on experience in various Finance Businesses including public and commercial accounting, bookkeeping, finance broking, insurance and consulting.
I created Jodi Hay Digital Marketing to provide performance marketing services to help Finance Businesses to scale and grow their revenue without the effort or overwhelm.
I work with a talented team of highly skilled marketing specialists with expertise across all aspects of paid and organic digital finance marketing, ensuring that my clients get impressive results and ROI.
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