Creating a lasting impression on prospective clients and converting them into leads with minimal direct interaction is more plausible than you think! 

Patrick Briscoe does just that, and more, by simply building an ‘internet-friendly’ business. He prioritizes techniques like regularly managing his Google ranking, building a strong social media presence, and integrating a robust content strategy. 

Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start online to gather information. If you can build trust with a potential client before they even pick up the phone, you’ve won half the battle. 

Today we’re talking to someone who has done just that - Patrick Briscoe. He’s using the internet and social tools to build a modern day financial advisory business.

You’re going to learn how he’s done it and how you can start using the same tools for your business today. 

Patrick Briscoe is a Financial Planner at Bayswater Wealth Management with IPC. He embarked on his financial advisory career in 2011 after a transformative teaching stint in London, England. Combining his educational expertise and passion for finance, Patrick naturally transitioned into the financial industry upon his return to Canada and quickly established himself as a trusted advisor, helping Canadians from coast to coast plan for and live through retirement.

Patrick Briscoe is also a co-author in the forthcoming books, entitled Financial Success for Pre-Retirees and Financial Success for Retirees.

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Cheers,

Chris