Jenny Brown

Leading Professional Investment Services practices JBS Financial Strategists and Evalesco Financial Services have been nominated for best financial planning website in the Financial Standard MAX Awards.

The MAX Award criteria for the best financial planning website category was based on utility, navigation, relevance and functionality for the end-user, namely the practices’ clients and potential clients.

‘It’s great to be recognised for the extensive work we at JBS put into our online presence – it’s the way the world is moving and we need to keep up,’ says Jenny.

Marshall and Jenny’s sites were nominated by the public via online submissions, based on their engaging visual and audio aspects as well as their consistent online presence through social media.

‘More often than not, Evalesco’s website is the first point of contact a client or potential client has with us, so it’s vital that we cut through the noise with content that is relevant, fresh and fun. Our Financial MasterClass series, which was released with MasterChef is a perfect example of this’ says Marshall.

Professional Investment Services’ parent company Centrepoint Alliance’s Head of Distribution Strategy and Marketing Neil Rogan says Marshall and Jenny’s nomination is in line with Centrepoint’s ethos for utilising best practice technology.

‘We’re proud of Marshall and Jenny’s commitment in using technology to enhance their practices’ client engagement opportunities,’ says Neil.

This isn’t the first time these dynamic professionals have been nominated for industry awards – in 2013 Jenny took out the title of AFA’s Adviser of the Year and the FS Smiley Scholar of the Year and Marshall won the FS Smileys Influencer Award.

‘Online communication has opened a whole new world for us to connect with our clients and publicise the work we do at Evalesco – including regular blog articles, videos and real-time Twitter updates – and our website is the doorway to all of these channels,’ says Marshall.

Both of these innovative advisers recently presented as part of Professional Investment Services’ Business Leaders’ panel at the annual conference in Shanghai, China.

‘It was great sharing our insights with the broader Professional Investment Services network, especially from a different perspective than what they’re used to – namely our marketing and client engagement strategies,’ says Jenny.

Jenny has been at the forefront of the financial advice industry of late, including winning 2013’s AFA Financial Adviser of the Year and representing women in financial services and various industry events.

Click here to to cast your vote for the best financial planning website.

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Reporting to Head of Distribution Strategy and Marketing, Neil Rogan, Darren and Ryan have been appointed to further strengthen the service and support existing and new practices.
Darren will take on the position of National Business Consultancy Manager, commencing on Monday, 5 May 2014.

‘Darren is a proven leader in the area of adviser growth, retention, building high performing teams and enabling adviser practices to reach the goals they aspire. His focus will be to drive high
performance across our national network and this will be key as we move into our growth phase’ says Rogan.

Ryan Goodfellow will be joining the Professional Investment Services team as State Manager for Victoria and Tasmania, commencing on Wednesday, 9 April 2014.

‘Ryan will focus on recruitment, growth and the development of our advisers’ practices including
consulting to the network on new initiatives such as Business Health and continuing marketing and growth initiatives all designed to offer PIS practices the simplest and most profitable offering in the market.

‘With a collective industry background spanning more than 35 years, these gentlemen will be instrumental in the support and growth of our network’s financial planning businesses,’ says Rogan.

These appointments come after last week Professional Investment Services’ parent company
Centrepoint Alliance announced its plans to raise capital that will significantly bolster its financial
strength and position the group well for long term growth and create opportunities for the wealth management business.

‘Centrepoint is also investing in ‘capability funding’ for the wealth management business, like building a smarter practice – integrating various systems and solutions in the marketplace to make the advisers’ life much easier.

‘These are two great appointments for the Professional Investment Services business as we continue to build on the expertise within our team to provide our network with consistent, quality, best in industry services,’ says Rogan.

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