Financial services brands can do social: Pete Matthew, MD, Jacksons Wealth Management

Key Takeaways

• Even small financial firms can achieve social media success with consistent content.
• Pete Matthew’s Meaningful Money project drives the majority of new enquiries to Jacksons Wealth Management.
• Simplicity and education, not sales pitches, build trust and audience engagement.
• Content creation is a long-term strategy—a slow burn that builds credibility.
• Financial education fills a public knowledge gap often missing from traditional schooling.