Pete Matthew, managing director of Jacksons Wealth Management, a small financial services firm based in Penzance explains the key to social media success. (Part of a series of video interviews by the DMA Social Media Council.)
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Financial services brands can do social: Pete Matthew, MD, Jacksons Wealth Management
Published by Uma Rajagopal
Posted on March 13, 2014
1 min readKey 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.
References
Frequently Asked Questions
Who is Pete Matthew?
Pete Matthew is the Managing Director of Jacksons Wealth Management in Penzance and founder of the Meaningful Money educational platform.
What is Meaningful Money?
Meaningful Money is Pete Matthew’s long-running content platform featuring videos, podcasts and articles aimed at simplifying financial education.
How has content benefited Jacksons Wealth Management?
Meaningful Money has become the primary source of new enquiries for Jacksons, driving client growth through trust and education ([music.amazon.com](https://music.amazon.com/podcasts/0b27574a-c29a-449d-9439-a7b6c78e5e93/episodes/f856d6a1-6c4e-4301-9530-948d172dd98b/talk-fs-pete-matthew-on-content-led-growth-in-wealth-management-s2-e12?utm_source=openai)).
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