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The 4 am Report

Sep 4, 2019

Financial brand marketers. Take note! This episode of The 4 am Report is for you.

Things are changing right now in the traditionally slow-to-change financial industry. Many big brands are undergoing major re-brands as they try to figure out this new 2020 investor.

Wendy Brookhouse is an independent financial advisor, and she’s tired of seeing financial brands missing the opportunity to step up their understanding of the modern investor that’s very different than the investors of yore. 

"It’s time to come up with something other than a couple on the beach in a sailboat, or on the golf course, to show financial freedom. I mean, if you can't do that, you really should go get another job!”

And that’s just the beginning!


Wendy’s take is that it’s about leveraging user experience and using that to deliver the financial industry responsibility to build better habits. Her big tip? Gear your marketing, just like your financial planning, to predictive indicators versus lagging indicators. See who we think is doing it well!!

“Replace your quest for marketing greatness … from making big promises and absolute statements to actual intelligent audience connection, and find out the true embodiment of the client journey...”

It’s a woke world, and we’re just getting started investing in it as marketers, right Wendy?

Wendy further shares a fascinating theory: Convenience beats loyalty. 

We’re calling this the disrupter of the future. Why is this relevant to our financial brands?

You need to listen to find out, won’t you?

About Wendy 

Wendy Brookhouse

Wendy Brookhouse is a behavioural finance focused advisor who helps smart, ambitious people unleash their money power. Wendy believes that we all have money power. It is buried under life’s pleasures, unconscious spending and the desire to have the lives that everyone else’s social media says they have.  She invented the One Number Solution, a trademark system that unleashes money power with strategies around spending, debt, saving and safety net.


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