“We felt like we had hit an invisible ceiling in our agency and we needed to find a better way. Jackson made it so simple for us to restructure our offer, make it more profitable and sustainable and helped us add an extra $27k in 6 weeks! We couldn’t be happier”
Jason and Celia – Bonsai Digital Marketing
Celia and Jason Polkinghorne run a digital marketing agency, Bonsai Digital Marketing. Their business helps financial planners and advisers spice up their social media content AND provide proven and tested marketing systems and strategies.
Celia and Jason initially started their business as a copywriting and photography service provider but they were selling their time for money. So, they came up with a new business model that helps financial service based owners generate leads for their business. Thus, Bonsai Digital Marketing was born.
BUT A NEW BUSINESS MODEL COMES WITH A NEW SET OF PROBLEMS.
“A lot of businesses don’t have their own sales process set in stone. And they’re not sure of what they’re doing when it comes to selling to people. And that was sort of wasting the opportunities, we were getting them[…]We found it hard to get testimonials from people because even though we got like 30 leads, in a month, they’d only converted one or two, and they weren’t happy with that.”
Celia and Jason didn’t know that they were sleeping on their business’ potential, setting up marketing foundations and educating their clients on what they do.
THEY KNEW WHAT THE PROBLEM WAS BUT THEY DIDN’T KNOW WHAT TO DO NEXT.
“It was as if the fates conspired to let Jackson and Jason meet. Jason got in touch with Jackson hoping to onboard Jackson as a client but resulted in Jason and Celia finding the solution for the problem they have.”
“If you remember, I tried to prospect you[…]And then I ended up walking away from the call going like, oh, wait a second. This dude had some really good things to say actually…We were made aware of how we could improve things that we weren’t even really thinking about.”
THE 3 BIGGEST BENEFITS CELIA AND JASON GOT FROM THE WEALTH ACCELERATOR PROGRAM
- Unpacking intangibles
- System and Process
- Support and Mentorship
THE GREATEST VALUE
Celia and Jason express the importance of knowing how to unpack your business’ service’s intangibles in education to your clients and articulating your value proposition.
“Sometimes it’s hard to convey to people what they don’t know or what they’re not doing. You helped us to learn the language that you use to convey ideas to people, unpacking those intangibles.” – Celia Polkinghome
SO, WHAT DID THE PROGRAM DO TO BONSAI DIGITAL MARKETING?
The Wealth Accelerator program has been an absolute game-changer for Celia and Jason. Not only did they make more money with the help of the program (over $27,000 in 6 weeks to be exact), but they also saved time. They created a “done with you” service offering which allowed them to provide greater value to their clients through group programs.
If someone would say at the beginning of this year that in June that they’ll be working with three different financial planning firms in different states, they wouldn’t believe them. But look where they are now, exceeding their own self-limiting beliefs.
“Not only made us money but saved us time. We created the done-with-you service where we can provide the same great service but for more than one person at a time, and you do it together with them.”
WHAT CAN CELIA AND JASON SAY TO THE MARKETERS OUT THERE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?
“It was a concern for us at first because we were wondering how much Jackson knows about marketing? And like, what we do the lead gen and doesn’t matter. It did take us a while to get our heads around it. Is this going to take us in the direction that we need or is it veering off course? But it was the direction we needed. And I guess like the value for us of doing this is another realisation is well, you need to look at your business through different lenses. So if you’re a marketer business, not just a marketing lens, and if you’re a financial planning business, not just a finance lens, and, and having other people in the course who work with similar types of clients as us, but work through a different lens, like mindset coaches or something like that has been like, totally invaluable, and in a way that I wouldn’t have been able to anticipate or expect.” -Celia Polkinghome
Are you on track to achieve your financial an lifestyle goals?
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks
and turn your business profits into personal wealth.
STEP 1 TO BECOME A PRIVATE CLIENT
Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks and turn your business profits into personal wealth