Lisa Gregory, Marketing & Development Manager at Lifespan Financial, joins Jenny Pearse to take a deeper dive into how and what financial advisers should be tapping into with their dealer group. Lisa provides a unique perspective to marketing in the financial advice space.

She is a passionate advocate for advisers, seeking to enable them to have quality conversations and connections with their clients. Working for over 20 years in a wide range of roles, including marketing, practice development, and advice innovation, Lisa has a great understanding of the challenges advisers face engaging and connecting with clients.

https://lifespanfp.com.au/