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  • Helping a US Wealth Tech Firm Reach Swiss Private Wealth Audiences

    How we worked with a US wealth tech firm on promoting their services in Switzerland to Banks, Wealth Managers & Family Offices Background - how it came together Grayson Greer & Surya Saikumar are leaders in the First Rate business, developing new inquiries from Banks, Wealth Managers and Family offices in Europe.   They were both attending our networking events in Switzerland.  They wanted to capitalise on the opportunity to record explanatory content on why their offering is so compelling around our PCD Zurich dinner.   They had seen our Film With Us service and wanted to engage PCD Media to produce some content at an upcoming Zurich event. David discussed with Surya their key messages and the draft agenda for the conversation, but they did want the content to have an organic feel & natural tone.   Objectives David devised an agenda for a 15-minute discussion using his wealth management industry knowledge, focusing on their key messages & USPs for the Swiss market.      We recorded the conversation in a relaxed manner in a beautiful salon in Zurich - a refined background to enhance their reputation and position in the market.    First Rate has a sophisticated marketing team in the US, so we were not required to produce the finished product but to deliver an edited version (with additional B roll & flourishes) for their team to finish and publish.   Solutions We delivered the draft content to the First Rate team within a week of recording. Their team was able to finalise the output, adhering to their brand guidelines and avoiding any duplication or unnecessary costs.    We were able to amplify the content on publication with our community of members they are trying to reach.   Benefits First Rates obtained professional content on location in Switzerland for a competitive price to boost her visibility among professional contacts. After handing it off to the accomplished team at First Rate, we did not incur additional editing costs.   We raised her profile among the PCD community, increasing the likelihood of new introductions at future events.

  • Swiss Trustee Boosts Visibility with Profile+

    How a Swiss trustee used our promotional campaign tools to raise their visibility with international visitors to our Geneva dinner Background - how it came together TrustConsult is an award-winning trustee & family office advisor based in Switzerland, Luxembourg, Monaco & Dubai.   Partner & Head of Private Client, Cecile Vuillier is a long-term supporter and attendee of PCD Club events worldwide and is known to many of our members. The timing of the Geneva dinner was critical for marketing Swiss residency in light of the tax changes in the UK affecting Res Non-Doms.     Cecile had seen our Profile+ offer and wanted to utilise it to get further exposure from the event.   Objectives To create pre-event posts for Linkedin, advertising Cecile's attendance, and encouraging other guests to reach out to them.  To capture relaxed headshots and images at the event. To include them in any post-event galleries or social posts.   Solutions & Outcome Our in-house design team created the social assets before the event, which Cecile pre-approved.   We pushed these images out through our social media channels before the dinner to encourage new connections for Cecile.   We shared a selection of event images directly with Cecile & TrustConsult colleagues for their use.  See our LinkedIn post example:

  • Film with Us with Titan Wealth

    How our video production service enhanced a Wealth Manager’s online presence Background - how it came together  Titan Wealth are a UK wealth manager in a strong growth phase - they have a compelling story for professional intermediaries in the wealth sector and HNW clients directly.   They wanted to use our “Film With Us” package to conduct two interviews in London with senior executives, including the CIO (Ian Wood) & CEO (James Kaberry).   In conversation with David Bell, they discussed how portfolios are constructed with the CIO and a broader business conversation with the CEO. How to enhance your storytelling with Film With Us and Profile+ To create two 15 minute interviews with Ian Wood & James Kaberry, with a pre-prepared conversation outline that has been approved by Titan’s compliance team.   From the interviews, we would create a number of shorter, social media friendly clips for distribution on Linkedin by Titan Wealth & PCD Group.   The full content would be distributed via PCD Group magazine to our database by email and social media.   The content will be made available to Titan to host on their website.  Solutions  We produced the two interviews on time and on budget, which followed the pre-approved outline, so met all their production requirements for the assets.   Titan selected a number of short clips from the conversations which they felt were most impactful, which we produced for them to distribute.   The Titan team pushed the clips through their social media channels and placed the full interviews on their website.   PCD also exploited the clips and interviews through social media channels and the digital magazine. Benefits Hassle free video production with a competitive pricing package. Delivery of full interviews and clips on time and on budget. Titan experienced a boost in enquiries through their social channels and website follow the publication of the interviews.   The PCD community are now more familiar with the Titan brand and offering, expanding their opportunity at our events.

  • Lagos Private Wealth Conference: Event Concept and Delivery

    How we created a new international conference event attended by high net worth individuals in a key African market How it came together Leading London lawyer Bimpe Nkontchou approached us with a new conference concept for an event in Lagos.  Bimpe had the vision and contacts in Nigeria and overseas to make the event successful but was looking for a partner to undertake the event planning.     We worked together to define the packages and identified targets for sponsorship.  We contracted the interested parties and created a fully bespoke plan to execute the event and promote sponsors before, during and after the event.  In partnership with an on-the-ground event team, we ensured the successful delivery of the conference.   We are currently planning the 2025 edition.     Objectives PCD Media had eight main objectives: Create a promotional plan, branding and visual identity. Creating a unique brand that works with both HNW Advisor and W8 Advisory. High quality, high-end with sophisticated assets. Multimedia approach using video, microsite, and social media assets. Create accessible speaker bios with QR codes (landing pages and links).  Landing pages for sponsors.  Create sponsorship packages to finance the event.  To ensure the conference program and agenda is suitable.  To create social media assets for the conference and sponsors.  To manage RSVPs and guestlist, provide sponsors with assets and collate all guest data.  The Client Brief To create exposure and visibility for W8 advisory through a physical event.  To create a scalable, brand and visual identity for future growth and establish the conference as the leading wealth event in Lagos.  To generate extensive social media coverage to generate a buzz and reward sponsors.  To manage the guestlist and logistics with multiple parties and sponsors.  For David Bell to attend and endorse the event.  Solutions Created platinum, gold and silver sponsorship packages with market pricing. Launched the event microsite including live event agenda, sponsor landing pages, speaker profiles & guest RSVP forms. Managed all delegate email correspondence including confirmation and any specific requirements.  Handled all sponsor liaison: contracting with sponsors, invoicing, creation of assets for sign-off, liaison with social media teams, branded invites & liaison on merchandising.  Managed the liaison with panelists, planning calls, notes, emails & recordings.  Managed the creation of the guestlist, and printing of delegate badges and lanyards.   Created the brand identity and all visuals for the conference and a variety of social assets for Linkedin.  Recorded video remotely with key sponsors in a variety of locations. Worked with a local event team on event planning. Used a live polling app (slido) to increase delegate engagement during the event. Posted about the event through our channels. Advertised in our digital magazine. The Benefits We successfully executed the event, attended by 150 HNW delegates in Lagos.   The event generated positive feedback from sponsors and delegates.  The international speaker line-up consisted of expert professionals from Nigeria, UK, Bermuda, Mauritius, and Singapore.   We increased the visibility and enhanced the credibility of sponsors.   The event enhanced the profile of Bimpe Nkontchou and her business in Lagos.

  • Schillings: A Bespoke Video Project

    How we developed video content for a leading International Reputation and Privacy Consultancy How it came together: An international reputation and privacy consultancy approached PCD Media to create 3 bitesize videos featuring one of their Partners. These videos focussed on topics relating to advising leading companies and successful individuals all over the world on safeguarding their Reputation, Privacy and Security. Chris and Olivia had a morning to complete the shoot, which included set-up, tear-down and the odd impromptu costume change so we had to work fast! It was Olivia's first time on the shoot; she still says it was one of her favourite days at work. Objectives: To create a natural aesthetic through choice of location and equipment. Develop engaging on-brand videos suitable for YouTube engagement. Display key points on the screen as the videos progress. Solutions: Due to the time constraints and light footprint required we decided to film at a residential address. Lenses with distinctively different focal lengths were chosen to help create a more interesting edit and offer a “cinematic” look. Neutral clothing and a simple corner set up helped focus the viewer and ensured a classy look.  We grabbed a one light, two camera set up along with an off camera teleprompter to ensure that tricky subjects were articulated in the clearest way possible. As part of the post production process, we developed some simple motion graphics which were consistent with the brand at time of completion. Benefits: It's remarkable what can be produced in a morning's work. With some careful planning and some clear creative direction and a snappy script we were able to create a series of videos that have already had a significant impact online. UPDATE: Since this shoot, we created another video in a different location, to be used as part of the series.

  • Locate Guernsey: Event Marketing & Promotion

    How we helped a promotional body from an established jurisdiction drive attendance, visibility and engagement at their flagship London event. How it came together Locate Guernsey was changing the format of their annual event from a seated lunch to an exhibition format and wanted to create maximum impact around the event, which is a showcase for firms on the Island.    Jo Stoddart approached PCD Media about partnering on the evening reception and inviting our professional contacts.  We were also engaged to create a buzz on social media with content generated in advance and on the day of the event.  Objectives To attract attendees from tax, legal, accounting and banking firms in London to attend the conference and reception event. To promote the Locate Guernsey event to professionals for their clients to attend. To create digital assets that can be used post-event for year-round promotion. To drive visibility of the event with stakeholders. Solutions Created an invite for the event to share with our community via email and social media channels.   Promoted the event through David Bell’s social channels and that of PCD Group.   Co-hosted a branded networking reception at the end of the conference.  VIDEO: Interviews in advance in Guernsey on location with HNW clients.  VIDEO: Interviews with a variety of exhibitors and clients.  VIDEO:   Provided a full suite of edited video for use for promotion shortly after the event and for next year.  Created bespoke wrappers, intros and video assets.   Worked closely with their social media team to deliver on time according to their schedule. HNW Client Interviews Exhibitor and Client Interviews Post Event Promotions Square Format Post-Event Testimonials The Benefits The show was a success and reception was well attended by the PCD guests. Visibility was generated for the show online and for each of Locate Guernsey’s sponsors for the show.   Event assets were created to generate interest in 2024 maximizing the opportunity for the Locate Guernsey team to promote the event.   PCD was booked to generate the same coverage in October 2024.

  • TrustConsult Annual Conference: Content & Event Moderation

    How we helped a leading private wealth brand execute a Monaco conference How it came together TrustConsult Group aimed to run its annual conference in 2024 for its clients and professional contacts. With the event being held in Monaco, Cecile Vuillier , CEO of Trustconsult Group in Switzerland, approached PCD Media to help design and add input to the agenda and format of the event, with a focus on distributing content, social media coverage,  and promotion. Cecile wanted to avoid the traditional conference format with presentations that fails to engage the audience.  She envisioned a conversational panel format that would be more interesting and informative with David Bell  as host. Cecile also asked for photo and video assets for post-event distribution.  Objectives PCD Media had four main objectives: Design an engaging agenda:  Develop an engaging content-rich agenda that includes top-quality speakers and relevant themes.   Organise panel calls:  Schedule and coordinate calls with panellists and create a running order for the event.   Promotion and sponsorship:  Promote the conference to contacts and secure sponsorships. Event coverage: To provide a full suite of video and photo assets for post-event coverage and to encourage social media engagement for future events. Solutions David leveraged his extensive network—30,000 LinkedIn and 10,000 email contacts — to extend a warm and sincere invitation to a relevant and engaged audience for the TrustConsult event.  He carefully outlined the agenda, which featured a select group of high-profile speakers, hand-picked for their ability to provide valuable insights.  This added quality to the event and saved Cecile time creating the agenda and sourcing all the speakers herself.      Working with TrustConsult, David devised a set of topical themes that aligned with the company's goals, creating a compelling and coherent lineup. On the day of the event, Chris joined David to photograph and video key speakers and VIP guests, capturing the event's highlights. To build momentum before the event, David used various social media channels to generate buzz and keep engagement levels high throughout the day, attracting additional attention and awareness. Following the event, we delivered all photo and video assets to TrustConsult, and included a feature in the PCD Group Magazine Issue 37 and the newsletter. We sent this magazine via email to our database of 10,000 contacts and shared it widely on social media, ultimately reaching over 30,000 connections. Our efforts amplified the event's impact and reached new heights. Benefits The TrustConsult Annual Conference proved to be highly beneficial to its attendees, the panels and talks inspired questions and conversations from the audience, leading to high levels of participation throughout the event. Sponsors and attendees gave positive feedback, suggesting the conference's success and achieving the objectives. The event also received high engagement on LinkedIn channels. In addition, TrustConsult established new connections with speakers, expanding their network and opening up opportunities for future collaborations.  Conclusion PCD Media has built a strong partnership with TrustConsult over the years.  The Monaco annual conference surpassed its objectives and set a new standard for future events. The panel discussions and media coverage ensured a strong return on investment in the conference, with valuable relationships enhanced and promotional assets created to amplify the brand after the event.    Kind words from Cecile: “We were delighted to work with PCD Media on our annual conference in Monaco in March 2024. David acted as moderator for the conference and skillfully managed a full afternoon of panels. Chris' work on photography and video perfectly captured the atmosphere of the event. We hope to work with PCD Media again in the future." Cecile Vuillier, CEO,  TrustConsult Group

  • Profile+ with Myerson

    How a Law firm based in the North West used our promotional campaign tools to raise their visibility at PCD events Background - how it came together Myersons are an award winning UK law firm, based in Altringham in the North West of England.   Partner & Head of Private Wealth, Bik-ki Wong had attended PCD in Manchester and wanted to promote here attendance at PCD London along with a new colleague Adam Carvalho.   Objectives To create pre-event posts for Linkedin, advertising Bik-ki’s and Adam’s attendance, encouraging other guests to reach out to them.  To capture some relaxed headshots and images of both of them at the event. To include them in any post event galleries or social posts.   Solutions & Outcome Our design team created the social assets in advance of the event, approved by Myerson’s marketing colleagues.   We pushed these images out through our social media channels in advance of the dinner to encourage new connections for Bik-ki and Adam.   We shared a selection of event images directly with Bik-ki and Adam for their use and branded Thanks for Coming via our channels.  See our LinkedIn post examples here: Pre-event promotion Post-event promotion The Film With Us  and Profile+  services have proven to be powerful tools for enhancing brand visibility and storytelling. Both Titan Wealth and Myersons leveraged our services to create impactful content that resonated with their target audiences. Titan Wealth effectively utilised our video production package to create engaging interviews that not only enhanced their digital presence but also drove increased engagement and enquiries. Similarly, Myersons benefited from our promotional campaign tools, which helped them raise their visibility and forge new connections at key PCD events. The results speak for themselves, with boosted brand awareness and tangible business outcomes. Whether you're looking to share your story through video or increase your visibility at industry events, PCD Media's tailored services can help you achieve your goals. GET IN TOUCH AND SEE IF WE CAN HELP

  • Pathways to an Industry-Leading Podcast

    If video is the hare of the online marketing and brand-building world, podcasts are the proverbial tortoise. While close to 83% of global internet traffic comes from video, podcasts have proved the ultimate game-changer for many brands, allowing experts to cultivate deeper, more-enduring relationships with their audiences. Where private wealth is concerned, high-quality podcasting is in its infancy. Despite evidence that a vast global audience is interested in themes such as succession planning, tax and investments for wealthy individuals, there are few examples of experts and professionals in these fields harnessing the full power of podcasts. For this reason, we argue that now is an opportune time for would-be influencers across the sector to think about tapping into this underused medium and carving out a position of leadership in their niche. However, while the rewards of launching a podcast can be vast and far-reaching, there are some considerations that must first be made. 5 reasons to consider starting a podcast 1. Industry at a tipping point: Podcasts that target private wealth audiences are at a pivotal point in their evolution. Popularity-wise, they are gaining momentum fast while still having significant room to grow. Overall, 48% of British people listen to podcasts every month. While this statistic is rising year on year, the podcasting arena is significantly less saturated than video. The trend, however, paints an exciting picture of where podcasting in the industry can go. It is calling out, therefore, for experienced and authentic new voices. 2. A networking tool like no other: There are few more-effective conversation starters than, ‘Hello, I’d love to interview you on my podcast. I’ve been following you for a while, and I’d love to share your story and expertise with my audience.’ A podcast is your opportunity to spend an hour in conversation with your dream collaborators, talking about the things that inspire them. With the right strategy, the podcast can be the first step in a relationship that could endure long after the hour is over. 3. No budget, no problem: A podcast can be developed and rolled-out in hours and with minimal cost. Unlike video, which often requires a menu of specific equipment and long-turnaround times, a good quality podcast requires little more than a quiet room, a decent mic and a good idea. 4. A shortcut to influencer status : A podcast is a great platform from which to give value and connect with your target client community. By launching a podcast, you raise your hand and assume the role of an industry thought leader. Peers, journalists and potential clients will, therefore, see you as a first port of call for expertise in your niche. 5. Forget the ‘goldfish’ rule: They say the attention span of modern audiences is less than that of a goldfish! However, it seems that podcasts have bucked this trend as evidence suggests that audiences exercise far more patience with a podcast than they will with a video. The portability of the medium means that audiences are listening to podcasts during ‘dead times of the day’ such as at the gym and during long commutes. This makes podcasts the most immersive social medium, giving presenters the time to bond with audiences and explore topics in all their colour and complexity. It is clear that podcasts are here to stay, however, in the background of this success there is a simmering industry debate about what exactly a podcast is. Plot twist: What is a podcast? A podcast is defined as follows: “An episodic series of digital audio files that a user can download to a personal device to listen to at a time of their choosing” (Wikipedia) The curious thing about this description is that it does not contain the word ‘video’. Podcast purists will argue that a podcast is an audio file. Should you choose to record the podcast and post the video to, for example, YouTube, then what you have is (drum roll, please)… a video. There is, they say, no such thing as a video podcast. At PCD Media, we work with our clients to choose the perfect medium to deliver their intended strategy. Your podcast may or may not include video - that decision should be driven by your purpose, audience and budget. Experts who are keen to start a podcast should be aware that a video does require a different production and marketing process. Whether you create a video, a podcast or both will depend on your objective and the right vehicle to help you get there. Identifying your prime objective As we’ve discussed, a podcast can deliver many benefits for your brand. However, when starting out, it is wise to build your strategy around a prime objective. This objective can act as your north star, and from there you can start to build out your vision for what success looks like. For example, your prime objective may be to: turbocharge your network: At PCD Media, we have the distribution capabilities and the mailing list to help you reach audiences across private wealth. We can work with you to design a podcast format that is focused on attracting your dream guests and implement a follow-up strategy to leverage that relationship. grow your client list: We can help you design a strategy that turns your podcast into a lead generation tool that captures data and puts you front of mind with potential clients. build your profile as a thought leader: We can help you build a PR-focused podcast strategy that allows you to leverage the audiences of other media outlets and influencers by becoming a recognised commentator in your niche. While these are all important decisions that must be made, there are three key considerations that override all the rest. Is podcasting something that you would enjoy? Do you have the bandwidth and support to make your podcast a part of your regular schedule month after month… after month? Are you passionate about your topic? Interested in people? Have a clear idea about the kinds of people you are trying to reach? If you can answer ‘yes’ to the above questions, it’s time to think about what a podcast could do for your brand. ​Our picks of the industry’s best podcasts When you’re ready to start thinking about what your podcast might look like, here two great examples of fresh content from the sector to provide some inspiration: Kleinwort Hambros’ Wealth Chat podcast An example of the kind of highly engaging content that can be achieved from a curated, ensemble approach: https://open.spotify.com/episode/0wxw2h66OgP90zv4cHfgxS Waverton’s Why Invest? podcast This second style of approach focuses on a single guest each episode and makes for a compelling exploration of some of the industry’s most fascinating people. https://open.spotify.com/show/0wAe0hnayLkBaTDo3HBFkv Check out our podcast 'PCDcast' on Spotify - to get more tips. https://open.spotify.com/show/5gD290dGQpbv7VYYU8iPqk?si=b2a55de077654162

  • Sound advice for creating quality video content on a budget

    Good video is wasted without high-quality audio. Often, video creators realise that while other aspects of their videos may be less than perfect, it’s the poor audio quality that audiences find most unforgivable. For private wealth professionals, video content marketing is a highly effective tool to reach a broad audience. Yet, many overlook the significance of sound quality. Increasing evidence suggests that the audio quality of a video plays a more significant role in viewer engagement and watchability than the quality of the picture, highlighting the need to prioritise sound in the video production process. That said, there’s no need to go out and invest in expensive or complicated sound equipment just yet – everything you need for high-quality audio recording may already be in your pocket. Unlock professional sound with your smartphone Just as many creators have mastered filming highly sophisticated video on their phones, achieving the same quality audio with your mobile device is equally achievable. Here’s our guide for getting great audio recording from your phone: 1. Think in distance Like cameras, the microphones in most quality smartphones are highly sophisticated and getting better year on year. Achieving the best audio quality is often a simple question of positioning. The distance between the speaker (or the audio source) and the microphone is the most important determinant of recorded sound quality. Getting the phone as close as possible to the speaker is key, however, this can be tricky if the speaker is also on camera and you want to avoid having the mobile phone in shot. For this there are a couple of solutions: If the speaker is wearing a shirt or blouse with a top pocket, the phone can be concealed within that pocket. If the speaker’s hands aren’t in shot, it may be possible for them to hold the phone off camera. Can you place the phone on a table close to the speaker? What about having a third person holding the phone just out of shot? Think creatively about your set-up and consider ways to hide or disguise the phone within your shot or just off camera. There will, however, be situations when the ‘hidden phone’ approach just won’t work. For example, if you’re filming with the same phone. In this case – and if there’s a second person involved in the shoot – we recommend using two phones: one to film and one for audio. While most phones come with a built-in sound recording app, there are plenty of alternative options available to download. 2. Wireless clip-on mic or lav The next step up from using your mobile’s built-in microphone is a wireless clip-on mic. At PCD Media, we like the RØDE Wireless ME, which can integrate directly with your phone so you don’t need to purchase a separate camera to use it. We often choose this option when we’re filming with clients on the go. An alternative to a clip-on mic is a lavalier (lav) microphone. These are small microphones usually clipped to the speaker's clothes or hidden on the body with cables running through clothes to a wireless transmitter. Lav mics are a great option if you need to isolate the speaker's voice, allowing for a more focused sound. If you’re recording in noisier environments, lav mics will generally provide better voice audio quality. PCD Media recommends: RØDE Wireless ME Ultra-compact Wireless Microphone System Hollyland Lark M1 Wireless Lavalier Microphone with Noise Cancellation 3. Straight to phone shotgun A third option for filming with a mobile would be to use a shotgun microphone. These are designed to capture focused sound at a distance and there are different versions designed to be compatible with the leading mobile phone brands. While the sound quality will be less focused than a lav, they can achieve a more natural quality of audio by virtue of their ability to capture more ambient sounds. PCD Media recommends: RØDE VideoMic GO II Sennheiser MKE 400 Directional On-Camera Shotgun Microphone 4. Handheld recorder If you are ready to start expanding into more hands-on gear, the most accessible option is a handheld recorder. These devices come with built-in mics that will probably be better quality than the mics on your phone, however, the same principles of distance outlined above still apply. Handheld recorders often come with ‘xlr’ ports that allow you to plug in external microphones that can raise the quality of the sound still further. PCD Media recommends: Zoom H4n Pro Handy Recorder Check out our podcast on Spotify - 'Looking your best on camera' to get more tips. https://open.spotify.com/episode/2p8Xs7GEzn8cgFIx3ejAFI?si=80a2e0822b804579 Ready for the next step? Your mobile phone can be your secret weapon for content creation, offering a cost-effective alternative to expensive filming equipment as you’re getting your video marketing campaign off the ground. Along with advanced cameras and mics, today's smartphones can come with various accessories like clip-on lenses, stabilisers, and editing tools that can elevate the production value and turnaround time further. If you’re ready to take your video marketing to the next level, PCD Media provides cost-effective end-to-end video production and distribution services for private wealth professionals. Contact us to find out more.

  • How Retention Rate Changes Your Marketing Game

    In today’s business world, customer retention is often overshadowed by the constant pursuit of acquiring new customers. However, maintaining strong relationships with existing customers can be just as, if not more, crucial for the long-term success of your business.  In this blog, I will discuss the importance of customer retention and how lead generation can change your marketing game and save you money. My podcast episode on this is coming soon! Subscribe here The undeniable value of customer retention In a marketplace where the chase for new leads often overshadows the care of existing ones, the strategic importance of customer retention cannot be overstated. Retaining an existing customer is more cost-effective than acquiring a new one, with retention strategies often delivering higher ROI. Engaging and retaining your customers means looking after a loyal base that continues to make purchases, becoming passionate advocates for your brand and driving both repeat and referral business. Power of retention Loyal customers are the lifeline of your company. They don't just bring in consistent revenue; they become brand champions of your brand and mission in their networks. The economic argument for focusing on customer retention is compelling. Acquiring a new customer can be significantly more expensive than retaining an existing one, with some estimates suggesting it costs five to twenty-five times more. Yet, the likelihood of selling to an existing customer is considerably higher, ranging from 60-70%, compared to a measly 5-20% for a new prospect. For more insights, check out the article '65 Customer Retention Statistics You Need to Know in 2024' by Semrush Blog. You can read it here . Our loyalty among customers transcends the transactional; it's about harvesting a relationship.  Within the community, you end up creating a sense of belonging, which then encourages customers to stay engaged and invest in your brand over time. Crafting a community, not just a client database As we shift away from traditional business transactions and move into more modern marketing techniques, we can build a thriving ecosystem where conversations flourish and your members or clients feel valued and heard. This approach changes your clients’ mindset and makes them feel like an integral part of your community, aligning themselves with the bigger mission. To ask open-ended questions is more than a tactic; it's the building blocks of relationships that last. This approach isn't just about gathering data—it's about genuinely getting to know the people behind the data, their passions or skills, their challenges and what truly matters to them. In an industry where numbers often take precedence, I challenge you to look beyond the metrics and recognise the human element. This ideas was reiterated by several speakers at the Brighton SEO Conference in early May. This strategy has not only proven to build trust and loyalty but also increases overall customer retention rates. PCD Club clients are active members of a community who support, challenge and grow together. They're not just buying into a product; they're engaging with a whole culture, or philosophy and a shared journey towards “success”. Lead generation through inbound interest Inbound leads are not just contacts; they are pre-engaged prospects who have willingly stepped into your business sphere through website enquiries, social media engagement or another kind of digital interaction. This direct line to customers who have already flagged their interest in your brand is a goldmine for boosting your customer retention strategy. Instead of casting a wide net in the hope of catching a few interested parties, focus on the already-interested individuals or companies. It’s a targeted and strategic approach that will maximise your conversion rates. By placing your customer base as quality over quantity, you position yourself as a company or brand that listens and values its customers. This targeted nurturing process increases the efficiency of your lead-generation efforts. You become part of this cycle, as you convert inbound leads into satisfied customers, their testimonials and word-of-mouth referrals generate even more inbound interest, creating a self-sustaining loop of engagement and retention. The 92% retention rate: A short case study Our journey to a 92% retention rate shows the power of community and engagement. By prioritising our interactions and forming a community, PCD Club transformed into the dedicated networking club it is 10 years on. It was about creating a network where everyone feels valued and supported. Through focused efforts on inbound leads and building a culture in the private finance sector, we've not only retained clients but turned them into passionate members, proving that exceptional customer retention is achievable and essential for the sustainable success of your business. In conclusion, this case study serves as a powerful reminder of the impact that a focused, customer-centric approach within your business can have on retention rates. Overvalue each customer as an integral part of the community, actively engaging them in your events and social media. Check out our podcast 'PCDcast' on Spotify - to get more tips. https://open.spotify.com/show/5gD290dGQpbv7VYYU8iPqk?si=b2a55de077654162

  • Podcasting and the curse of the 7th episode

    Podcasts are a powerful platform upon which to share your stories and expertise while simultaneously building your brand and your network, however, industry experts are noting that more than half of newly launched podcasts never survive past the seventh episode [1] . In this second part of the series, we offer a roadmap for launching a podcast into the private wealth world. Drawing on our work with clients, we have identified the essential steps to launching a podcast that will take you to episode seven and beyond. Step 1: Decide on a concept or theme Most new podcasters veer towards a theme upon which they have existing expertise. This is certainly the right starting point, but there are two other considerations that must be factored in if you want your podcast to last into the long term. The first consideration is: what is entertaining to your audience? Carry out some keyword research into your audience and their interests, ensuring that the theme you choose is both entertaining and aligned with what they care about. The second consideration is: what is entertaining to you? Put your professional hat to one side and think about the things you’re truly passionate about. Themes that lie in the middle of this ‘venn diagram’ of expertise, passion and audience can, in our experience, lead to some of the most compelling podcast concepts in the market. Step 2: Line up the right resources The most successful podcasts are often fronted by a single person with a personality big enough to carry the brand. For this reason, many would-be podcasters are mistaken into thinking that a podcast is a one man or woman endeavour. The truth is, launching – and sustaining – a successful podcast is a team effort. A leading reason why so many podcasts fade away before their time is because the producers underestimate the resource requirements necessary for keeping your podcast afloat. From booking and scheduling guests, to production and editing, to marketing and distribution, it is essential to ensure you have the right support in place. Step 3: Choose your title and branding From a marketing perspective, podcasts are one of the hardest content types to promote due to their inherent intangibility. For this reason, the tangible elements of your podcast – i.e. its title and visuals – must carry a lot of weight. Peruse your favourite podcasts and see if you can come up with a title that is compelling, catchy, and aligned with the topic and personality of your brand. Socialise your ideas with clients and colleagues, and gather feedback. Alongside your title, your branding must also pack a punch. Your cover art is probably the first element upon which your podcast will be judged. It’s worth investing in the services of a designer with specific expertise in podcast art to help you create a visual ID that stands out. Step 4: Build a list of dream guests The quality of your guests determine the quality of your podcast. This doesn’t mean you should necessarily target only the most well-known or controversial names, but it does mean that you should aim for guests who have a compelling story to tell and/or are experts in their field. Make a list of some of the most interesting people you know (or would like to know) in the field, bearing in mind that a podcast is also a great networking tool for you and your brand. Your podcast is ultimately a means to generate business and there are few more compelling ways to open-up a dialogue with a dream contact or collaborator than by inviting them to share their story with your audience. Step 5: Design your episode format, tone and structure Planning your podcast at episode level is an opportunity to play around with different forms and structures. At this stage of the process, there is no right or wrong. Decide on a structure that feels compelling to you, and then test it. Think about whether you’d like to try your hand at the standard one-on-one interview format or the more ambitious multi-layered ensemble style podcast in which several speakers contribute to a single story. Decide on your desired episode length. Will you break between seasons? Will you batch record episodes; record them remotely? Will you publish monthly or weekly? Because it’s hard to know what format works for you until you try, at PCD Media, we work with clients on a series of dry-runs to help them identify the format that feels best for them and their team before committing to an overall approach. Step 6: Distribution and marketing Effective podcast marketing requires a targeted strategy that starts with seeing your podcast as the base material for a range of other content (such as blogs, social posts and graphics, videos, reels, shorts and audio grams). Finding opportunities to repurpose podcast content for other social media and digital platforms is the secret sauce for helping your audience find you. Guests are also a vital marketing channel as they can also share the episodes in which they appear, and its corresponding microcontent, with their own audiences. Step 7: Equipment The return on investment of a successful podcast often outweighs that of most other content formats. You can launch a podcast with very little investment up front, and start building an audience in a relatively short period of time. Here's a basic list of the kit you’ll need to get started: · a good-quality (although not necessarily expensive) microphone; · a webcam; · a quiet, well-lit room to record in; · Audio editing tool · Podcast hosting platform. If you’d like to explore how your brand could benefit from the power of podcast, PCD Media can help you. Check out our podcast 'PCDcast' on Spotify - to get more tips. https://open.spotify.com/show/5gD290dGQpbv7VYYU8iPqk?si=b2a55de077654162 [1] https://truthworkmedia.com/5-reasons-podcasts-fail-and-how-to-make-yours-a-success/#:~:text=Podfade%20is%20the%20word%20people,as%2050%25%20among%20new%20podcasts

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