8 Financial Planning

What is their Marketing Soul?

Where financial freedom meets quality of life.

How did we use their Marketing Soul to get results:

8FP is a new company founded by established Financial Planner, Rikesh Bhatt, and his wife, Isha Bhatt.

They have always loved the life changing opportunities the right financial planning can provide for people. Their aim is to help people on their journey to financial freedom through financial planning, work-life balance, wellbeing and support.

They came to me with this vision to get out there to their target audience.

And that’s exactly what I did. We launched an incredible brand awareness campaign showcasing what they do and how they do it through their unique fee structure, client journey and client-only resources.

We incorporated a lifestyle element to their brand that encourages potential clients to reflect on what financial freedom means to them and how the life they live can encourage that.

We defined the client journey from the start and used this strategy to put people at ease, build trust and generate leads.

Varied marketing outputs are used for this, including blogs, email marketing, social media and ad strategy. This allows for an open, trusting and supportive relationship from the start, building client relationships for life.

What’s Next?

8FP have now released two downloadable resources of their own and are hosting their first client-only event in August!

Don’t just take my word for it, here’s what they have to say about working with me:

“We launched our business in February 2022 but Georgia has been on the journey with us prior to launch to ensure we had everything set up and in place. Georgia looks after our blogs and social media posts and makes what could be quite boring content fun, interesting and easy to understand. She is easy to work with, very approachable and open to ideas as well as putting forward her own. Highly recommend working with Georgia”

Rik & Isha Bhatt - Directors of 8 Financial Planning