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The Pivot by CMO lab


Aug 22, 2019

For many brands, selling a product or service can be purely transactional and straightforward – but it doesn’t have to be. When it comes to strategy for retention and new business leads, it’s important to keep brand tone and personality in mind. Using humour and enthusiasm has proven to be a good strategy for this episode’s guest – Shannon Lee Simmons. As a personal finance expert and co-founder of The New School of Finance, an advice-only financial practice, Shannon has used humour, enthusiasm and even real-life experiences to make the complex information of financial planning more digestible. Her team’s approach eventually led to the business growing from one employee to eight since 2012. Tune in for her insights into how she’s developed a personality for The New School of Finance and how brands should leverage their own personality to attract new audiences.