Marketing and Finance (MAF) Podcast

Ramin Nakisa on the death of the Alpha Cult: active versus passive investments - MAF146

This week on the show my guest is Ramin Nakisa.

We chat about active versus passive investment strategies and the death of what Ramin describes as "The Alpha Cult".

Welcome to episode 146 of the Marketing and Finance Podcast.

We chat about:

  • Why the belief that active investments can consistently out-perform markets is known as "The Alpha Cult"
  • The difference between Alpha and Beta - active and passive
  • How the US is ahead of the UK in its attitude to these approaches
  • The role of the independent financial adviser as a teacher and financial coach
  • The investment philosophies of Jack Bogle and The Vanguard Group

Who is Ramin Nakisa?

Ramin is co-founder of Pension Craft Ltd. He specialises in investment research and strategy with a focus on producing actionable, global cross-asset allocation ideas to maximise return while managing risk. Focus on an analytical and fundamental approach to investment.

Ramin has outstanding cross-asset knowledge, excellent presentation skills and a proven ability to present complex ideas in a simple way, exceptional writing skills honed through writing a weekly research publication and a finance book, the ability to transform a macro view into a position or trades, strong numerical analysis skills and the ability to implement those ideas in R, Excel or C++.

Links and Show Notes.

For links to the books and apps mentioned by Ramin, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing - MAF145

This week on the show my guests are Alan and Kathryn Knowles.

We talk about how they became an award-winning specialist financial adviser firm by using zombies, gnomes and advent calendars to create some quirky marketing campaigns.

Welcome to episode 145 of the Marketing and Finance Podcast.

We chat about:

  • How Alan and Kathryn developed a niche focusing on people who find it difficult to get protection insurance
  • Dealing with clients individually and taking referrals from other financial advisers
  • How Kathryn comes up with the ideas for marketing campaigns based on popular culture
  • Trying to make boring insurance a little more engaging and more about planning
  • Why content rather than in your face promotion leads to better engagement with customers

Who are Alan and Kathryn Knowles?

Alan and Kathryn run Cura Financial Services Ltd which is the holding company for the Special Risks Bureau.

Based in North Yorkshire they won Best Protection Intermediary at the Money Marketing Awards in June 2017. More recently, at the Cover Magazine Awards 2017 in October, they were Highly Commended in the Best Promotion by an Intermediary category and won Best Specialist Intermediary.

Links and Show Notes.

For links to the books and apps mentioned by Alan and Kathryn, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Ross Coverdale on getting more comfortable in front of a video camera - MAF144

This week on the show my guest is Ross Coverdale.

We talk about how video is becoming more important for marketing all types of businesses and how you can be more comfortable, confident successful in front of a video camera.

Welcome to episode 144 of the Marketing and Finance Podcast.

We chat about:

  • Why video is ever more important in marketing your business
  • Common objections to video and how to overcome them
  • Techniques for feeling like a natural in front of the camera
  • The importance of varying the speed of your presentation and the tone of your voice
  • Tips for remembering your script and nailing your delivery

Who is Ross Coverdale?

Ross is a video editor and producer. He helps people make their content marketing, vlogs and course videos the best they can be, with creative editing and live video coaching.

He takes care of the creative polishing and tweaking, leaving you to do what you do best – whether that’s running your business, or creating more content.

And if you’re struggling with some or all of the technical things like cameras, lenses, lighting and sound, or, if you want to up your performance game and get good on camera, he can help you create the best videos you can, with live coaching and videography.

Links and Show Notes.

For links to the books and apps mentioned by Ross, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Why 280 Twitter characters won't help keep marketing simple - MAF143

This week it's just me and the mic.

And I'm going to talk about keeping things simple.

Twitter has just announced a trial to increase the size of a tweet from 140 to 280 characters. The world's already flooded with complexity, bureaucracy, management speak mumbo jumbo and gobbledegook. Do we really need a social media famed for its brevity and simplicity to suddenly offer us the ability to be more complex?

Welcome to episode 143 of the Marketing and Finance Podcast.

I chat about:

  • Why it's important to keep your marketing simple so you engage with your customers
  • How Twitter helps create a discipline for brevity
  • The three rules for cutting out the marketing BS
  • Why Twitter shouldn't double the size of its tweets

Links and Show Notes.

For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Direct download: Why_280_Twitter_characters_wont_help_keep_marketing_simple_-_MAF143.mp3
Category:Marketing -- posted at: 3:38am EDT

Corey Poirier on public speaking lessons from stand up and TEDx - MAF142

This week on the show my guest is Corey Poirier.

We talk about story telling in public speaking and the lessons he's learned from doing stand-up comedy and putting together TEDx talks.

We chat about:

  • The public speaking lessons you can learn from doing stand-up comedy
  • Effective storytelling and audience engagement
  • Starting from the goal and the story rather than the PowerPoint deck
  • Why the TED talk format of short succinct story driven speeches is so successful
  • How to market yourself whilst you’re at a conference

Who is Corey Poirier?

Corey is an award-winning keynote speaker (having presented to 100,000 attendees and shared the bill with Deepak Chopra and General Rick Hillier), award winning executive, host of the Conversations With PASSION Radio Show which features the likes of Jack Canfield (Chicken Soup for the Soul), John Gray (Men are from Mars), Dr. John Izzo, and Chalene Johnson and an International Best-Selling Author (Share Your Message With The World).

He's also interviewed 4000 of the world's highest achievers to gather material for his books and talks.

Links and Show Notes.

For links to the books and apps mentioned by Corey, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Daniel Crosby on behavioural psychology applied to marketing and finance - MAF141

My guest on the show this week is psychologist and TEDx speaker, Daniel Crosby.

We have a fascinating discussion about behavioural psychology and how we often make irrational decisions. If you're a marketer or give advice of any kind don't miss this great interview.

Welcome to episode 141 of the Marketing and Finance Podcast.

We chat about:

  • What behavioural psychology is and why it's important to understand how people make decisions
  • Why we all have biases that often lead to us making the wrong decisions
  • The key elements of emotion, ego, conservation and attention and why they affect consumer behaviour
  • Why we need to get outside help to overcome our biases and irrationality
  • How TED talks teach you stories are Trojan horses for facts

Who is Daniel Crosby?

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organisations understand the intersection of mind and markets.

His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP.

When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children.

Links and Show Notes.

For links to the books and apps mentioned by Daniel, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional, helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Emma Thomson on promoting positive protection insurance stories - MAF140

My guest on the show this week is Emma Thomson.

We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group.

It's a great interview full of insights and ideas about company culture and customer engagement.

Welcome to episode 140 of the Marketing and Finance Podcast.

We chat about:

  • The success of LifeSearch, one of the UK's biggest protection insurance intermediaries
  • How company culture is important in developing a true customer focus
  • Making sure people see positive PR stories rather than focusing on the odd negative one
  • How real stories about the experiences of real people are the best way of broaching a dull subject like insurance
  • How creating your own awards event can improve products and service in your industry
  • The development and successes to date of the Protection Distributors Group

This is an awesome interview and we cover so much ground and Emma has such an infectious passion for a subject that many people feel is pretty dull.

Who Emma Thomson?

Emma is Life Office Relations Director at LifeSearch.

She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group.

She also has a regular column in Money Marketing Magazine.

Links and Show Notes.

For links to the books and apps mentioned by Emma, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Andrew Fundell on better business banking - MAF139

My guest this week is Andrew Fundell.

We talk about better business banking and the alternatives available to small companies through to the largest investment firms.

Welcome to episode 139 of the Marketing and Finance Podcast.

We chat about:

  • Why some firms find it hard to set up business bank accounts
  • What alternative to traditional banks are available
  • How to market those alternatives
  • Why the human touch is still important in our digital world
  • Banking tips for small companies through to large investment firms

Who Andrew Fundell?

Andrew works for GCEN/GSC.

GCS Offers Custodial and Client Money services to investment firms globally. GCEN is an industry leading global currency exchange firm with 14 years’ experience and offices in the UK, Spain, Portugal, Malta and Dubai.

Links and Show Notes.

For links to the books and apps mentioned by Andrew, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Direct download: Andrew_Fundell_on_better_business_banking_-_MAF139.mp3
Category:Marketing -- posted at: 11:47am EDT

Mark Lee on magic and helping professionals stand out - MAF138

This week I talk to Mark Lee.

A qualified Chartered Accountant, he's the Treasurer of the Magic Circle.

We talk about magic and how he's pivoted his career to helping professionals stand out.

Welcome to episode 138 of the Marketing and Finance Podcast..

We chat about:

  • Effective communications depend upon whether people understand your messages
  • Creating goals by asking:
    • Who's my market?
    • What's my message?
    • What's the media to convey my message?
  • How you can't stand out if you follow the same rules as everyone else
  • The power of asking questions to really understand what your clients want
  • And how a wooden duck as become a magic party trick loved by generations of children - including me

Who Mark Lee?

Originally a children's party magician and a Chartered Accountant, Mark has developed a career helping professionals stand out.

Using his 7 Stage Framework he focuses, mainly on accountants, and helps them be remembered, referred and recommended.

As Treasurer of The Magic Circle, Mark draws on his skills as a magician and build magic tricks and techniques into his speeches and blogs.

Links and Show Notes.

For links to the books and apps mentioned by Jason, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Direct download: Mark_Lee_on_magic_and_helping_professionals_stand_out_-_MAF138.mp3
Category:Marketing -- posted at: 2:00am EDT

Jason Hulott on referrals for financial professionals - MAF137

My guest this week is Jason Hulott.

We talk about referrals for financial professionals and where this fits in a wider marketing plan.

Welcome to episode 137 of the Marketing and Finance Podcast.

We chat about:

  • The truth about financial services social media and compliance
  • Why, even if you decide not to use social media to engage with clients, you should still use it to listen
  • Whether referrals are as important now we have social media and digital channels
  • How to avoid “shiny new toy” syndrome and focus on where your clients are
  • Creating content your referral network can use

Who Jason Hulott?

Jason is co-founder and Business Development Manager at Speedie Consultants Limited. They started in 2003 and are a full-service internet marketing agency mainly helping those in the personal finance and insurance niche.

His area of specialism within the business is traffic generation; lead generation; and income generation via many activities including: social media marketing, link building, affiliate marketing, lead generation and business consultancy.

Links and Show Notes.

For links to the books and apps mentioned by Jason, please visit http://rogeredwards.co.uk/MAF for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio.

Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business.

I’m your host, Roger Edwards.

A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success.

An experienced marketing professional helping businesses with their marketing strategy, content and social media.

Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

Direct download: Jason_Hulott_on_referrals_for_financial_professionals_-_MAF137.mp3
Category:Marketing -- posted at: 2:00am EDT