Marketing and Finance (MAF) Podcast

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Syndication

Paul Avis and Scott Rayner on the ROI of group income protection - MAF110

Paul Avis and Scott Rayner on the ROI of group income protection - MAF110

Joining me this week are Paul Avis and Scott Rayner from Canada Life Group Insurance.

We talk about using return on investment (ROI) to convince finance directors of the benefits of group income protection schemes.

Welcome to episode 110 of the Marketing and Finance Podcast.

We chat about:

  • How convincing the HR team about group income protection is only half the battle
  • The ROI method being a light bulb moment for finance directors
  • Moving the proposition focus from financial benefits to practical and emotional recovery support

Who are Paul Avis and Scott Rayner?

Paul is Marketing Director at Canada Life Group Insurance, and before that has had marketing roles at Legal and General, Unum and Aviva.

A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

Scott is Group Income Protection Proposition Manager at Canada Life Group Insurance.

He's into visiting modern art galleries,  watching Liverpool Football Club & Yorkshire County Cricket and listening to Les Miserables!

Links and Show Notes.

For links to the books and apps mentioned by Paul and Scott, 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


Coralie Sawruk on why strong leadership is the key to successful change - MAF 109

In this show, I talk to Coralie Sawruk about handling change in organisations.

Often a painful experience for staff and customers, change projects also frequently fail. We discuss how strong leadership is the key to successful change.

Welcome to episode 109 of the Marketing and Finance Podcast.

We chat about:

  • Why so many change projects fail
  • Engaging teams and making sure everyone understands the vision
  • Why leadership not management is the key to successful change
  • How leaders create the right environment for their people to succeed

Who is Coralie Sawruk?

Coralie helps global organisations create efficient team dynamics. She shapes healthy groups who use change to fuel innovation, leverage on diversity and support the next generation of Leaders.

Before setting up her own business, Coralie worked for many financial institutions across the world including RBS and Groupama Banque.

Links and Show Notes.

For links to the books and apps mentioned by Coralie, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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


Public speaking tips and world-class communication - MAF108

In this episode, I talk about world-class communication.

How you can take your presentations to another level.

Welcome to episode 108 of the Marketing and Finance Podcast.

You’ll hear about:

  • Lessons learned from Marcus Sheridan - a world class presenter and facilitator
  • The "Columbus principle" of asking instead of telling
  • Snippet from a recent seminar about "The TV studio in your pocket".
  • Other tips you can use to stand out as a public speaker

Today is one of those occasional episodes where it’s just me and the mike, talking about a topic that's recently caught my attention.

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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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: Public_speaking_tips_and_world-class_communication_-_MAF108.mp3
Category:Marketing -- posted at: 9:26am EST

Melissa Collett on learning from customer complaints Ombudsman style - MAF107

In this episode, I talk to Melissa Collett.  A former senior figure at the Financial Ombudsman Service - the FOS.

We talk about how to learn from customer complaints, and how to turn unhappy customers into advocates.

Welcome to episode 107 of the Marketing and Finance Podcast.

We chat about:

  • How the Financial Ombudsman Service works
  • The mistakes product providers continuously make when dealing with customer complaints
  • Treating customers as real people rather than simply names and notes on a file
  • How to turn unhappy customers into happy advocates

Who is Melissa Collett?

Melissa Collett is a consultant and independent legal professional who specialises in resolving complaints and dispute resolution.

She is also a tribunal judge chairing hearings of appeals about health and disability issues. A senior ombudsman at the Financial Ombudsman Service before 2016 making over 1,500 legally-binding decisions across the whole range of insurance products. Melissa liaised between the FOS and regulators such as the FCA and with trade associations.

A regular speaker at events, Melissa continues to write about consumer insurance topics. As a consultant, she works with client companies on complaints handling.

Links and Show Notes.

For links to the books and apps mentioned by Melissa, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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


Jon Pittham on putting personality into business brands - MAF106

My guest on the show this week is Jon Pittman. A former financial adviser now running a marketing agency.

We talk about how to build more personality into business and financial planning brands.

Welcome to episode 106 of the Marketing and Finance Podcast.

We chat about:

  • How digital has blurred the boundaries between creative, marketing and PR agencies
  • A new breed of financial planners who are looking to use digital as a catalyst for growth
  • How Google is replacing the referral as a source of clients
  • Building more personality into your business brand using the "human touch"

Who is Jon Pittham?

Jon is owner and MD of ClientsFirst, an integrated marketing agency specialising in the B2B and professional services sectors.

He's all about helping businesses reach their audience with the right message at the right time. Building their brand and proposition; expanding digital reach; creating opportunity; engaging and connecting with their audience.

Jon has worked for Friend's Provident before as stint in a financial adviser firm before launching his current venture.

Links and Show Notes.

For links to the books and apps mentioned by Jon, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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: Jon_Pittham_on_putting_personality_into_business_brands_-_MAF106.mp3
Category:Marketing -- posted at: 2:00am EST

Adviser produced content, the couch test, and engaging our clients - MAF105

Could Adviser produced content be the key to future growth of the UK protection market? Maybe even the whole financial services industry?

And would your policy definitions stand up to “the couch test”? Or survive a mauling on social media?

Welcome to episode 105 of the Marketing and Finance Podcast.

You’ll hear about:

  • How advisers can create videos, audios and publications to engage their clients
  • How everyone carries a mobile TV studio, radio station and virtual assistant in their pockets or bags
  • Could you defend your policy wordings in the glare of the media spotlight?
  • Why we should put policy conditions out on social media for feedback

Today is one of those occasional episodes where it’s just me and the mike, talking about a couple of topics that have recently caught my attention in the financial services market.

I’m going to have a look at adviser produced content. And how we can use social media as a research tool when developing products to avoid future problems.

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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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


Richard Tubb on productivity tips and not to do lists - MAF104

My guest on the show this week is Richard Tubb. A self-confessed procrastinator and geek who's still a successful business person.

We talk about productivity tips and not to do lists.

Welcome to episode 104 of the Marketing and Finance Podcast.

We chat about:

  • How clear communication is one of the best ways to improve productivity
  • Why you should avoid becoming a slave to email and social media
  • How to prevent other people running your calendar
  • Using the Pomodoro technique to get things done

Who is Richard Tubb?

Richard helps IT companies grow in a scalable and sustainable way.

He believes developing effective relationships is key to business success, and helps his clients get connected - with more clients, with suppliers and with the wider IT world.

He's a popular speaker and appeared at the Content Marketing Academy Conference 2016 talking about how to become more productive.

Links and Show Notes.

For links to the books and apps mentioned by Richard, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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: Richard_Tubb_on_productivity_tips_and_not_to_do_lists_-_MAF104.mp3
Category:Marketing -- posted at: 6:30am EST

Dylis Guyan on how to prospect for new clients - MAF103

In this show, I talk to Dylis Guyan.

How to prospect for new clients and how to be consistent about it.

Welcome to episode 103 of the Marketing and Finance Podcast.

We chat about:

  • How Dylis used prospecting to motivate her high performing teams
  • Using "The Trust Equation" to measure your client relationships
  • Why classic marketing technique: Attention Interest Desire Action (AIDA) still works.

Who is Dylis Guyan?

Dylis is an International Sales and Marketing Leader, Coach and Speaker, with a proven track record of increasing sales revenue anywhere from 20% - 400%.

She works with professional B2B business owners and professional B2B salespeople who struggle to attract ideal prospective clients and convert them into high paying clients who will give repeat and referral business.

Links and Show Notes.

For links to the books and apps mentioned by Dylis, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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: Dylis_Guyan_on_how_to_prospect_for_new_clients_-_MAF103.mp3
Category:Marketing -- posted at: 3:42am EST

Lesley James on Simplified Money: Financial advice for all, not just the wealthy - MAF102

In this episode, I talk to Lesley James about Simplified Money.

A new business model built on the idea of financial advice for all, not just the wealthy.

Welcome to episode 102 of the Marketing and Finance Podcast.

We chat about:

  • How Lesley and her team built a new kind of financial advice business
  • The challenges they faced getting the business off the ground
  • How they are marketing Simplified Money and their successes to date

Who is Lesley James?

Lesley is a Director and Lead Financial Adviser at Simplified Money.

Simplified Money offers a range of clear, easy to access wealth checks and strategies to help people make the most of their money. All for less than £300.

She believes intelligent, clear financial advice should be a service available to all, not just the very wealthy. She built Simplified Money to bring such help within the reach of everyone else.

Links and Show Notes.

For links to the books and apps mentioned by Lesley, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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


Andy Hart on Voyant and mastering financial planning software - MAF101

In this episode, I talk to Andy Hart about Voyant.

How you can master financial planning software for the benefit of your clients and your business.

Welcome to episode 101 of the Marketing and Finance Podcast.

Who is Andy Hart?

Andy is a financial adviser specialising in helping people plan for their retirement and to manage their investments effectively once they retire. Working for Serenity Financial Planning he assists people to plan their finances in the context of their life goals.

He's also an expert in the use of Voyant, the major software solution used in the financial planning industry. His advanced knowledge of this product and his experience in using Voyant to help clients make good financial planning decisions have enabled him to become a well-respected Voyant trainer and sought-after speaker on financial planning and the future of the industry.

Andrew runs seminars, webinars and present at conferences on how to use Voyant

Links and Show Notes.

For links to the books and apps mentioned by Andy, 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 I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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