Marketing and Finance (MAF) Podcast

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Syndication

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


Michelle Hoskin on building WOWW into your business - MPAF100

In this episode I talk to Michelle Hoskin about how to create WOWW within your business. That's a WOWW with three double-yous!

We hear business tips and tricks from past podcast guests. And I'll tell you about a competition to celebrate this milestone edition.

Welcome to episode 100 of the Marketing Protection and Finance Podcast.

Who Michelle Hoskin?

Michelle is the founder and director of Standards International Ltd, the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to BS 8577 and ISO 22222 standard. This is the British Standard for financial planning.

She’s also built a personal brand as “Little Miss Woww” and she explains how important that branding has been to getting the excellence message out there.

COMPETITION: Win business books and free consultancy to celebrate episode 100. Click here.

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the podcast for business people looking for marketing ideas and inspiration, and to discuss topics and issues about all things finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF 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: Michelle_Hoskin_on_building_WOWW_into_your_business_-_MPAF100.mp3
Category:Marketing -- posted at: 6:00am EDT

Ali McGill on how a focus on customer experience could transform your business - MPAF99

In this episode I talk to customer experience expert Ali McGill.

How a focus on customer experience could transform your business

Welcome to episode 99 of the Marketing Protection and Finance Podcast.

Who Ali McGill?

Ali is founder of Ashton McGill . He's passionate about people, and frustrated by the way many organisations behave today. He says don't care about their staff or customers. Profit has become their only measure of success. They have no soul.

He's on a mission to help companies create better customer experiences. To help them understand compassion,empathy, and treating people well.

What you'll hear about in this episode:

  • How constructive discontent points the way to a better customer experience
  • The folly that sees $500bn on marketing in the US but only $9bn on customer experience
  • The importance of asking how your customers feel about your service
  • How to use "Rip and Mix" to take learning from other sectors

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


John Dashfield on your state of mind and your bottom line - MPAF98

In this episode I talk to business coach John Dashfield.

How can your state of mind affect your business bottom line?

Welcome to episode 98 of the Marketing Protection and Finance Podcast.

Who John Dashfield?

John is a coach, mentor and writer.

He mentors his clients to perform at their very best, more of the time. This means that they experience increasing levels of creativity, resilience, ability to lead and get on with others and overall effectiveness in everything that they do. It leads to the reduction and elimination of stress and its effects.

What you'll hear about in this episode:

  • How do we get the best from ourselves more often?
  • Do feelings come from our circumstances or from our thinking?
  • The flaw in focusing on process improvements

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF 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: John_Dashfield_on_your_state_of_mind_and_your_bottom_line_-_MPAF98.mp3
Category:Marketing -- posted at: 4:36am EDT

Neal Cross: Is direct to consumer the key to protection insurance market growth? - MPAF97

In this episode, I talk to Money Supermarket's Neal Cross.

Is direct to consumer the key to protection insurance market growth.

Welcome to episode 97 of the Marketing Protection and Finance Podcast.

Who Neal Cross?

Neal works for Money Supermarket on strategy for protection digital insurance comparison services. His overall aim is to give his customers the best online experience, across all device types.

What you'll hear about in this episode:

  • Customers are after content explaining protection options
  • Indicative quotes are important. People want an instant idea how much protection will cost
  • Digital technology allows us to engage with customers better
  • If we have to underwrite we need to make evidence collection easy and convenient
  • The Protection Distributors Group is going to champion the customer experience
  • Which providers and distributors are at the front of product and service innovation?

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Jeff McMahon on Healthy Lifestyle Hacks for Business Hard Hitters - MPAF96

In this episode I talk to Jeff McMahon about healthy lifestyle hacks for business hard hitters.

Because healthy people can generate healthy business results.

Welcome to episode 96 of the Marketing Protection and Finance Podcast.

Who Jeff McMahon?

Jeff is a fitness coach and entrepreneur who virtually trains some of the world's most successful business people.

His degree is in Pre-med/Pre-pharm and Jeff is dual certified in exercise science and sports medicine.  He also has a blackbelt in Tae Kwon Do and certification in lifestyle and wellness.

It's the summer special episode where we back of business a little and think about staying healthy at work. But you'll also hear some great business tips as well from a guy who's built an international virtual fitness brand.

  • Building a business through word of mouth
  • Accountability and convenience
  • Living life in the majority
  • Healthy lifestyle tips
  • The balance between cardio and resistance training

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF 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 and Pete on Rule Breaking Marketing: Making your FS Brand Stand Out - MPAF95

In this episode I talk to Andrew and Pete on rule breaking marketing.

Making your financial services brand stand out.

Welcome to episode 95 of the Marketing Protection and Finance Podcast.

Who are Andrew and Pete?

I’m super excited about today's interview with Andrew and Pete – a wacky rule breaking duo from Newcastle.

They help people stand out with their rule breaking approach to marketing. Rule breakers was their online marketing conference which attracted well known speakers on marketing and social media from across the world.

It’s a great interview and we talk about:

  • Creativity trumps budget
  • Creative content
  • FREE goals are better than SMART goals
  • Why do so many companies aspire to be average?
  • What's the big domino you need to knock over first?

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Ian Fraser on Writing about RBS the Bank that Broke Britain - MPAF94

The financial crisis of 2008 rocked the world.

Institutions collapsed. Economies tottered on the brink. In the UK the Royal Bank of Scotland fell. The Government had to step in and bail the bank out.

My guest today wrote a book called Shredded about the bank’s failure. Although triggered by the September 2008 bankruptcy of Lehman Brothers, it was largely the consequence of its pursuit of scale for its own sake.

Listen to Ian's story of how he came to write the book. He describes how RBS became a rogue institution with few qualms about “misselling” financial products pursuit of profit, a cavalier disregard for the law and a warped idea of its own financial skills and strength.

Hear about the lessons the whole financial services industry can learn from the Bank that broke Britain.

That's all right here in episode 94 of the Marketing Protection and Finance Podcast.

Who is Ian Fraser?

Welcome to the MPAF Podcast – I’m Roger Edwards a Marketing guy from Edinburgh, talking to a wide range of guests about marketing topics, and issues and stories from protection and finance.

Thanks for downloading or streaming the show I really appreciate your support. I’m really excited about today's interview with Ian Fraser.

I’ve known I am for many years. In fact, when I was Marketing Director at Bright Grey and Scottish Provident, Ian was my go-to person for media training.

Ian is a journalist and broadcaster specialising in corporate finance, financial services and economic analysis.

A contributor to the FT, Sunday Times, Sunday Herald and numerous other titles, Ian wrote the definitive account of the rise and fall of The Royal Bank of Scotland in his book Shredded: Inside RBS the Bank that Broke Britain.

And it’s the story behind that book that we’re going to dive deep into today, right here on the Marketing Protection and Finance Podcast.

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF 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: Ian_Fraser_on_Writing_about_RBS_the_Bank_that_Broke_Britain_-_MPAF94.mp3
Category:Marketing -- posted at: 4:06am EDT

Janet Murray on Mastering PR and getting your Story into the Media - MPAF93

Good PR can be perfect for your business growth.

If you have a different story to tell journalists want to hear about it.

But there's more to success than just bunging out a press release.

In this episode, I talk to Janet Murray, a journalist who helps people master PR and the opportunities it brings.

Listen to Janet's tips on building relationships with journalists, how to pitch your story, and how to get it into the media.

That's all right here in episode 93 of the Marketing Protection and Finance Podcast.

Who is Janet Murray?

Janet has 15 years' experience as a national journalist & editor working on The Guardian, The Times and The Huffington Post. She's also in business to teach people how to get high-profile press coverage.

She doesn't do PR for people, rather she prefers to  teach  her clients to do it themselves.

Janet believes this can be more effective than hiring a PR Agency for businesses of any size.

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


Chris Budd on Client Coaching and The Financial Wellbeing Book - MPAF92

In this episode I talk to Chris Budd about The Financial Wellbeing Book which he's recently written and published.

Chris has a unique perspective on financial planning, preferring to call it financial coaching, and this forms the foundation of his book

Hear where his inspiration came from and how Chris went about writing The Financial Wellbeing Book.  Listen to Chris explain the five elements of financial wellbeing.

That's all right here in episode 92 of the Marketing Protection and Finance Podcast.

Who is Chris Budd?

Chris runs Ovation Finance, a fee based IFA practice. 92% of their income is derived from existing clients, demonstrating their focus on long term service, and not selling products.

He's also a qualified business coach and mentor (Advanced Diploma in Coaching And Mentoring from the European Mentoring And Coaching Council).

Chris has a wife and 2 kids, has written a novel, is a cricket coach, plays guitar in a band.

Links and Show Notes.

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

What is the Marketing Finance and Protection (MPAF) Podcast?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, Protection and Finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

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 MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk