May 5, 2016
Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients - MPAF86
Some of the perceptions that stop people seeking financial advice also stop them choosing advising as a career.
Does the public believe only older wealthier people need advice? And that advising is not a good career choice for youngsters?
In this episode I chat to Adam Carolan who believes it's time perceptions changed. And he's actually doing something about it.
Hear about his website and content for creating interest in financial planning among younger clients. And his initiative devoted to nurturing the next generation of young adviser talent.
That's all right here in episode 86 of the Marketing Protection and Finance Podcast.
Who Adam Carolan?
Adam is an Independent, "fee only" financial adviser and Director at Xentum, specialising in working with aspiring professionals and business owners.
He's a self-confessed finance nerd and a big fan of technology.
He wants to see the rise of a young, dynamic and entrusting profession in personal finance.
He's also author of Genius with Money, a site specifically setup to help professionals and business owners navigate money and finance without all the usual jargon.
Links and Show Notes.
For links to the books and apps mentioned by Adam, 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