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Marketing and Finance (MAF) Podcast

Jul 22, 2015

MPAF53 – Rohan Sivajoti on Postcard Planning and Finance for the Partially Sighted

In this episode I talk to Rohan Sivajoti.

He runs Postcard Planning, a financial planning firm which takes a unique approach to customer engagement.

He’s also identified the needs of a niche customer group and come up with an online strategy to make financial planning work for them.

Hear how Rohan set up Postcard Planning and light bulb moment that led to him redesigning his offer to cater for partially sighted clients.

That's all right here on Episode 53 of the Marketing Protection and Finance Podcast.

Who is Rohan Sivajoti?

Rohan is Director at Post Card Planning.

He’s a Chartered Member of the Institute of Financial Services and an enthusiastic cricketer.

Links and Show Notes.

For links to the books and apps mentioned by Rohan, please visit 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, 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 your 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 marketer for 25 years now in business to help you with your business strategy, marketing and social media. I’m the ex-MD of Bright Grey and Scottish Provident and before that held many executive marketing roles.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

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.