Marketing and Finance (MAF) Podcast

MPAF10 – Peter Le Beau on the Seven Families Initiative for Income Protection

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

Spearheaded by the Income Protection Taskforce, The Seven Families Initiative could be the most important campaign in the history of the protection market.

It could raise awareness and increase interest in income protection, long seen in the industry as “the Cinderella product”. And the stories that will emerge from the initiative could start to heal the industry’s tarnished image with consumers.

In Episode 10 my guest is Peter Le Beau.

Peter talks us through how the Seven Families Initiative came about and its significance for the protection industry.

Hear how you can benefit from the campaign. Listen to what the campaign involves and what activities we’ll see.

Who is Peter Le Beau?

Peter is one of the best known consultants in life and health insurance protection. He began his career at British and European and in 1981 moved to Swiss Re where he was initially Head of Underwriting and later became Head of UK Marketing. 

He left in 2001 to set up an independent consultancy, Le Beau Visage, which focuses on differentiation in the Protection sector.

Since starting Le Beau Visage, Peter with Andy Couchman and Kevin Carr run The Protection Review. He has set up a strategic discussion group called The-Net-Work and Income Protection Task Force to promote a greater awareness of the value of the product.

Peter is a non-executive director of Fineos, Red Arc, Health Claims Bureau and Exeter Family Friendly.

In 2007 Cover Magazine voted Peter the most influential person in the UK protection industry over the previous 10 years and in 2009 he was voted Health Insurance Magazine’s Personality of the Year.

Peter is a regular contributor protection media publications.

He was awarded the MBE for services to Insurance in June 2009.

He’s is also a fiercely dedicated Arsenal fan.

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

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

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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to you 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, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

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

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


MPAF9 - Andy Lopata on Effective Networking and Referrals

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

Do you have a Networking Strategy?

If you’re like me you may have written marketing strategies, sales strategies or proposition strategies. But I’ve never once thought about a networking strategy.

In Episode 9 my guest is Andy Lopata.

Andy argues that whether it’s for individual career development, business generation or simply for getting the job done, networking is an increasingly vital tool for business. But you need to take a strategic approach to it.

Hear how you can put together a networking strategy that will help to grow your business. And listen to how you can weave successful referrals into that networking.

Who is Andy Lopata?

Labelled ‘Mr Network’ by The Sun, Andy Lopata was called one of Europe’s leading business networking strategists by the Financial Times. Andy is the author of three books on networking, as well as a blogger for The Huffington Post and NatWest Business Sense.

Andy speaks internationally and has worked with companies from one-man bands to organisations such as Deloitte, Merrill Lynch and Mastercard to help them realise the full potential from their networking.

He is also a Fellow and former vice-president of the Professional Speaking Association.

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

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

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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to you 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, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

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

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: MPAF9_-_Andy_Lopata_on_Effective_Networking_and_Referrals.mp3
Category:Marketing -- posted at: 12:00am EDT

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

In Episode 8 my guest is Simon Ryan.

Simon left Aviva in 2012 where he had been pioneering social media as way to reach customers, to set up a company called Social Advisors.

Social Advisor’s AdviserPost service helps the adviser get started and get the most from social media. AdviserPost works with several networks including Tenet, SimplyBiz, Openwork and Mortgage Intelligence.

In March 2014 they earned Best Use of Social Media in Financial Services from the global financial technology magazine, FStech.

Online marketing isn’t just about banner advertising, emails and interrupting your potential audience. People are searching for answers to their questions. And content on your website that answers those questions could bring traffic and leads to your business.

But creating good content is time consuming. Hear Simon talk about how to put together great content with minimal fuss. Listen to how he has developed an invaluable resource for the social financial adviser.

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

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

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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to you 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, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

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

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: MPAF8_-_Simon_Ryan_talks_Online_Marketing_for_Financial_Advisers.mp3
Category:Marketing -- posted at: 12:00am EDT

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

In Episode 7 my guest is Lynda Cox.

Lynda heads up a company called Practice Cover which she founded in 2009. Prior to that Lynda was Head of Product Development at Skandia and her biggest claim to fame was heading up the team that launched Skandia Protect on an unsuspecting world.

Can you run a successful financial services business focussing on the needs of just one narrow customer niche?

You've already heard Pete Chadborn talk on this Podcast about his successful business model catering for the needs of all customers.

My guest today talks about how her business has been equally successful with its narrow niche focus. In this episode you can hear how she developed her focus on medical professionals and developed a modern product for that niche. Listen to how you might also share in her success.

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

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

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.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:


•    Marketing, communications and propositions.
•    Financial and protection products
•    Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to you 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, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

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

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


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