Marketing and Finance (MAF) Podcast

MPAF14 – Pete Matthew on using Audio and Video to Drive Adviser Leads

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

Traditional marketing communications is all about promotion. Promoting a product, service or person.

In the digital space however, individuals and companies now see marketing as education and themselves as teachers. And they produce content that educates their customers rather than simply sells a proposition.

One well-known UK financial adviser demonstrates the power of this approach. His website, Meaningfulmoney.tv showcases nearly 300 videos and a weekly audio podcast that’s just hit episode 75. This audio and video content creates quality leads for is adviser firm.

My guest on Episode 14 is Pete Matthew.

Hear how he began thinking of himself as a teacher as well as an adviser. Hear how he developed MeaningfulMoney.tv and created his audio and video content.

Listen to his tips on how to create high quality content on a modest budget, and how this can drive more leads to your business.

Who is Pete Matthew?

Pete describes himself as a very content husband and father of two wonderful children. He’s also a Chartered Financial Planner, a Certified Financial Planner (CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK.

You can tell that Pete just adores the internet and everything about it.  He’s an Apple addict and gets so excited about the possibilities of Social Media and how it can change the world.

Pete has also set up a website called Meaningful Money. Here you can find many self-produced videos about all aspects of financial services and 75 episodes of The Meaningful Money Podcast.

I would describe Pete as one of the most prolific content creators in the UK financial services industry and I am really looking forward to chatting about all the great content came about.

For links to the books and apps mentioned by Pete 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: MPAF14_-_Pete_Matthew_on_using_Audio_and_Video_to_Drive_Adviser_Leads.mp3
Category:Marketing -- posted at: 12:00am EST

MPAF13 – Phil Young on Adviser Lounge and Writing Great Content

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

Creating written content for Trade or National Media, or for specialist websites is a great way to increase your profile and promote your expertise. And it’s not the compliance minefield that many fear it is.

Adviser Lounge provides a creative, supportive and motivational environment in which to hone your content creation skills and provides a way of showcasing your work.

My guest in Episode 13 my guest is Phil Young.

Hear Phil talk about how Adviser Lounge came about and how it can provide a platform for advisers eager to create their own written content.

Listen to tips on how to create great written content, ensure it’s engaging and can promote your expertise and create business opportunities.

Who is Phil Young?

Phil is Managing Director at Three Sixty – a support service company for financial advisers, looking after 750 directly authorised firms in the UK.

Phil is a painter – and is working his way through painting people in financial services – which he describes as a rogues gallery.

For links to the books and apps mentioned by Phil 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: Phil_Young_on_Adviser_Lounge_and_Writing_Great_Content.mp3
Category:Marketing -- posted at: 12:00am EST

MPAF12 – Phil Jeynes on Partial Payments and Serious Illness Cover

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

An increasing number of partial payments are now standard features of modern critical illness products. But Pru Protect’s Serious Illness Cover has always paid out different percentages for different levels of severity.

Some say this approach is too complicated and difficult for customers to understand. Others insist that this is the way that critical illness cover should be done.

In Episode 12 my guest is Phil Jeynes.

Hear Phil talk about how partial payments and Serious Illness Cover developed and how it compares to traditional critical illness cover.

Hear his suggestions about how to overcome the perception that it’s too complicated, and the business opportunities it represents.

Who is Phil Jeynes?

Phil is Head of Account Development and PR at Pru Protect and is the public face of that company , famous in the UK for its Serious Illness Plan and Vitality – a type of critical illness product that pays out partial sums depending upon the severity of the illness.

Before that Phil was Head of New Business at Direct Life and Pensions Ltd.

In his spare time he is a keen footballer and Youth Chairman of AFC Porchester.

For links to the books and apps mentioned by Phil 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: MPAF12_-_Phil_Jeynes_on_Partial_Payments_and_Serious_Illness_Cover.mp3
Category:Marketing -- posted at: 12:38pm EST

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

In the UK it’s compulsory for companies to offer workers that comply with particular circumstances an ‘appropriate eye test’ paid for by their employers. Offering more than the standard optician test can be a great employee benefit.

And of course there are schemes out there that can make this more affordable for businesses. It’s also an opportunity for advisers who have corporate clients.

In Episode 11 my guest is Jeremy Chadwick.

Hear Jeremy talk about the positive benefits of Optical Health Care which not only looks after eye health but can also help detect other illnesses early and allow early treatment.

He also talks about Vision Care from VSP and the opportunities this can bring to advisers.

Who is Jeremy Chadwick?

Jeremy is the EMEA Managing Director for VSP Vision Care, the largest vision benefits service company in the world with over 70 million members. In addition to the UK VSP also provides vision care benefits to the US, Ireland, Australia and Canada.

Jeremy has worked in the insurance field for more than 20 years and has significant experience with strategy, underwriting, operations, customer service and distribution across multiple distribution segments.

In his spare time Jeremy is a keen fell runner.

For links to the books and apps mentioned by Jeremy 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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