Marketing and Finance (MAF) Podcast

MPAF18 – Phil Billingham on Compliance and the Future of Financial Advice

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

Compliance. It’s a word that fills many of us with dread. It’s a necessary component of the Financial Services Industry. But why do we feel the need to “platinum plate” compliance so it seems to stifle creativity and hinder business development?

My guest today has made a business out of helping Financial Advisory and Planning firms cope with compliance and regulatory change. And having worked in financial services all over the world he is well placed to speculate on the future of financial advice in the UK.

My guest in Episode 18 is Phil Billingham.

Listen to his thoughts on how to make compliance easier so that you do what you need to do in order to focus on developing your business. Hear how he thinks financial advice might develop in the UK in future.

That’s all right here in Episode 18 of the Marketing Protection and Finance Podcast.

Who is Phil Billingham?

Phil is a specialist in assisting Financial Advisory and Planning firms survive and thrive during periods of regulatory change.

He has been an active commentator, speaker, writer, trainer and consultant in this field since 1982.

During this time he has worked with organizations and regulators in the UK, USA, Ireland, Australia and South Africa. He is both a Certified and Chartered Financial Planner.

Recently accredited, along with colleagues, for a world record for visiting 18 countries in 24 hours he raised £13,000.

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


MPAF17 – Rhys Williams on Using Clear Language in Financial Services

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

Complex language. Jargon. Passive sentences.

Dull impenetrable language is often the consequence of the complex propositions we develop in the financial services industry.

When we live with it day to day we tend to think that everyone, including our clients and customers can understand, and indeed get excited about, what we write. The reality is that they neither understand it nor get excited by it.

My guest today works for a company that is devoted to clarity of communication. They specialise in words. They think words are an untapped opportunity for businesses.

My guest in Episode 17 is Rhys Williams.

Listen to how you can introduce clarity into your communications. When you’re good at using words, you’re not just better at winning customers or closing deals. You’re better at explaining your ideas, sharing your enthusiasm, and getting stuff done.

Who is Rhys Williams?

I’ve wanted to get Rhys on the podcast since day one because I share his passion and that of his company, Quiet Room. And that is to communicate simply – with no jargon, officious language or passive sentences.

I’ve heard Quiet Room described as word geeks – but they are a communications consultant that focuses on clarity.

Rhys is Strategy Director. A little known fact about Rhys is that he has a platinum disc from a one minute flute solo he contributed to Morrisey’s “You Are The Quarry” album.

For links to the books and apps mentioned by Rhys 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: MPAF17_-_Rhys_Williams_on_Using_Clear_Language_in_Financial_Services.mp3
Category:Marketing -- posted at: 2:03pm EST

MPAF16 – Paul Avis on Auto Enrolment for Group Income Protection

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

Pensions Auto Enrolment has been a great success. Government publicity has created inertia with high sign up rates to schemes so far. It’s created opportunities for advisers across the industry.

My guest today argues that the Government should build upon the success of Pensions Auto Enrolment and introduce a similar Auto Enrolment scheme for Group Income Protection. His views has sparked an intense debate between those who feel more compulsion is unnecessary and those who feel this would benefit employees, employers and the Government.

My guest in Episode 16 is Paul Avis.

Listen to how Auto Enrolment for Group Income Protection might work and how easy it would be to incorporate the choice into Pensions schemes.

Hear how such a development could help alleviate the burden on firms to comply with the Equality Act and provide a business benefit such as assistance with occupational and statutory sick pay.

Who is Paul Avis?

Paul is Marketing Director at Canada Life Group Insurance, and before that has had marketing roles at Legal and General, Unum and Aviva.

A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

He also says he loves the Caribbean Island of St. Lucia and is about to obtain dual citizenship of the Caribbean by marriage.

For links to the books and apps mentioned by Paul 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: MPAF16_-_Paul_Avis_on_Auto_Enrolment_for_Group_Income_Protection.mp3
Category:Marketing -- posted at: 12:00am EST

MPAF15 – Martin Bamford on Baby Boomer Advice and Creating Standout Content

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

A recurring subject we discuss in the MPAF Podcast is how great content can drive traffic to your website, create leads and increase business.

My latest guest has put together web content, including blogs and podcasts, since 2006. His latest project is a feature length video documentary called “Boom- Demographics are Destiny”. It’s about Baby Boomers and their financial circumstances, what financial advice they need and what opportunities they represent to the financial adviser community.

My guest in Episode 15 is Martin Bamford.

Hear how he came up with the idea for the video and the challenges he faced putting it together.

Listen to launch plans for the documentary and the lessons he learned about producing standout content.

Who is Martin Bamford?

Martin is managing director of Informed Choice, a firm of Chartered Financial Planners in Cranleigh, Surrey.

He is a Chartered Financial Planner and CFP professional, working with elderly clients and trustees, as well as being responsible for marketing within the firm.

He’s well known as an innovator within the financial services sector, as the first IFA to publish a podcast and one of the first to write a blog.

For links to the books and apps mentioned by Martin 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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