Marketing and Finance (MAF) Podcast

MPAF22 – Michelle Hoskin on Striving for WOW and Operational Excellence

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

Striving for WOW.

Changing the world one financial adviser at a time.

 

This is how my guest today describes her purpose and mission to introduce operational excellence standards into advisers firms in the UK.

 

Michelle feels the key and magic ingredient to turning financial services into a true profession is having the ability to consistently deliver quality in everything that we do! A strong cultural approach where everyone knows the business mission, internal and external clients’ needs and how to deliver amazing service.

 

You might have seen Michelle speak at adviser conferences or watched her YouTube videos.

 

Hear her boundless enthusiasm for excellence and how achieving International Certification will reignite the WOW factor and transform your business.

 

Listen how you could stand out from the competition with BS 8577 and ISO 22222 the only quality standards for financial advice and financial planning.

 

Who is Michelle Hoskin?

She is the founder and director of Standards International Ltd which is the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to ISO 2 Standard. This is the British Standard for financial planning. The only international quality standards for personal financial planners, financial planning firms and compliance.

She’s always believed that the only way to change the future of the financial services is to strive for continual professionalism and best practice among financial planners in the UK and overseas.

Advisers clients’ needs remain at the core of your business and that is why we continue to look for new ways of adding value to their businesses to support them both now and in the future.

For links to the books and apps mentioned by Michelle 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


MPAF21 – Caroline Hawkins on Critical Illness Cover and Business Protection

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

If you’d spent seven years fighting an insurance company for a critical illness claim payment would you have become a passionate advocate for the product?

My guest today is a financial adviser who dealt with just such a prolonged claim.

Rather than put her off protection insurance, Caroline says the experience created a passion for protection. Now she focusses on protection advice. Particularly critical illness cover and business protection.

Caroline uses compelling stories to convince her clients of the need for protection insurance.

Listen to Caroline’s stories about critical illness cover and business protection. Hear her opinions on whether protection is too complex and where the products should go in future.

Who is Caroline Hawkins?

Caroline works for Direct Finance Solutions Ltd

She’s an experienced, fully qualified, independent adviser specialising in Business Protection including Tax Efficient Life Cover, Key Person cover and Shareholder protection; Personal Protection including Life Cover, Critical Illness Cover and Income protection; Large Loan Mortgages including International Mortgages and Buy-to-Let portfolios.

Her aim is to help individuals and corporate clients take control of their finances in a friendly and professional manner whilst bringing financial peace of mind. Like many financial advisers Caroline concentrates on building long term relationships with her clients.

For links to the books and apps mentioned by Caroline 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


MPAF20 – Andrew Gething on Changing Protection Underwriting

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

Underwriting gets a good deal of bad press. But is it justified?

In the advised protection market the consequence of price competition on term assurance and critical illness products is tighter underwriting, more medical evidence and more ratings.

Online applications and tele-underwriting can help speed up the process but clients face disappointment when they find their premium is higher than originally quoted.

Is it time we changed the way we quote for protection products so we do not raise client expectations with cheap headline rates more people cannot obtain?

My guest today pioneered tele-underwriting in the UK and firmly believes that we need change. But what does "good" look like?

Hear Andrew's views on the current relationship between quoted premium rates and the final rates we offer after underwriting. Listen to his proposed solutions on how we can change underwriting from the current sometimes painful process to a valuable individual assessment.

That’s all right here in episode 20 of the Marketing Protection and Finance Podcast.

Who is Andrew Gething?

Andrew is founder and MD of Morgan Ash.

Before that he was a Chartered Structural Engineer and entrepreneur starting several other companies one of which was an IT specialist.

In his spare time Andrew is currently walking all the Wainwrights – that 214 hills in the Lake District of which he has only 22 more to do.

For links to the books and apps mentioned by Andrew 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: MPAF20_-_Andrew_Gething_on_Changing_Protection_Underwriting.mp3
Category:Marketing -- posted at: 12:00am EST

MPAF19 - John Bloomfield on Effectve Marketing for Small Adviser Firms

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

Digital tools mean that anyone can market their business effectively whereas only a few years ago such methods were restricted to those companies with large budgets.

But with so much available is can be a daunting task coming up with a marketing strategy and then putting client communications in place.

I originally connected with today’s guest on Google+ a somewhat underrated social media platform and I was very interested in his approach. So it’s great to welcome him to the MPAF Podcast.

John Bloomfield is a financial adviser who’s put together a great strategy for his own business and now helps other advisers with theirs.

Hear how he created a communications strategy including his website, email list, newsletter and client surveys. Listen to the challenges and and successes he has experienced on his financial services marketing journey.

Who is John Bloomfield?

John runs Bloomfield Financial Ltd - a company within the Sesame Network.

John also runs a design runs a web design agency called DeeMo which started as a pet project and has developed into a company that supports other financial advisers with their online offerings.

He is best known in the adviser community for having set up Sesame Forum – an online community for advisers within that network to chat anonymously about concerns and support each other with their business.

For links to the books and apps mentioned by John 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

 


1