Marketing and Finance (MAF) Podcast

MPAF29 – Chris Daems on AE in a Box and The Power of Three

Spotting the needs of niche customers and developing a specific product makes good business sense.

My guest today realised that his consultancy business model wasn't suited to smaller companies looking to comply with Auto Enrolment.

So he built his own online solution for that niche called "AE in a Box".

This is the inspiring story of how Chrisused digital technology to simplify a complex process.

Hear how Chris built "AE in a Box" and the challenges he faced on the way. Listen to how he took the concept to market and the lessons he learned. Chris's experience proves that anyone can develop their own products thanks to tools available online.

Don't miss this fascinating story from a real expert on Auto Enrolment.

A slightly longer than usual episode with some useful tangents about new Social Media Platform - Natter, and internet design wholesaler, Fiverr.com

That’s all right here in episode 29 of the Marketing Protection and Finance Podcast.

Who is Chris Daems?

Chris is the director of both Principal Financial Solutions and The Auto Enrolment Advisory Group as well as being an experienced financial planner.

The majority of his clients are directors of owner managed businesses and Chris considers this to be his particular area of expertise.

However, more recently Chris has specialised in helping firms of all sizes (ranging from 1500 through to 30 employees) with the challenges they face whilst meeting the employer duties relating to automatic enrolment regulation.

Chris won “Bluebook Newcomer” and “Pensions Adviser of the year award” at the Unbiased adviser awards 2014 and was runner up (for most innovative business) and finalist (for “Real Life Entrepreneur”) in last years London FSB Awards and also won "Group Pension Adviser of the Year" and was commended for "SIPP Adviser of the Year" at the 2014 FT Adviser Life and Pension Awards.

Over the past few months Chris has been instrumental in launching AE in a Box – a software tool designed to empower small employers comply with auto enrolment regulation in the most straightforward way possible.

Chris is married to Cassie and has two daughters, Charlotte and Sophie.

One thing you might not know about Chris is his cousin was the first "Ronseal Man" and therefore the first person to use the phrase ‘it does exactly what it says on the tin’ on primetime TV.

Links and Show Notes.

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

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

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

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 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, 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: MPAF29_-_Chris_Daems_on_AE_in_a_Box_and_The_Power_of_Three.mp3
Category:Marketing -- posted at: 5:04am EST

MPAF28 – Eileen Murphy on CRM, Business Processes and Successful Relationships

It’s so important for successful businesses to manage their interactions with current and future customers. Customer Relationship Management tools (CRM for short) can make a real difference to this process. But as always there are many systems available.

My guest today specialises not only in helping companies choose a CRM system, but also helps train them so that CRM becomes part of their culture.

Hear how Eileen started Informed Training and has helped many financial advisers embed CRM into their businesses. Listen to the passion Eileen has for marrying CRM with culture and business processes to create successful and profitable relationships.

That’s all right here in episode 28 of the Marketing Protection and Finance Podcast.

Who is Eileen Murphy?

Eileen runs Informed Training, which is an Independent provider of Consultancy and CRM Training services working closely with the Financial Services Sector.

They offer Independent practical hands on Consultancy in order to understand businesses. With empathy and understanding, this ensures that training is relevant and ensures companies use their CRM systems more effectively to drive their business forward.

A little known fact about Eileen is that she appeared on stage with the Late Roy Castle and Carol Vordeman – and like Roy Castle she believe in “Dedication – That’s What You Need.”

Links and Show Notes.

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

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

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

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 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, 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


MPAF27 – Esther Dijkstra on Scottish Widows Protection and Improving Customer Engagement

Scottish Widows must be one of the most iconic brands in UK financial services. And after almost a ten-year absence they are about to launch back into the adviser protection space.

My guest today is heading up that relaunch. Whilst she isn’t going to tell you all the secrets of the new proposition she does drop some tantalising hints.

Esther is passionate about customer engagement and share her views on what we as an industry need to do to improve that engagement.

Hear Esther talk about the importance of using emotions rather than statistics to empathise with customers. Listen how looking at completely different propositions, in this case Spotify, can give you a different perspective on customer engagement.

That’s all right here in episode 27 of the Marketing Protection and Finance Podcast.

Who is Esther Dijkstra?

After many business leadership and marketing roles at Legal and General, where she led the readiness team for RDR, Esther is now Head of Protection at Scottish Widows. She’s leading the brand’s relaunch back into the adviser protection market.

Outside work Esther regularly rides the Queen’s Horses.

Links and Show Notes.

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

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

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

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 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, 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


MPAF26 - David Ferguson on Nucleus and New Financial Business Models

Think Big. Act Small. Be Humble.

This is the business philosophy behind Nucleus Financial, and Edinburgh based platform provider built from scratch and launched in 2006.

My guest today is Nucleus Financial’s CEO. In this fascinating interview hear how David and his team founded a new type of financial services business model. Listen to how they over came challenges, focussed on client needs, built a vibrant culture and achieved success represented by over £1 billion funds under management.

That’s all right here in this episode of the Marketing Protection and Finance Podcast. It’s the first edition of 2015. So Happy New Year everyone. Thanks for listening and here is episode 26.

Who is David Ferguson?

After spending time as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus, David started Nucleus Financial.

Nucleus is based a stone's throw from where I used to work at Bright Grey, and indeed we've swapped marketing and cultural ideas over the years.

David is a prolific user of social media and a frequent media commentator.

Links and Show Notes.

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

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

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

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 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, 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: MPAF26_-_David_Ferguson_on_Nucleus_and_New_Financial_Business_Models.mp3
Category:Marketing -- posted at: 12:00am EST

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