Marketing and Finance (MAF) Podcast (marketing)

Andrew and Pete on Rule Breaking Marketing: Making your FS Brand Stand Out - MPAF95

In this episode I talk to Andrew and Pete on rule breaking marketing.

Making your financial services brand stand out.

Welcome to episode 95 of the Marketing Protection and Finance Podcast.

Who are Andrew and Pete?

I’m super excited about today's interview with Andrew and Pete – a wacky rule breaking duo from Newcastle.

They help people stand out with their rule breaking approach to marketing. Rule breakers was their online marketing conference which attracted well known speakers on marketing and social media from across the world.

It’s a great interview and we talk about:

  • Creativity trumps budget
  • Creative content
  • FREE goals are better than SMART goals
  • Why do so many companies aspire to be average?
  • What's the big domino you need to knock over first?

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Ian Fraser on Writing about RBS the Bank that Broke Britain - MPAF94

The financial crisis of 2008 rocked the world.

Institutions collapsed. Economies tottered on the brink. In the UK the Royal Bank of Scotland fell. The Government had to step in and bail the bank out.

My guest today wrote a book called Shredded about the bank’s failure. Although triggered by the September 2008 bankruptcy of Lehman Brothers, it was largely the consequence of its pursuit of scale for its own sake.

Listen to Ian's story of how he came to write the book. He describes how RBS became a rogue institution with few qualms about “misselling” financial products pursuit of profit, a cavalier disregard for the law and a warped idea of its own financial skills and strength.

Hear about the lessons the whole financial services industry can learn from the Bank that broke Britain.

That's all right here in episode 94 of the Marketing Protection and Finance Podcast.

Who is Ian Fraser?

Welcome to the MPAF Podcast – I’m Roger Edwards a Marketing guy from Edinburgh, talking to a wide range of guests about marketing topics, and issues and stories from protection and finance.

Thanks for downloading or streaming the show I really appreciate your support. I’m really excited about today's interview with Ian Fraser.

I’ve known I am for many years. In fact, when I was Marketing Director at Bright Grey and Scottish Provident, Ian was my go-to person for media training.

Ian is a journalist and broadcaster specialising in corporate finance, financial services and economic analysis.

A contributor to the FT, Sunday Times, Sunday Herald and numerous other titles, Ian wrote the definitive account of the rise and fall of The Royal Bank of Scotland in his book Shredded: Inside RBS the Bank that Broke Britain.

And it’s the story behind that book that we’re going to dive deep into today, right here on the Marketing Protection and Finance Podcast.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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: Ian_Fraser_on_Writing_about_RBS_the_Bank_that_Broke_Britain_-_MPAF94.mp3
Category:Marketing -- posted at: 4:06am EDT

Janet Murray on Mastering PR and getting your Story into the Media - MPAF93

Good PR can be perfect for your business growth.

If you have a different story to tell journalists want to hear about it.

But there's more to success than just bunging out a press release.

In this episode, I talk to Janet Murray, a journalist who helps people master PR and the opportunities it brings.

Listen to Janet's tips on building relationships with journalists, how to pitch your story, and how to get it into the media.

That's all right here in episode 93 of the Marketing Protection and Finance Podcast.

Who is Janet Murray?

Janet has 15 years' experience as a national journalist & editor working on The Guardian, The Times and The Huffington Post. She's also in business to teach people how to get high-profile press coverage.

She doesn't do PR for people, rather she prefers to  teach  her clients to do it themselves.

Janet believes this can be more effective than hiring a PR Agency for businesses of any size.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Chris Budd on Client Coaching and The Financial Wellbeing Book - MPAF92

In this episode I talk to Chris Budd about The Financial Wellbeing Book which he's recently written and published.

Chris has a unique perspective on financial planning, preferring to call it financial coaching, and this forms the foundation of his book

Hear where his inspiration came from and how Chris went about writing The Financial Wellbeing Book.  Listen to Chris explain the five elements of financial wellbeing.

That's all right here in episode 92 of the Marketing Protection and Finance Podcast.

Who is Chris Budd?

Chris runs Ovation Finance, a fee based IFA practice. 92% of their income is derived from existing clients, demonstrating their focus on long term service, and not selling products.

He's also a qualified business coach and mentor (Advanced Diploma in Coaching And Mentoring from the European Mentoring And Coaching Council).

Chris has a wife and 2 kids, has written a novel, is a cricket coach, plays guitar in a band.

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?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Alan and Kathryn Knowles on Special Risks Protection and Bold Zombie Advertising - MPAF91

In this episode I talk to Alan and Kathryn Knowles from the Special Risks Bureau.

They specialise in insurance for people who have existing conditions or take part in extreme pastimes or hazardous occupations.

The Financial Services industry call this “impaired lives". Alan and Kathryn have a much less gloomy term for it which we'll discover in the chat.

But this small firm recently launched a bold marketing campaign for protection insurance using The Walking Dead's Zombie theme. It's hard hitting. Striking. And not what we've come to expect from financial services firms.

Alan and Kathryn talk about why they've decided to be bigger and bolder and braver than most of their peers and where they are taking their marketing next.

That's all right here in episode 91 of the Marketing Protection and Finance Podcast.

Who are Alan and Kathryn Knowles?

Alan and Kathryn run Cura Financial Services Ltd which is the holding company for the Special Risks Bureau.

Based in North Yorkshire they were shortlisted for the Best Protection Adviser category at the Money Marketing Awards 2016.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Dickie Armour on Generic Top Level Domain Names, Crime Fiction and Video - MPAF90

Domain names are changing.

Dot-Co-Dot-UK and Dot-Com and other country coded names are making way for branded alternatives like Dot-Marketing and Dot-Finance.

In this episode I talk to domain expert Dickie Armour about how you can use generic top level domain names to enhance your company or personal brand.

We also talk about the sales books Dickie has written and his best selling crime Thriller, "The Habit".

That's all right here in episode 90 of the Marketing Protection and Finance Podcast.

Who Dickie Armour?

Dickie is a sales troubleshooter with 34 years in business. Over 16 years experience running Internet related businesses around the domain name, email services and web hosting and 3 years in the brand licensing industry.

He's passionate about helping big brands get closer to their fans and loves the Internet.

As Richard Armour, Dickie also wrote a crime fiction book called The Habit. He's also a prolific user of live streaming video platform Periscope.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Eleanor Goold from Compliance Manager to Copywriter and Communicator - MPAF89

In this episode I talk to Eleanor Goold, an ex-financial services compliance manager who's reinvented herself as a copywriter.

A fascinating story giving a unique insight into the way we market financial products such as pensions, investments and protection.

Hear Eleanor talk about simplicity in communications and how important it is to focus on benefits and not features.

That's all right here in episode 89 of the Marketing Protection and Finance Podcast.

Who Eleanor Goold?

Eleanor is founder of Kreatív Fordítás Ltd; a forward thinking writing, copywriting and content creation service set up to provide clear, concise and compelling copy.

Her in-depth technical pensions and compliance background has provided her with a unique skill set which she successfully utilises in her role as Creative Director.

As well as having over 20 years experience in the UK Financial Services industry and being professional qualified in both pensions and compliance, she is also an author as well as a professionally trained and qualified animal therapist.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Chris Fox on taking the pain out of putting together a strategy - MPAF88

For many companies strategy is a painful process executives and managers face reluctantly every year.

They often over complicate it. Weave it into the annual planning and budgeting cycle.

The result often isn't a strategy at all.

In this episode I talk to Chris Fox about how to make strategy simple. Hear Chris explain how to take the pain out of putting together a strategy. Listen to him explain how to separate strategy from the bureaucracy of annual planning, and turn it into a blueprint for business success.

That's all right here in Episode 88 of the Marketing Protection and Finance Podcast.

Who Chris Fox?

Chris is an independent strategy expert.

He describes himself as a problem solver with a strong strategic and project management delivery capability. He has a broad range of experience in international financial services, including strategy, marketing, M&A and technology.

Chris has developed an online strategy tool called StrategicLearningApp.

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?

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Alex Cameron on why we can't ignore Live Streaming Video in our Marketing - MPAF87

Periscope. Blab. Facebook Live. Video streaming apps that have taken the world by storm.

US marketers are creating massive engagement using live streaming video.

It was hottest topic at the recent Social Media Marketing World Conference in San Diego, no one can afford to be left behind as live streaming video takes hold.

In this episode I talk to Alex Cameron, a marketing consultant from San Diego who attended the mega conference.

Don't miss this special report where Alex shares with you insights, lessons and strategies about live streaming video and the future of content marketing.

That's all right here in Episode 87 of the Marketing Protection and Finance Podcast.

Who Alex Cameron?

Alex is a Social Media Coach from San Diego California.

With a background in the hospitality industry, she loves empowering her clients with the knowledge and direction they need to succeed in the world of digital marketing and social media.

So let’s get to it right here on the Marketing Protection and Finance podcast.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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


Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients - MPAF86

Some of the perceptions that stop people seeking financial advice also stop them choosing advising as a career.

Does the public believe only older wealthier people need advice? And that advising is not a good career choice for youngsters?

In this episode I chat to Adam Carolan who believes it's time perceptions changed. And he's actually doing something about it.

Hear about his website and content for creating interest in financial planning among younger clients. And his initiative devoted to nurturing the next generation of young adviser talent.

That's all right here in episode 86 of the Marketing Protection and Finance Podcast.

Who Adam Carolan?

Adam is an Independent, "fee only" financial adviser and Director at Xentum, specialising in working with aspiring professionals and business owners.

He's a self-confessed finance nerd and a big fan of technology.

He wants to see the rise of a young, dynamic and entrusting profession in personal finance.

He's also author of Genius with Money, a site specifically setup to help professionals and business owners navigate money and finance without all the usual jargon.

Links and Show Notes.

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

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

It’s the Podcast for Financial Services Professionals looking to share business ideas and inspiration in the world of Marketing, 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.

The main focus of the podcast is on what we can do to make protection and finance more accessible to the consumer and how financial services professionals can develop and promote their businesses.

We’ll look at financial services products, interesting business models and campaigns with an emphasis on the following:

Marketing – talking about how financial services professionals can develop and promote their businesses using traditional marketing tools but focussing on modern content marketing and social media techniques.

Protection – talking about life insurance, critical illness, income protection and other protection products

Finance – talking about pensions, platforms, savings and investments

My aim is to make sure that you will get one or two big business ideas that you can apply to our 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 marketing guy from Edinburgh I help people like you with your marketing strategy, content and social media. Until I set up my own business I was in and out of senior marketing roles in UK Financial Services Companies for two decades. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident.

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

Fancy Appearing on the Show?

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