Andy Hart on Voyant and mastering financial planning software – MAF101

In this episode, I talk to Andy Hart about Voyant.

How you can master financial planning software for the benefit of your clients and your business.

Welcome to episode 101 of the Marketing and Finance Podcast.

Andy Hart on Voyant and mastering financial planning software

What you’ll hear about in this episode

  • How software can help with sophisticated financial planning
  • Andy’s use of content marketing to build a second business as a Voyant expert
  • How Karate grading belts inspired Andy’s training courses

Who is Andy Hart?

Andy is a financial adviser specialising in helping people plan for their retirement and to manage their investments effectively once they retire. Working for Serenity Financial Planning he assists people to plan their finances in the context of their life goals.

He’s also an expert in the use of Voyant, the major software solution used in the financial planning industry. His advanced knowledge of this product and his experience in using Voyant to help clients make good financial planning decisions have enabled him to become a well-respected Voyant trainer and sought-after speaker on financial planning and the future of the industry.

Andrew runs seminars, webinars and presents at conferences on how to use Voyant

Links:

If you enjoyed – Andrew Hart on Voyant and mastering financial planning software – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

Subscribe on Stitcher

If you like the Podcast please click

Get your free eBook right here!

Michelle Hoskin on building WOWW into your business – MPAF100

In this episode I talk to Michelle Hoskin about how to create WOWW within your business. That’s a WOWW with three double-yous!

We  hear business tips and tricks from past podcast guests. And I’ll tell you about a competition to celebrate this milestone edition.

Welcome to episode 100 of the Marketing Protection and Finance Podcast.

Michelle Hoskin

Who is Michelle Hoskin?

Michelle is the founder and director of Standards International Ltd, the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to BS 8577 and ISO 22222 standard. This is the British Standard for financial planning.

She’s also built a personal brand as “Little Miss Woww” and she explains how important that branding has been to getting the excellence message out there.

COMPETITION: Win business books and free consultancy to celebrate episode 100. Click here.

Links:

If you enjoyed – Michelle Hoskin on building WOWW into your business – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MPAF Podcast – subscribe now.

Subscribe on iTunes

Subscribe by RSS Feed

Subscribe on Stitcher

If you like the Podcast please click

Get your free eBook right here!

What can you do to keep your marketing copy really simple?

Many companies, especially professional services companies, put out bloated and complex marketing communications.

It isn’t compelling and it doesn’t engage customers.

Here’s a simple trick, and it  is so simple, you can use to keep your marketing copy really simple.

Find out what the trick is in this short video.

If you enjoyed this episode of Marketing and Finance TV – What can you do to keep your marketing copy really simple? – please share it with your friends and colleagues. You can use the social media share buttons just below.

Click here to listen to the audio podcast.