John Kennedy – A US Adviser’s perspective on marketing a financial services business – MAF226

My guest this week is John F Kennedy, an adviser from Florida.

As you can imagine, sharing a name with a famous American President makes it difficult for him to rank in search.

We chat about how he’s marketed his business, Candorpath, and some of the differences and similarities between UK and US financial services.

Welcome to episode 226 of the Marketing and Finance Podcast.

John Kennedy - A US Adviser's perspective on marketing a financial services business

What you’ll hear about in this episode

  • The difference between UK and US financial advice markets
  • Subscription models and giving a lifetime of value to clients
  • Using video to create a client connection even before the first meeting
  • Why compliance and regulation shouldn’t be a barrier to using video marketing
  • Using storytelling to engage clients

Who is John Kennedy?

As Co-Founder of Candorpath, John’s is passionate about and has a deeply-rooted desire to help others.

While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession.

Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Links

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Been asked to put together a presentation? Don’t go straight to PowerPoint. Download this free eBook instead.

Louise Graham on listening, self-discovery and human transformation – MAF225

My guest this week is Louise Graham, an expert in self-discovery and human transformation.

We chat about how important it is to listen to our customers rather than just hear what they say, and how we can bring moments of thoughtfulness and kindness into marketing.

Welcome to episode 225 of the Marketing and Finance Podcast.

Louise Graham on listening, self-discovery and human transformation – MAF225

What you’ll hear about in this episode

  • Babysitting Tamagotchis and arranging personalised letters from Santa Claus
  • Masterminding and self-discovery in Bali
  • Understanding human transformation and change and the connection to marketing
  • The opportunity that lies within challenge
  • The power of questions and how they can change lives
  • Listening rather than hearing

Who is Louise Graham?

Louise believes that all change and transformation starts with us and that the world needs you and your business to succeed. She coaches people to breakthrough.

She has a unique ability to probe and get curious, always questioning and questioning again to get to the real “heart” of her client’s challenges. She has more than 13 years’ experience as an award-winning marketer and brand builder and has a real love for projects and businesses that are changing and expanding the world in unexpected ways.

Links

If you enjoyed – Louise Graham on listening, self-discovery and human transformation – 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

If you like the Podcast please click

Been asked to put together a presentation? Don’t go straight to PowerPoint. Download this free eBook instead.

Go to PowerPoint Last. Read this eBook first: Simple Steps to a Killer Talk

Have you been asked to put together a talk or presentation for an event?

What’s the first thing you do?

Most likely, you move the mouse pointer over the PowerPoint icon, click and then get busy putting together some slides.

You know how it goes. Heading. Bullet point. Bullet point. Bullet Point.

Or have you ever been at an event when someone delivers a “Death by PowerPoint” presentation? Hundreds of slides with tiny writing which they proceed to read out? They may even say, “Apologies to those at the back of the room, you won’t be able to read this small text.” In truth, the people on the front row will be struggling too.

If you want your talk to stand out. If you want to put together a killer talk then don’t, repeat, don’t go to PowerPoint first. In fact, PowerPoint should be the last thing you open.

My new eBook, “Simple Steps to a Killer Talk”, gives you a better way. Helps you avoid PowerPoint driving your script and becoming your crutch or comfort blanket.

More and more of my clients are asking for help on putting together killer talks, and a recent episode of the Marketing & Finance Podcast on this subject is one of the most popular ever. The feedback on this episode inspired me to write this eBook.

Simple Steps to a Killer Talk

Here’s what you can find in the eBook.

  • Knowing your customer/audience
  • Big Message
  • One liner or jingle
  • Knowledge goals
  • Emotional goals
  • Action goals
  • Segments
  • Blistering opening and memorable close

…and then you can go to PowerPoint.

The eBook guides you through putting together an engaging structure for your talk, including how to use stories to make your audience take action.

PowerPoint will never be your first port of call again.

To download the eBook please click on this link. It’s free and I’ll give you the option of signing up to my “Marketing Made Simple” bulletin. You don’t have to join, but if you enjoy the eBook, I hope you will.

If you want more help putting together a killer talk, I’d be delighted to talk to you some more. Please do get in touch.