Roger

All articles by Roger

 

Ben Amos on storytelling, strategy and production for video – MAF159

My guest this week is online video strategist and storyteller, Ben Amos. We talk about fitting video production into your marketing strategy and how to produce videos which engage your customers and bring in business. Welcome to episode 159 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why strategy is a vital first step for video marketing The seven elements for a successful strategy How to deal with fear of video Why production isn’t the most important part of video Why storytelling is important How businesses can communicate in a memorable way Who is Ben Amos? Ben has always been passionate in video in any form, and his grandfather and father were both enthusiastic home video makers. He studied film where he could, and became a film and television teacher in high school, before setting up a video production company, working with a range of businesses. As online content got bigger, clients started uploading the videos they’d had made to the web, but without seeing a good return on investment. Ben realised that they were missing a strategy, so he now helps his clients put together a plan to get more from their videos. Ben’s also the host of the “Engage with Story” Podcast. Summary of our chat Strategy is like a recipe. You’re combining a range of ingredients which taste ok on their own, but if you bring them together in the right way, they’ll be amazing. Bringing Instagram stories, vlogs and sales videos together with a great strategy gets people interested and wanting more. The key is to know your end goal. There are seven elements that make a successful video strategy: audience, goals, content, distribution, optimisation, metrics and production. When you know your audience, you align them to your goals, produce the
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Debbie Bolton on underwriting, simpler protection and trust – MAF158m

This week we dive back into the world of financial services and protection. My guest is Debbie Bolton. We talk about underwriting, protection product development and whether products and processes are getting simpler for customers. Welcome to episode 158 of the Marketing and Finance Podcast. What you’ll hear about in this episode A simple definition of underwriting anyone can understand The role of an underwriting development team in an insurance company How AIG Life is speeding up the application process for protection products Why the industry is trying to simplify insurance products How AIG Life works with financial advisers Why trust is a three-way process Who is Debbie Bolton? Debbie works for AIG Life. She’s responsible for claims and underwriting strategy. She’s been in the insurance industry for 20 years. 17 in underwriting. The role was completely different when she started, for example, paper-based with stacks of case files. Starting off in smaller companies, Debbie progressed in her career, moving to Ageas (as AIG was then) as manager for the underwriting development team. The company represented innovation, technology and automation. It was an exciting place. And she says it still does. Debbie says the work is fast-paced, and she loves her job. Summary of our chat Underwriting is the combination of science and maths to work out a price for a customer. It looks at an individual’s health, their hobbies, occupational risks and where they travel. Healthy office-workers will pay a lower price than unhealthy people in dangerous jobs.  But the aim is to charge as little as they can so everyone benefits. Debbie’s team differs from typical underwriters. They set the philosophy of the company.  They’re involved in all AIG Life’s developments. From products to technology. They manage the rules engine, to incrementally and continuously improve the processes for
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Engaging storytelling and simple marketing – two podcast appearances

On Thursday’s I publish my latest podcast episodes Most week’s it’s an interview with someone from the world of marketing and finance. I love interviewing people and learn so much from them as we discuss a wide range of topics. But I also get interviewed on other people’s podcasts too. This week I’m sharing two recent examples: Engage with Story Podcast with Ben Amos Ben runs an Australian company called Engage Video Marketing. He’s also a passionate advocate of storytelling in marketing. Each week on his show he examines storytelling in detail. Ben called my episode, “Taking the BS out of Business Storytelling”. Here’s what he had to say: “This episode is all about clearing out the BS that can so often surround story marketing. My guest is a marketing consultant and educator who helps people keep their marketing simple in a world where business BS and complexity threaten to stifle success. He is Roger Edwards, from rogeredwards.co.uk.” You can listen using the media player below. Hot Content Marketing Podcast with Natalie Hailey Natalie launched the Hot Content Marketing Podcast at the start of January 2018 and I was delighted to be her first guest. Natalie, a mum, Italiophile and foodie just happens to have an overwhelming urge to show the world that they can succeed in business, on and offline regardless of age, insecurities and industry. Natalie called my episode: How to keep your marketing simple (which as you know is one of my favourite subjects). We talk about: The importance of jargon-free writing His 3 rules of simple writing A great tip for getting that dreaded first draft down ‘on paper’ His basic marketing strategy questions You can listen using the media player below. Now it’s your turn: If you enjoyed these two great podcasts please give Ben and Natalie your
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Louise Harnby on self-publishing, marketing strategies and why branding matters – MAF157

My guest on the show this week is Louise Harnby. If you’ve got a novel in you and you’re looking to get it published, Louise has some great advice to give. We also talk about how she’s built her personal brand and about how she markets her business. Welcome to episode 157 of the Marketing and Finance Podcast. What you’ll hear about in this episode The importance of sharing your story in your own voice Why self-published authors deserve professional editing services How Louise got into content marketing Why brand identity is essential Why marketing advice should be given in plain language What’s gone well and what hasn’t as she’s built her personal brand Who is Louise Harnby? Louise started out working in-house for an academic publishing house in the 90s. After she had a child, she decided to reassess her work-life balance and set up her own copyediting and proofreading business. Today, she helps self-publishing authors to prepare their fiction books for market. A passionate advocate for storytelling, she found herself disagreeing with ‘literary snobs’ who say writers need a mainstream publisher, as she believes everyone should be able to share their words. Summary of our chat Writing is a great way of bringing clarity to your thoughts – to consolidate and structure them. When you create your own words, you know they’ve got your heart and voice in them. Writers sometimes worry that an editor will take that away. But Louise’s job let the voice of the author speak. A writer may have a great idea for a book. But there a big enough market may not exist for the publisher to bother with it. However, the writer should still go through the same stages of production. That’s where people like Louise come in.  To smooth and correct
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Lyndsay Phillips on content marketing, business planning and beating your inbox – MAF156

My guest on the show this week is Lindsay Phillips. We talk about content marketing, business planning and some great productivity tips, including how to beat your inbox. Welcome to episode 156 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why outsourcing is good for business What Lyndsay’s definition of content marketing is Lyndsay’s process for onboarding new clients Why businesses need to get the basics right Good and bad business experiences How to deal with your inbox Who is Lyndsay Phillips? Lyndsay’s a content marketing expert who helps businesses to grow. She decided to be her own boss when she had children, and set up Smooth Sailing, providing virtual assistant support. As the business grew, she realised she loved the social media aspect more than the admin tasks. To scale, Lyndsay niched into content marketing and found not only was she more passionate about her work, but she gained more clients as well. Her niche audience is solopreneurs or people with a small team, who want to grow quickly but are limited by time and knowledge and want expert support. Summary of our chat Lyndsay feels that business owners need to focus on what they do best and to take advantage of outsourcing. Don’t do it yourself, because your time is valuable. Get someone else to do the work, such as creating content, and edit it afterwards to make sure it’s on-brand. She says people often think content marketing is about blogs and social media, but her definition is: “You have ideas, knowledge and expertise in your head, and content marketing is how you share that knowledge with your prospects and audience.” The medium and frequency vary from business to business. Clients come to her when they know they’re overwhelmed and need help, but
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What are your 3 Power Phrases for Business Success in 2018?

At the start of a new year, many make resolutions. From a personal point of view, they might want to get fit. Lose weight. Stop drinking alcohol. Or give up chocolate. Businesses set goals, objectives and targets. Every year I also do something a little different. I like to come up with 3 power phrases to shape my business development over the next 12 months. It’s an idea I nicked from well-known marketing speakers Mitch Joel and Chris Brogan. In this short video, I’d like to share with you my 3 power phrases for 2018. And I’d be delighted if you’d tell me about your own in the comments. My power phrases for business success in 2018 are: 1 – Writing the book Those of you who know me or have worked with me know I’m obsessed with helping people keep their marketing simple. Keeping complexity, bloat, bureaucracy and BS out of their strategy. The book will dig deep into this with many stories and case studies. In fact, I’m looking for people who’d consider being case studies for the book. If that’s you please get in touch. 2 – Speaking engagements In 2017 I focussed much of my time getting back into public speaking. I’d taken a little time off after I left big corporate and set up my consultancy. Appearing at CMA Live in June and the Network Conference in Montenegro in October as well as gigs in London, Birmingham, Newcastle and Glasgow, it felt good getting back on stage. I’d like to work with conference organisers to help them make their events successful. And of course, Fighting Complexity in Marketing is one of my keynote subjects. 3 – Creative and challenging consultancy I work with companies on their content marketing. We’re talking blogs, videos, podcasts and more.
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Chris Skinner on FinTech, cryptocurrency and corporate change – MAF155

 On the show this week, I talk to leading commentator and strategist on financial markets, Chris Skinner. We chat about FinTech, blockchain, cryptocurrency and why corporate change is difficult in established financial businesses. Welcome to episode 155 of the Marketing and Finance Podcast. What you’ll hear about in this episode What Chris believes is holding financial organisations back How some companies are embracing change Why financial services companies need a technologist on the leadership team How consumers respond to new technologies How small businesses can apply new technologies What blockchain and cryptocurrencies mean for the future Who is Chris Skinner? A worldwide, leading commentator and strategist on financial markets, Chris is the Chief Executive of “The Finanser” and the Chairman of The Financial Services Club, with a focus on commentating on FinTech. He has a background in insurance and a career working with technology companies, starting out selling office automation systems to insurance companies. Made redundant in 2002 after running strategy for big organisations, Chris went searching for a job. He socialised with loads people in financial services and wrote articles about his conversations. This led him to where he is today. Attending international conferences and producing a daily blog about FinTech. Summary of our chat We see issues in leadership in financial services because the leaders are swamped with regulation compliance and risk. They resist change. Digital technology is transforming every aspect of insurance and banking. But boardrooms are full of similar people. There’s not enough diversity and this hinders change. AXA Insurance has partnered with a start-up called Trov in the “InsureTech” space. You can insure items for a few hours when you take them out of the house. You don’t need an annual insurance policy anymore. Just take it when you need cover. With a focus on
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Marketing isn’t just about communications – MAF154

In this week’s show, it’s just me and the mic. And I tackle a subject I see coming up more and more. Marketing isn’t just about communications. It’s such an important subject you can either listen to the podcast episode or read the following post. Or both. Welcome to episode 154 of the Marketing and Finance Podcast. Marketing isn’t just about communications And by communications, I mean advertising, promotions, websites, content, social media, email, snail-mail and any medium putting a message in front of a customer. All these activities are an important part of marketing but there’s more to marketing than this. Much more. But pick up a clipboard and get yourself out on the street and ask people, “What is marketing?” and I bet many would answer, “Advertising”. Some might say spam email, cold calling or being pestered by pop-ups. Perhaps a few would say social media. Fewer would say content like blogs, podcasts and ebooks. Communications, collectively, would be the most popular answer. As a marketer with more than 25 years’ experience, I know there’s much more to marketing than communications. They drummed it into me at college and in my many junior marketing roles until I’d worked my way up the corporate ladder high enough to drum it into those working for me. I remember my first interview for a full-on marketing role. In the job description, they explained the successful candidate would be responsible for the “strategy and marketing mix” for the product range. “The marketing mix!” Not a phrase you hear much these days. You’ll find it on university syllabuses and in marketing textbooks. Where you won’t hear it used much is in marketing departments. The marketing manager interviewing me for the role, the guy who turned out to be my future boss, asked me
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Top 10 Marketing and Finance Podcast Episodes of 2017

We hit 150 episodes in 2017. That’s incredible. Thanks for all your support and feedback over the last 3 years. I’m delighted to have reached the 150 episode milestone and already have a stack of great interviews already in the bag for 2018. So watch this space. In the meantime, here’s a rundown of the 10 most downloaded episodes of the Marketing and Finance Podcast in 2018. Click on the link for the full show notes page or on the graphic for an instant listen of that episode. Iona Bain on the Young Money Blog and financial education – MAF120 Thor Holt on perfecting presentations and pitches and killing confirmation bias – MAF118 David Smith on using widget technology to improve how insurance is bought and sold – MAF115 James Daley on Fairer Finance and raising standards in financial services customer experience – MAF116 Andy Philo on Serious Illness Cover and rewards for understanding and improving your health – MAF122 Paul Avis, Max Marchant and Donna Wray on promoting early intervention services – MAF136 Helen Wilkie on writing, publishing and marketing your business book – MAF121 Jonathan David Lewis on Brand vs Wild and building resilient businesses – MAF133 Maggie Johnson on virtual assistance, event management and marketing services – MAF119 Jon Norton on marketing lessons from building a stand-out accountancy brand – MAF134 Now it’s your turn: Thanks for listening to the Marketing and Finance Podcast in 2017. What was your favourite episode? Please let me know. And if you’d like to appear on the show, please get in touch. You could be one of my next guests.
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Kate Russell on FinTech and diversity in the workplace – MAF153

On the show this week, I talk to the journalist, BBC presenter and technology geek, Kate Russell. We chat about FinTech, diversity in the workplace and online gaming for charity. Welcome to episode 153 of the Marketing and Finance Podcast. What you’ll hear about in this episode How Kate uses gaming platform Twitch to raise money for charity Current developments in technology that we should all pay attention to FinTech developments people in financial services industry need to know Why diversity in business is important Her tips for becoming a public speaker, especially for women A great example of social listening Who is Kate Russell? A journalist, a TV presenter, technology expert, online gamer and all-round technology geek. Kate’s had a portfolio career and went into writing reviews for games magazines from working in sales. She believes that gives her a unique perspective on the content she creates and allows her to pay attention to the marketing angles too. Having reported for Sky TV and the BBC, she’s been with BBC’s Click (previously Click Online) for the last 15 years, looking at news and developments in the world of consumer technology. Summary of our chat Kate uses Twitch, a live stream to chat and watch people play games as a way of raising money for the charity Special Effect, which helps disabled people play video games. Her viewers have helped her raise £40,000, and technology companies have donated too. Her top future tech tip for anyone creating online content is to pay attention to speech recognition. Google reported that one in five searches through their Android app came through voice search, and consumers are now asking more natural language long tail questions. For financial services businesses, where everything is highly regulated and it takes time to implement changes, the focus
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Martin Brooks on giving pitches and presentations with greater impact – MAF152

On the show this week, I talk to Martin Brooks. He’s an “Impacttologist”. We chat about creating a greater impact in your pitches and presentations. How to convince, influence and motivate others. Welcome to episode 152 of the Marketing and Finance Podcast. What you’ll hear about in this episode What an impattologist actually is How a background in the travel industry shaped Martin’s career as a communication and sales trainer Combining psychology with communication skills to convince, influence and motivate those you’re speaking to Using tone of voice and rhetorical techniques to push home a message How Martin’s digital coaching process works and cuts out the tedium of travel How to keep your audiences attention and stop them reaching for their mobile devices Who is Martin Brooks? Martin describes himself as an “Impacttologist”. A person who studies the behaviour of the world’s top communicators to understand how they convince, influence and motivate others. He’s an enabler of people’s potential. Through his feedback, coaching and advice, he helps people create the “impact” in presentations that are representative of their potential – rather than their current combination of confidence and communication skills. Links: Connect with Martin on LinkedIn Follow Martin on Twitter Visit Martin’s website – the immpacttologist How to Win Friends and Influence People by Dale Carnegie Start with Why by Simon Sineck The Tipping Point by Malcolm Gladwell If you enjoyed – Martin Brooks on delivering pitches and presentations with greater impact – 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.       Sign up for Marketing and Finance bulletins and get your free
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Is the Caledonian Sleeper train better than an aeroplane – RogVLOG19

Travelling from Scotland to London or vice versa? How about an alternative to flying and staying in a hotel? You could try the Caledonian Sleeper train. I this episode of RogVLOG I hop on board the Caledonian Sleeper at Edinburgh Waverley and enjoy a comfortable journey south. Let’s check out the first class sleeper berths (the only difference between first and standard is you don’t have to share a cabin). Have a nightcap glass of wine in the lounge car. Rifle through the amenity kit goody bag. And enjoy breakfast as we arrive into London Euston. It can be hard to sleep as the train rattles over points and gets shunted through stations, but I think it’s a very comfortable alternative to flying. No parking in a long stay car park and waiting for the bus. No queues for check-in or security. No endless route marches through the shops. No cramped airline seats. No circling around waiting to land. You just turn up 10 minutes before the Caledonian Sleeper train leaves. Get you’re head down for 7 hours. And you’re in central London ready to do a good day’s work. Now it’s your turn: So what would you prefer? Plane or Caledonian Sleeper train? If you enjoyed this episode of RogVLOG, I’d be really chuffed if you’d subscribe to my YouTube channel. Please just click here.
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Kate Stalter on how cognitive biases affect investment decisions – MAF151

This week I talk to Kate Stalter about cognitive biases and how they affect investment decisions. She’s a journalist turned financial adviser so we also chat about how media coverage can influence people’s biases. Welcome to episode 151 of the Marketing and Finance Podcast. What you’ll hear about in this episode Kate’s career from journalist to financial adviser, and more specifically financial educator How news media across the globe affects investments decisions The US perspective on active versus passive investments Avoiding cognitive biases when making financial planning decisions Home country bias and its effect on investment portfolios Who is Kate Stalter? Kate works for Better Money Decisions, a US financial adviser firm, and lives in Albuquerque. She’s been a journalist writing in-depth market analysis for Investor’s Business Daily. She hosted the Daily Stock Analysis and Market Wrap videos on Investors.com and taught Investor’s Business Daily live seminars throughout the US. She still contributes to Forbes, US News & World Report and TheStreet, but her main focus is helping clients around the US who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions. Links: Connect with Kate on LinkedIn Follow Kate on Twitter Visit the Better Money Decisions Website Forget Wall Street by Kerry H Lutz If you enjoyed – Kate Stalter on how cognitive biases affect investment decisions – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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Edinburgh Scott Monument – Spires and Star Flyers – RogVLOG18

Winter Wonderland and the Christmas market opened recently in Edinburgh. It’s a fun time of year with shops and restaurants, German beer huts, cheese and chocolate stalls, roundabouts and rollercoasters springing up in Princes Street Gardens and the surrounding streets. This year they’ve built the terrifying Star Flyer ride next to the Scott Monument. A perfect combination of historic and modern. In the latest episode of RogVLOG, I take a break from the day job and take you on a whistle-stop tour of the Edinburgh Christmas Market. Let’s climb to the top of the Scott Monument and look down on the Star Flyer. Which is the scarier attraction? The historic building with its narrow spiral stone staircases, or the modern 200ft high roundabout? I have to let you into a secret. Even though it was a beautiful, but chilly day, when I filmed this VLOG, the climb up and down the Scott Monument was physically exhausting. Cold winds howled down its tight spiral staircases. At the top, it’s like climbing up through a drain pipe. Coming down is a test of balance and endurance. My body trembled and I needed a big black coffee to recover from the ascent and descent. I think the Scott Monument might be the scarier attraction. Now it’s your turn: Which would you prefer? The historic stone monument or the white-knuckle sky ride? If you enjoyed this episode of RogVLOG I’d be really chuffed if you’d subscribe to my YouTube channel. Please just click here.  
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Pete Matthew on building client trust through consistent audio and video content – MAF150

 This is a milestone edition, and my guest is Pete Matthew. He’s an expert financial planner, a prolific content marketer and fellow podcaster. We talk about how answering questions with video and audio content gives him a constant stream of clients for his business. Welcome to episode 150 of the Marketing and Finance Podcast. To help celebrate 150 episodes of the Marketing and Finance Podcast I couldn’t think of anyone but Pete to sit in the spotlight. As a financial planning expert and a content marketer whose built a massive audience for his videos his own podcast, his story is a perfect fit for my goal for the show. Ideas and inspiration from someone doing great things in the world of marketing or finance. And in this case, both. What you’ll hear about in this episode How he started answering finance questions with a video camera on the beach in Penzance Building the Meaningful Money Podcast into a finance show that’s popular worldwide How the podcast generates a constant stream of clients for his business, Jackson’s Wealth Pete’s role as a financial planner and a financial educator His top tips for professionals looking to start putting together content Who is Pete Matthew? Pete’s a Certified Financial Planner and Chartered Financial Planner providing fee-based holistic financial planning advice in Penzance, West Cornwall. He’s also an award-winning podcaster and video blogger. His passion is to spread the word that anyone can take control of their personal finances. He’s fulfilling this passion via his financial education website and podcast, MeaningfulMoney. Through video, podcasting and social media he’s reaching thousands of people every week with his simple financial planning message. Links: Connect with Pete on LinkedIn Follow Pete on Twitter Visit the Meaningful Money Podcast and Video website Visit the Jackson’s Wealth website
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Fighting complexity in marketing and kicking the butt of impostor syndrome

“What if the audience think my messages are too simple?” This thought came crashing into my mind as I sat in aeroplane thirty-five thousand feet above the Alps. Beyond the oval window, I could see the clear blue sky, snow-tipped mountains and lakes glistening in the sunlight. I was on my way to a marketing conference in Montenegro to give a speech on fighting complexity in marketing. The organisers invited me because they saw a video of my performance at CMA Live last summer in Edinburgh. So, I should have felt confident, motivated and ready to rock that stage. Instead, when the cabin crew lady handed me my coffee, I felt a sinking feeling and a rush of nerves. I thought, “What the hell are you doing?” “In two days’ time, you’ll on a stage in front of an audience of 150 people for whom English is not their first language. And they’re marketing directors of big companies or marketing agency people.” “Can I really teach them anything?” “Will they be remotely interested in keeping things simple?” I wondered what the odds were the plane would develop a technical fault and we’d divert to Austria. I guess a heavy dose of imposter syndrome came and hit me right between the eyes. But here’s the reality. I ran up the stairs to the stage in Podgorica top the heavy beat sound of UK hardcore techno-music (a link to my side hustle as a Body Combat instructor). Imposter syndrome defeated by the atmosphere of the event and the warm welcome given by the conference organisers and the other speakers and guests. The speech went off without a hitch, delivered in my usual upbeat, motivational style. And do you know what? They loved the speech. I’d adapted it to compensate for the language
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Gudrun Lauret on creating and repurposing content for professional services – MAF149

On the podcast this week, my guest is Gudrun Lauret. We talk about creating and, most important, repurposing content, for professional services businesses and entrepreneurs. Welcome to episode 149 of the Marketing and Finance Podcast. What you’ll hear about in this episode Gudrun’s career from journalistic beginnings to building her own copywriting business What people really want to know about mortgage brokers, financial advisers and other professional service providers Turning client questions into blogs, articles, podcasts and videos How to come up with content which will engage your clients Repurposing your content whether your starting point is a live video or a written blog How to boost your content and attract traffic to your website Who is Gudrun Lauret? Gudrun helps businesses make the most of their podcasts, vlogs and webinars with her transcription and repurposing services. She turns them into blogs, quotable soundbites and more. She also writes blogs and bespoke copy for successful entrepreneurs who recognise the importance of original, well-written communications. Gudrun is passionate about writing and builds on her years of experience to produce the words to allow companies to clearly and effectively share their messages. Links: Connect with Gudrun on LinkedIn Follow Gudrun on Twitter Visit Gudrun’s website – making your content marketing work harder and better The Well-Fed Writer: Financial Self-Sufficiency as a Commercial Freelancer in Six Months or Less by Peter Bowerman The 4 Hour Work Week by Tim Ferris If you enjoyed – Gudrun Lauret on creating and repurposing content for professional services – 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.      
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Top take aways from Youpreneur Summit 2017

I’ve just come back from 2 days in London at the first Youpreneur Summit. Organised by online business coach Chris Ducker, this two-day event was a combination of high octane presentations, mastermind groups and networking. In this short video, I’ve pulled together one take away from each of the speakers, including: John Lee Dumas Mark Asquith Joanna Penn Amy Schmittauer Colin Gray Matthew Kimberley John Jantsch Janet Murray Carrie Green Mike Morrison Russell James Pat Flynn What an event. Great to meet up with old friends and make many new ones, and to catch up with Youpreneur members in real life. The masterminding groups and networking opportunities were as important as the keynote speeches. Now it’s your turn: If you were at Youpreneur Summit 2017 – what was your main take away? Did you enjoy this video? Please subscribe to my YouTube Channel right here. If you enjoyed this episode of Marketing and Finance TV – Top take aways from Youpreneur Summit 2017 – please share it with your friends and colleagues. You can use the social media share buttons just below.
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Social Media Warriors Podcast featuring Roger Edwards

I’m a “Social Media Warrior”. I’ve never claimed to be an expert in social media or, heaven forbid, a guru. How can you be when the world changes so quickly. But I like Social Media Warrior. My friend and fellow keynote speaker, Phil Calvert, just launched his Social Media Warriors Podcast and I’m delighted to feature in episode 6. You can listen to the show by clicking below. This is what Phil has to say: In the 6th edition of the Social Media Warriors Podcast we meet Roger Edwards. Roger comes from Edinburgh in Scotland and is a highly experienced marketer, having had his hands on substantial budgets during his life in the corporate world. Today he specialises in keeping things simple, and has a compelling dislike for bloated processes, mumbo jumbo language and business jargon. As a qualified exercise class and yoga teacher, Roger’s also been known to ask his clients to take off their ties and put on their trainers – taking their fitness, as well as their marketing, to the next level. Oh, and he’s a prolific podcaster too… I had a great time talking to Phil on the Social Media Warriors Podcast. We riffed on progressive rock, Genesis and Magnum the bands, fighting complexity in marketing, and using content to get people to trust you. Now it’s your turn: Visit the Social Media Warriors Podcast Page
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Exploding projectors, presentation segments and World Class Communication – WCCLive17

BANG! The screen went dark and my presentation style changed forever. That was 15 years ago. I was a prolific public speaker. Speaking at conferences all over the UK and in Europe. I’ve been getting back into speaking in a big way in the last 18 months after taking a break for a few years. In 2017, people have enjoyed my “Fighting Complexity in Marketing” talk at CMA Live in Edinburgh, Talking Point of Business in Newcastle and Network 2.0 in Montenegro. It’s an exciting time. But two experiences in my speaking career profoundly changed the way I present now. The day the projector lamp went “BANG” and World Class Communication (WCCLive) with Marcus Sheridan. An annual 2-day event in Edinburgh, WCCLive helps speakers develop, improve and become, literally, world class. In fairness, it’s not just an event for speakers. WCCLive can help you in all areas of communication. Workshops. Managing staff. Team meetings. Even how you communicate with friends and family. This week organiser, Chris Marr, and Marcus invited me back to WCCLive as a guest to share my experiences. I stood in front of the students, in the incredible Lyceum Theatre in Edinburgh and told them my story. I started by asking them what is the first thing they do when asked to put together a presentation? One person said they panic! Another told of how he draws a mind map. Other said they moved their mouse pointer towards PowerPoint. That was me 15 years ago. Death by PowerPoint If my boss came over and said, “I need you to put together a presentation on the top 5 advantages of our product line”, I’d click on PowerPoint. If someone asked me to deliver a speech at a local business event, I’d go straight to PowerPoint. It’s what most
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Tim Lewis on social media as a networking strategy – MAF148

My guest on the show this week is Tim Lewis. We talk how you can use social media and content, such as blogs and live video, to grow your business network. Welcome to episode 148 of the Marketing and Finance Podcast. What you’ll hear about in this episode Avoiding the “spray and pray” approach to networking Social media and content allow a new type of networking The power of twitter chats People underestimate the power of commenting on blogs and videos for making contacts How other people’s content can act as a network enabler Who is Tim Lewis? With over 18 years experience in IT development and management in Financial Services Industry, Tim’s now working in the world of writing fiction and publishing. He’s managing director of Stoneham Press, has published fiction on Amazon and helps other self-publishers. Tim is the host of the Being Self Published Podcast. He’s writing a book about how to use social media and content to build business networks – using social media to get ahead by “being you”. Links: Connect with Tim on LinkedIn Follow Tim on Twitter Visit Tim’s website – Stoneham Press Listen to the Begin Self-Publishing Podcast Unscripted – Life, Liberty, and the Pursuit of Entrepreneurship by MJ DeMarco If you enjoyed – Tim Lewis on social media as a networking strategy – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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The key to financial services: Be simpler, more human and braver

Be simpler. Be more human. And be braver. These are the concepts everyone in the UK protection market needs to adopt to be successful in future according to speakers at this summer’s Protection Review Conference. Simpler is obvious. Well known campaigner for plainer English in financial services, Rhys Williams of Quiet Room suggested we need less complicated products. Easier to understand marketing and policy material. And quick navigable straight through processes. Being more human needs product providers to show more empathy with customers, particularly at claims stage. Empathy expert Alasdair McGill described better methods of communications to make the customer experience for bereaved people better in such difficult circumstances. And being braver meant exploring new product models, challenging established ones and pushing the boundaries with underwriting. Jackie Leiper from Scottish Widows looked at some of the innovations from different insurance markets and the lessons we could learn. There is evidence of all this starting to happen. AIG Life’s critical illness product, Key 3, is a good example of making things simple. The 7 Families income protection campaign proves the power of using video to tell the stories of people affected by illness. That’s a more human touch. It’s harder to find examples of protection companies being braver however. Another common thread discussed by the panel that followed these speakers was the need for the industry to better engage with younger people. Journalist Iona Bain, founder of the Young Money Blog put forward some interesting views on the communications challenges involved. In the days after the conference, I found myself thinking more and more about young people and protection. I wished we’d had more time to explore some of the issues Iona raised. Millennials? I went away and started looking for companies in other industries that had looked at specifically marketing a
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Maria Nedeva from academia to launching The Money Principle blog – MAF147

My guest this week is business school professor, Maria Nedeva. We talk about her academic career and how it led her to launch The Money Principle blog where she helps people to grow income, eliminate debt, build wealth and love their lives. Welcome to episode 147 of the Marketing and Finance Podcast. What you’ll hear about in this episode The four pillars of the Game of Wealth Igniting the spark of curiosity in young people about money How to refocus from teaching to learning How massive personal debt led to Maria deciding to launch The Money Principle blog Why baby boomers might be a better obsession for marketers than millennials Who is Maria Nedeva? Maria is Professor of Science and Innovation Dynamics and Policy at the Manchester Business School. She teaches students about innovation, policy and creativity and talks to Prime Ministers about how best to spend the science budget of their countries. Massive consumer debt motivated her to learn all about personal finance and she launched The Money Principle to help people grow their income, eliminate debt, build wealth and most importantly love their lives. Links: Connect with Maria on LinkedIn Follow Maria and Money Principle on Twitter Visit the Money Principle website The Subtle Art of Not Giving a F*ck: A Counter intuitive Approach to Living a Good Life If you enjoyed – Maria Nedeva from academia to launching The Money Principle blog – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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Speaking at Network Conference and chilling in Montenegro – RogVLOG17

Fancy a trip to Montenegro? This transports you into the energy and atmosphere of the Network Marketing Conference 2017 in Podgorica. And takes you on a trip around the stunning sights of the beautiful country of Montenegro. See behind the scenes of the conference and watch snippets of some of the amazing speakers. Then let’s travel to see the beautiful Ostrog Monastery high up in the Montenegrin mountains. We finish with a visit to the Lipovac Winery nestled on the slopes of another stunning mountain. The organisers of the conference, the guests and the speakers created such an unforgettable experience. I hope the vlog captures how special this weekend turned out to be. As a speaker, I enjoyed a dinner with the other speakers the first night. A lovely hotel room. A cocktail party with the conference guests. And of course the trip around the Montenegrin countryside. Thank you Vedrun, Tamara, Adrijana and Dragana for your amazing hospitality. And it was a pleasure to share a stage with such a great set of speakers. Monique Blokzyl Elise Quevedo Melanie Martins Kate Russell Miroslav Varga Lazar Dzamic Boris Vujicic Vladimir Vulic Darko Ivanavic Erik Meijer Jeremy Abbett Thanks to Jeremy Abbett for letting me use some of his drone footage. Visit Jeremy’s website here. Watch to the end for a few bloopers! Your turn: If you enjoyed the VLOG please share with your friends. Get in touch if you’d like me to speak at your next event. Please click here to subscribe to my YouTube Channel.
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Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – MAF146

This week on the show my guest is Ramin Nakisa. We chat about active versus passive investment strategies and the death of what Ramin describes as “The Alpha Cult”. Welcome to episode 146 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why the belief active investments can consistently out-perform markets is known as “The Alpha Cult” The difference between Alpha and Beta – active and passive How the US is ahead of the UK in its attitude to these approaches The role of the independent financial adviser as a teacher and financial coach The investment philosophies of Jack Bogle and The Vanguard Group Who is Ramin Nakisa? Ramin is co-founder of Pension Craft Ltd. He specialises in investment research and strategy with a focus on producing actionable, global cross-asset allocation ideas to maximise return while managing risk. He focuses on an analytical and fundamental approach to investment. Ramin has outstanding cross-asset knowledge, excellent presentation skills and a proven ability to present complex ideas in a simple way, exceptional writing skills honed through writing a weekly research publication and a finance book, the ability to transform a macro view into a position or trades, strong numerical analysis skills and the ability to implement those ideas in R, Excel or C++ Links: Connect with Ramin on LinkedIn Follow Pension Craft on Twitter Visit the Pension Craft website Accounts demystified: The astonishingly simple guide to accounting by Anthony Rice If you enjoyed – Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – 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
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Come and try the last and final call marketing technique

Here’s a marketing tip inspired by one of the silly things they say at airports. You’ve heard the gate agent say, “This is the last and final call.” Well if it’s the last call, it’s also the final call. There’s no need to say both. It always makes me giggle when I hear this. However, when they say this, the gate agents are iadvertently tapping into a tried and trusted marketing technique called, “Problem. Agitate. Solution.” Join me in this video to explore this great marketing technique you can use in your copy, content and adverts. Now it’s your turn: The idea for this video came to me as I sat at Paris Charles de Gaulle airport waiting on a flight to Montenegro. Have you any marketing tips inspired by the strange and funny things people say? If you enjoyed this episode of Marketing and Finance TV – The Last and Final Call Marketing Technique – 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.
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More shops won’t make airport customer experience better

When you’re stood in a line for security at a UK airport, with hundreds of people ahead of you in the queue, what would improve your customer experience? If you’re looking for somewhere to sit before your flight, but can’t find any seats what would make things better for you? A few months ago I wrote an article about the shocking state of UK airports. About endless queues. Layouts designed not to speed you to the gates, but to make you walk in long, winding, convoluted route marches through shops and restaurants. My article turned out to be one of most popular articles on this blog. My rant resonated with travellers. Airports or shopping malls? UK airports are not airports. They are vast, badly designed shopping centres with a few gates welded into the corners for planes to park at. At Edinburgh airport you’ll find it difficult to see any aircraft until you’re at the bottom of the steps for boarding. Windows are a luxury the owners of the airport can’t afford to give their passengers. Windows take up too much valuable retail space. Like most UK airports, they’re expanding the terminal all the time. Last week, after my forced hike through the mall at 6:30am, I came across a hoarding concealing yet more expansion work. The sign read as follows, “We’re upgrading your journey with more shops, gates, seats and destinations.” Take a moment to read that statement again. When upgrading our journey, for that read, our customer experience, the priority for the airport is… Shops. More shops. Sure they mention more gates, seats and destinations. But the first upgrade they mention is more shops. How to upgrade airport customer experience Here encapsulated in one advert is the reason travelling through UK airports is such a miserable experience. Despite
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Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – MAF145

This week on the show my guests are Alan and Kathryn Knowles. We talk about how they became an award winning specialist financial adviser firm by using zombies, gnomes and advent calendars to create some quirky marketing campaigns. Welcome to episode 145 of the Marketing and Finance Podcast. What you’ll hear about in this episode How Alan and Kathryn developed a niche focusing on people who find it difficult to get protection insurance Dealing with clients individually and taking referrals from other financial advisers How Kathryn comes up with the ideas for marketing campaigns based on popular culture Trying to make boring insurance a little more engaging and more about planning Why content rather than in your face promotion leads to better engagement with customers 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 won Best Protection Intermediary at the Money Marketing Awards in June 2017. More recently, at the Cover Magazine Awards 2017 in October, they were Highly Commended in the Best Promotion by an Intermediary category and won Best Specialist Intermediary. Links: Follow Kathryn on Twitter Connect with Kathryn on LinkedIn Connect with Alan on LinkedIn Cura and Special Risks Bureau Website Facebook Page Pinterest Page Email Kathryn Email Alan If you enjoyed – Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing
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3 hour Body Combat charity fitness marathon – RogVLOG16

As well as my day job as a marketing guy, I also teach yoga, Body Balance and a martial arts-based exercise to music class called Body Combat. On Sunday 8 October 2017 I took part in a 3 hour Body Combat charity fitness marathon. And that was after teaching my normal 2 Sunday morning classes. We had great fun at Drumbrae Leisure Centre in Edinburgh. Join me for this episode featuring amazing instructors and participants who I can only describe as “hardcore” combaters. Now it’s your turn: What’s your favourite type of exercise class? If you enjoyed this episode of RogVLOG, please subscribe to my YouTube Channel.
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Ross Coverdale on getting more comfortable in front of a video camera – MAF144

This week on the show my guest is Ross Coverdale. We talk about how video is becoming more important for marketing all types of businesses and how you can be more comfortable, confident successful in front of a video camera . Welcome to episode 144 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why video is ever more important in marketing your business Common objections to video and how to overcome them Techniques for feeling like a natural in front of the camera The importance of varying the speed of your presentation and the tone of your voice Tips for remembering your script and nailing your delivery Who is Ross Coverdale? Ross is a video editor and producer. He helps people make their content marketing, vlogs and course videos the best they can be, with creative editing and live video coaching. He takes care of the creative polishing and tweaking, leaving you to do what you do best – whether that’s running your business, or creating more content. And if you’re struggling with some or all of the technical things like cameras, lenses, lighting and sound, or, if you want to up your performance game and get good on camera, he can help you create the best videos you can, with live coaching and videography. Links  Connect with Ross on LinkedIn Follow Ross on Twitter Visit Ross’s website – radlad.co.uk Daring Greatly: How the Courage to Be Vulnerable Transforms the Way We Live, Love, Parent, and Lead If you enjoyed – Ross Coverdale on getting more comfortable in front of a video camera – 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
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Why 280 Twitter characters won’t help keep marketing simple – MAF143

This week it’s just me and the mic. And I’m going to talk about keeping things simple. Twitter have just announced a trial to increase the size of a tweet from 140 to 280 characters. The world’s already flooded with complexity, bureaucracy, management speak mumbo jumbo and gobbledegook. Do we really need a social media famed for its brevity and simplicity to suddenly offer us the ability to be more complex? Welcome to episode 143 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why it’s important to keep your marketing simple so you engage with your customers How Twitter helps create a discipline for brevity The three rules for cutting out the marketing BS Why Twitter shouldn’t double the size of its tweets Links  Check out my recent video on the 3 rules for marketing simplicity  If you enjoyed – Why 280 Twitter characters won’t help keep marketing simple – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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Keynoting at Talking Point of Business 2017 in Newcastle UK – RogVLOG – 15

TPBiz is a business conference with a difference. Based in Newcastle, UK, it’s quirky. They hold it in a fun venue called George Street Social. On the agenda is a mix of speakers, workshops, mastermind sessions and networking opportunities. This year their theme was content marketing so I was delighted take the stage as their opening keynote speaker. A great fun day spent with passionate local business people hungry for new ideas, inspiration and eager to share their stories. Check out the conference highlights and go behind the scenes in this latest episode of RogVLOG. Now it’s your turn: Were you at Talking Point of Business 2017? Don’t you just love events with a difference? What’s the quirkiest conference you’ve ever been to and why?
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Get to no BS Marketing with these 3 tips

Complexity. Bureaucracy. Bloat. Management speak mumbo jumbo. These are the enemies of good customer-focussed marketing. In this video I give you three tips to help you keep your marketing simple and the BS at bay. 1) Assume your customer knows nothing 2) Speak your customer’s language 3) Avoid industry jargon, management speak and buzz words. Follow these three tips and you’ll better engage your customers and they’ll love you for your simple approach. Now it’s your turn: You do have to laugh at some of the gobbledegook some companies use in their marketing. Please share your favourite piece of management speak mumbo jumbo. If you enjoyed this episode of Marketing and Finance TV – Get to no BS Marketing with these 3 tips – 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.  
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Corey Poirier on public speaking lessons from stand up and TEDx – MAF142

This week on the show my guest is Corey Poirier. We talk about story telling in public speaking and the lessons he’s learned from doping stand up comedy and putting together TEDx talks. Welcome to episode 142 of the Marketing and Finance Podcast. What you’ll hear about in this episode The public speaking lessons you can learn from doing stand up comedy Effective story telling and audience engagement Starting from the goal and the story rather than the PowerPoint deck Why the TED talk format of short succinct story driven speeches is so successful How to market yourself whilst your at a conference Who is Corey Poirier? Corey is an award winning keynote speaker (having presented to 100,000 attendees and shared the bill with Deepak Chopra and General Rick Hillier), award winning executive, host of the Conversations With PASSION Radio Show which features the likes of Jack Canfield (Chicken Soup for the Soul), John Gray (Men are from Mars), Dr. John Izzo, and Chalene Johnson and an International Best-Selling Author (Share Your Message With The World). He’s also interviewed 4000 of the world’s highest achievers to gather material for his books and talks. Links  Connect with Corey on LinkedIn Follow Corey on Twitter Visit Corey’s website The Greatest Miracle in the World by Og Mandino The One Thing: The surprisingly simple truth behind extraordinary results by Greg Keller If you enjoyed – Corey Poirier on public speaking lessons from stand up and TEDx – 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.       Sign up for Marketing and Finance bulletins
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Is it time to stop using meaningless marketing words?

Avoiding meaningless marketing words Have a look at marketing material, press releases and awards entries and you’ll spot an overuse of words like: Innovative Game-changing Revolutionary Unrivalled Unique In most cases, the products aren’t innovative, game-changing, revolutionary, unrivalled or unique. And they definitely aren’t “very unique”. When we overuse words they become meaningless. Journalists see them in press releases and take them with a pinch of salt. Customers see them as marketing fluff. In this video, let’s talk about a quick and easy alternative to using meaningless words. If you enjoyed this episode of Marketing and Finance TV – Is it time to stop using meaningless marketing words? – 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.
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Daniel Crosby on behavioural psychology applied to marketing and finance – MAF141

My guest on the show this week is psychologist and TEDx speaker, Daniel Crosby. We have a fascinating discussion about behavioural psychology and how we often make irrational decisions. If you’re a marketer or give advice of any kind don’t miss this great interview. Welcome to episode 141 of the Marketing and Finance Podcast. What you’ll hear about in this episode What behavioural psychology is and why it’s important to understand how people make decisions Why we all have biases that often lead to us making the wrong decisions The key elements of emotion, ego, conservation and attention and why they affect consumer behaviour Why we need to get outside help to overcome our biases and irrationality How TED talks teach you stories are Trojan horses for facts Who is Daniel Crosby? Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioural finance expert who helps organisations understand the intersection of mind and markets. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and two children. Links  Connect with Daniel on LinkedIn Follow Daniel on Twitter Visit Daniel’s website – Nocturne Capital Read Daniel’s articles on the Wealth Management website The laws of wealth by Daniel Crosby Algorithms to Live By: The computer science of human decisions by Brian Christian and Tim Griffiths If you enjoyed – Daniel Crosby on behavioural psychology applied to marketing and finance – please leave a comment or a review on
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Emma Thomson on promoting positive protection insurance stories – MAF140

My guest on the show this week is Emma Thomson. We talk about building LifeSearch, promoting positive protection stories, and the Protection Distributors Group. It’s a great interview full of insights and ideas about company culture and customer engagement. Welcome to episode 140 of the Marketing and Finance Podcast. What you’ll hear about in this episode The success of LifeSearch, one of the UK’s biggest protection insurance intermediaries How company culture is important in developing a true customer focus Making sure people see positive PR stories rather than focusing on the odd negative one How real stories about the experiences of real people are the best way of broaching a dull subject like insurance How creating your own awards event can improve products and service in your industry The development and successes to date of the Protection Distributors Group Who Emma Thomson? Emma is Life Office Relations Director at LifeSearch. She consults with financial services product providers on the strengths and weaknesses of their offerings to help them increase their business. Externally she provides advice on Product, E-Commerce and Process development and is a member of the F&TRC Protection Forum, the Income Protection Task Force and the Protection Distributors Group. She also has a regular column in Money Marketing Magazine. Links  Connect with Emma on LinkedIn Follow Emma on Twitter Visit the LifeSearch Website Follow the Protection Distributors Group on Twitter Start With Why: How Great Leaders Inspire Everyone To Take Action by Simon Sinek If you enjoyed – Emma Thomson on promoting positive protection insurance stories – 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
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Andrew Fundell on better business banking – MAF139

My guest this week is Andrew Fundell. We talk about better business banking and the alternatives available to small companies through to the largest investment firms. Welcome to episode 139 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why some firms find it hard to set up business bank accounts What alternative to traditional banks are available How to market those alternatives Why the human touch is still important in our digital world Banking tips for small companies through to large investment firms Who Andrew Fundell? Andrew works for GCEN/GSC. GCS Offers Custodial and Client Money services to investment firms globally. GCEN is an industry leading global currency exchange firm with 14 years experience and offices in the UK, Spain, Portugal, Malta and Dubai. Links Connect with Andrew on LinkedIn Visit the GCEN website Visit the GSC website If you enjoyed – Andrew Fundell on better business banking – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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Mark Lee on magic and helping professionals stand out – MAF138

This week I talk to Mark Lee. A qualified Chartered Accountant he’s the Treasurer of the Magic Circle. We talk about magic and how he’s pivoted his career to helping professionals stand out. Welcome to episode 138 of the Marketing and Finance Podcast. What you’ll hear about in this episode Effective communications depend upon whether people understand your messages Creating goals by asking: Who’s my market? What’s my message? What’s the media to convey my message? How you can’t stand out if you follow the same rules as everyone else The power of asking questions to really understand what your clients want And how a wooden duck as become a magic party trick loved by generations of children – including me Who Mark Lee? Originally a children’s party magician and a Chartered Accountant, Mark has developed a career helping professionals stand out. Using his 7 Stage Framework he focuses, mainly on accountants, and helps them be remembered, referred and recommended. As Treasurer of The Magic Circle, Mark draws on his skills as a magician and build magic tricks and techniques into his speeches and blogs. Links Connect with Mark on LinkedIn Follow Mark on Twitter Visit Mark’s “BookMarkLee” website Visit the Magic Circle Website Find out more about the Dippy Duck magic trick LifeTalk LIVE – the TED & TEDx-style conference for IFAs, advisers and industry professionals Win the Crowd – Unlock the secrets of influence, charisma and showmanship by Steve Cohen If you enjoyed – Mark Lee on magic helping professionals stand out – 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.  
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Exploring unspoilt Mallorca – a travel special – RogVLOG – 14

Some associate the Spanish holiday island of Mallorca with stag and hen parties. Pubs called the George and Dragon. British Bitter beer. Fish and chips. High rise hotels and wall to wall clubs. But away from all that excitement lies unspoilt Mallorca. Beautiful countryside. Sleepy villages. Markets brimming with fresh fruit, vegetables and meat. Secluded villas. Quaint tram and train services. Join me in this episode of RogVLOG where I explore unspoilt Mallorca. We visit: A converted farmhouse in the Pollenca Countryside The Caves of Drach Mountain village, Soller and nearby Port De Soller Inca Market Pollenca old town and Port De Pollenca Let’s go exploring unspoilt Mallorca. Now it’s your turn: Let me know what you think. And why not share your own favourite parts of unspoilt Mallorca.
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Jason Hulott on referrals for financial professionals – MAF137

My guest this week is Jason Hulott. We talk about referrals for financial professionals and where this fits in a wider marketing plan. Welcome to episode 137 of the Marketing and Finance Podcast. What you’ll hear about in this episode The truth about financial services social media and compliance Why, even if you decide not to use social media to engage with clients, you should still use it to listen Whether referrals are as important as they used to be now we have social media and digital channels How to avoid “shiny new toy” syndrome and focus on where your clients are Creating content your referral network can use Who Jason Hulott? Jason is co-founder and Business Development Manager at Speedie Consultants Limited. They started in 2003 and are a full service internet marketing agency mainly helping those in the personal finance and insurance niche. His area of specialism within the business is traffic generation; lead generation; and income generation via many activities including: social media marketing, link building, affiliate marketing, lead generation and business consultancy. Links Connect with Jason on LinkedIn Follow Jason on Twitter Visit the Speedie Consultants website If you enjoyed – Jason Hulott on referrals for financial professionals – 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.       Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!
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Paul Avis, Max Marchant and Donna Wray on promoting early intervention services – MAF136

This week I welcome Paul Avis back on the show for the fourth time along with his colleagues Max  and Donna. We talk about Group Income Protection and Early Intervention Services. And try and answer the question, “Are insurers just insurers or are they service providers too?” Welcome to episode 136 of the Marketing and Finance Podcast. What you’ll hear about in this episode Are insurers just insurers or are they service providers too? Why is there such a low take up of group income protection despite the positive benefits for employers and their employees? Is group income protection the right name for the product? Would extended sick pay and support be better? How to deal with cases where absence isn’t for clinical reasons but workplace related Three cases studies showing the human touch Understanding the employer, measuring the outcomes and targeting the offer Who are Paul, Max and Donna? Paul Avis is Marketing Director at Canada Life Group Insurance. A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing. Andrew Marchant (known as Max) is Rehabilitation & EIS Manager. As a father and foster carer life he enjoys spending as much time as he can with the family taking walks with the dogs.  He also enjoys going to the cinema with his wife. Donna Wray is Senior Rehabilitation Consultant (EIS). A 40 something, wife, mother and lover of iggy dogs.  Known as Mrs “EIS” by some of the rehab team. Links Connect with Paul on LinkedIn Email Paul Connect with Max on LinkedIn Visit the Canada Life Group Insurance Website Visit the Best Doctors website Visit the Red Arc website If you enjoyed – Paul Avis, Max Marchant and Donna Wray on promoting early intervention services – please leave a comment or a
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Behind the scenes of Protection Review Conference, Dinner and Awards – RogVLOG -13

Come with me to The Landmark London Hotel for a behind the scenes peek at what makes the Protection Review Conference, Dinner and Awards tick. It’s one of the biggest events in the UK Financial Services calendar. 300 people at the conference. 400 at the dinner and awards. We’ll check out how the conference works. We’ll see the rapid transformation from conference hall to gourmet dining room. Meet the Toastmaster. And watch us hand out the gongs. It’s a great insight into how a major industry event works. Find out more about Protection Review here. Book Roger to speak at your event – click here. Now it’s your turn: We’re you at the Protection Review Conference, Dinner and Awards? Did you spot yourself? Let me know what you think of the video. Leave a comment or share it on social media.
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Laura Pearman on why you need killer headshots for your business and personal brand – MAF135

This week I welcome Laura Pearman to the show. She’s a photographer who specialises in headshots. If you’re in business, have a website and use social media you should consider investing in some killer headshots to elevate your brand Welcome to episode 135 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why finding your niche is important and why Laura decided to focus on headshots Why you need killer headshots for your website and social media profiles Whilst mobile phone photos are good enough a professional shoot always takes your brand to the next level The process Laura goes through to find the real you, maybe the quirky you, to develop the best images for your personal brand Who is Laura Pearman? Laura set up Pearman Photography after travelling the world and working as an auditor in UK financial services. She focuses on headshots and has a mission to, “Improve profile headshots one undermining selfie at a time.” She genuinely believes, and can prove, that a killer headshot can grow your business and make you money. Laura ‘s links: Laura’s TOP TEN TIPS for getting your selfie hugely improved – download your FREE ebook. Visit Laura’s website Follow Laura on Instagram Follow Laura on Twitter Follow Laura on Facebook Follow Laura on Pinterest Worth Every Penny – Build a business that thrills your customers and still charge what you’re worth by Sarah Petty If you enjoyed – Laura Pearman on why you need killer headshots for your business and personal brand – 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 –
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Jon Norton on marketing lessons from building a stand-out accountancy brand – MAF134

This week my guest is Jon Norton. He runs an accountancy firm and it stands out because it doesn’t fit the stereotype. We talk about the marketing lessons any professional firm, financial services or otherwise, can learn from the experiences Jon’s had building a stand out accountancy brand. Welcome to episode 134 of the Marketing and Finance Podcast. What you’ll hear about in this episode How to make management accounting more accessible to businesses The similarities between marketing an accountancy firm and a financial adviser firm The importance of daily cash flow and how accountants can help Finding your unique tone of voice so you rise above your peers Who is Jon Norton? Jon set up Barefoot Accounting to support small businesses and organisations demystify their financials. His main focus is setting up systems and providing monthly accounting support. Barefoot Accounting is here to ensure that your accounts help you to direct your business and keep you compliant – with the added security and peace of mind that a dedicated professional is “watching your back”. From helping start-ups through to well-established corporations, Barefoot’s bespoke monthly support services bring the invaluable time and money saving benefits of accounting to the everyday running of businesses. Jon’s links: Connect with Jon on LinkedIn Follow Jon on Twitter Visit the Barefoot Accounting Website Deep Work: Rules for Focused Success in a Distracted World by Cal Newport Getting Things Done: The Art of Stress-free Productivity by David Allen If you enjoyed – Jon Norton on marketing lessons from building a stand-out accountancy brand – 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
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Jonathan David Lewis on Brand vs Wild and building resilient businesses – MAF133

This week my guest is Jonathan David Lewis. He’s the author of Brand vs Wild, a book about building resilient brands in harsh business environments. We chat about how jazz bands, not orchestras, are the right analogy for resilient businesses. Sounds intriguing, doesn’t it? And it is! Welcome to episode 133 of the Marketing and Finance Podcast. What you’ll hear about in this episode How board room members go through similar challenges and emotions as the survivors of a plane crash on a mountain side The smallest  thing can become existentially dangerous for companies Why systems design is now a key part of marketing There’s no fool proof solution to “wild” but you can increase your resilience Old concepts of success don’t work anymore – for example, flexibility is better than efficiency Why improvisation is important at the front line Who is Jonathan David Lewis? Jonathan is the author of Brand vs. Wild: Building Resilient Brands for Harsh Business Environments, a Forbes contributor and a turnaround expert at McKee Wallwork + Co., an integrated marketing firm that helps stalled, stuck and stale brands rekindle growth. A branding and business strategist, Jonathan honed his skills during the lean years of the Great Recession, helping brands navigate today’s unforgiving new business paradigms. Jonathan’s opinions are highly sought by numerous business and marketing publications, including Forbes, Digiday, and Advertising Age, where he explores the factors that lead to stalled growth and the principles proven to help companies navigate the ambiguities and dangers of the brand wilderness. Jonathan’s links: Connect with Jonathan on LinkedIn Follow Jonathan on Twitter Visit the McKee Wallwork website Brand vs Wild: Building resilient brands for harsh business environments by Jonathan David Lewis Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick Lencioni
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Gina Gardiner on motivating your team and finding excellence – MAF132

This week my guest is Gina Gardiner. After a skiing accident left her with a progressive disability she’s gone on to build top performing teams in schools and now, businesses. We talk about finding the gift in every challenge you face, motivating your team and finding excellence. Welcome to episode 132 of the Marketing and Finance Podcast. What you’ll hear about in this episode Finding the gift in every challenge you face Looking for the catalyst for change Letting the team take responsibility for their own emotional and physical state How to model by example, set clear, explicit, shared and expectations Finding what better looks like and achieving the excellence missing in most organisations Who is Gina Gardiner? As an inspirational speaker, corporate business coach and executive life coach, Gina works with emergent, middle and senior managers, and their teams, to help people fulfil their personal and professional potential. Whether it’s helping to develop confidence, leadership, or empowering individuals to see themselves as the solution, Gina’s 30 years of experience in the development of leadership has shown her that with the right perspective on life, there are ways and means of achieving your goals. Gina’s Contact links: Follow Gina on Twitter Connect with Gina on LinkedIn Visit Genuinely You Visit Gina’s website – Gina Gardiner Associates Free 7 part video programme. 7 Principles For Living A Happy and Successful Life Chariots on Fire: Creating your positive advantage by Gina Gardiner If you enjoyed – Gina Gardiner on motivating your team and finding excellence – 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.
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Speaking at CMALive17 the best marketing conference in the world – RogVLOG – 12

I thought the Content Marketing Academy Conference in 2016 was the best marketing conference I’d been to in a career spanning 25 years. But CMALive17 topped it. And this year I was delighted founder, Chris Marr asked me to speak at the event. What an honour. Join me in Edinburgh, at the incredible Hub venue. Soak in the atmosphere. Check out the superb line-up of speakers from around the world. Here’s a list of the speakers. You’ll recognise a few who’ve been guests on the Marketing and Finance Podcast. Chris Ducker Col Gray and Ross Coverdale Yva Yorston Stefan Thomas Sharon Menzies Doug Kessler Cara MacKay Erika Napoletano Mark Schaefer Pam Laird Janet Murray Karen Reyburn George B Thomas Danielle Sheridan Marcus Sheridan At CMALive they make the guests feel as important as the speakers and you can learn just as much in the networking breaks and the socials by talking to your peers. Now it’s your turn: I loved being a guest and speaking at CMALive. Were you at there? Let me know what you thought. Are you going again in 2018?
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Why it’s no surprise 4 UK airports are among the 10 worst in the world

Hold on a second this can’t be true, can it? Edinburgh, Manchester, London Gatwick and London Stansted are among the 10 worst airports in the world according to a survey by AirHelp. Surely they can’t be serious! But they are being serious (and stop calling them Shirley!) Sorry for the blatant quote from Airplane the Movie there, but I’m trying to make myself laugh. When I think about UK airports I can’t help myself from getting cross. Logic suggests there must be grimmer airports than EDI, MAN, LGW and STN out there. Worse than Saint Vincent? I remember queuing up at immigration for 90 minutes in a grey building with no air conditioning in Saint Vincent. Not fun. Palma’s football pitch sized check in hall is enough to convince you never to fly with checked bags again. And the scary threat of being manhandled into a back room and probed by security men in latex gloves means you walk through US terminals trying to avoid eye contact with anyone in a uniform. Yet here are 4 supposed world class UK airports languishing in the bottom ten. Actually, I’m not surprised. They deserve their place on this list of shame. Most UK airports aren’t designed with amazing customer experience in mind. They’re designed to part passengers from their cash at every opportunity. They are sprawling, maze-like shopping malls with a few gates added onto the sides for planes to park at. If you dare to drop someone off at a UK airport in a car, you’ll have to cough up some cash for being so downright inconsiderate. The airport will bleat on about their environmental responsibilities to justify the charge. Encouraging people to take public transport aren’t they? No, it’s just blatant profiteering. You can’t play the green card when there’s a
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David Ferguson on keeping a start-up culture as your company grows larger – MAF131

This week my guest is David Ferguson from Nucleus. I interviewed David as part of my preparation for my recent speech at Content Marketing Academy Live 2017. The talk was about keeping marketing simple as you grow from start-up to big company. Nucleus has done this and David gave me some great tips which I weaved into my presentation. Listen to all of David’s ideas in this great chat. Welcome to episode 131 of the Marketing and Finance Podcast. What you’ll hear about in this episode How to “Think big. Act small. Be humble.” Keeping your marketing simple no matter how large your company grows How to avoid compliance complexity in regulated industries Putting together sensible social media practices Using content and live events to engage with your customers 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. In 2016 the Scottish Government appointed David as one of their FinTech envoys for Scotland. 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. David’s Contact links: Follow David on Twitter Connect with David on LinkedIn Visit the Nucleus Financial Website Check out all the great content and find out about the Illuminate Roadshows Setting the Table: The transforming power of hospitality in business by Danny Meyer If you enjoyed – David Ferguson on keeping a start-up culture as your company grows larger – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with
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