Roger

All articles by Roger

 

Andrew Wibberley on going back to big corporate and lessons from self-employment – MAF171

My guest on the show this week is Andrew Wibberley, back on the Marketing and Finance Podcast for the second time. Like me, Andrew decided to leave big corporate and set up his own business. After several successful years he’s decided to accept a role which takes him back into a corporate environment. We reflect upon the lessons Andrew learned from launching his own business, and how he can take those lessons into his new job. Welcome to episode 171 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why Andrew set up his own business The ups and downs of self-employment The importance of learning from mistakes The marketing challenges Andrew faced How being self-employed allows you to stretch yourself Taking self-employment lessons back into big corporate Who is Andrew Wibberley? Andrew’s background is in life assurance underwriting, starting when he was 21. He’s worked for several reinsurers. He set up his own company three years ago. He’s is about to go back into “big corporate’” Andrew says we found self-employment challenging because of the blurring between his personal and his professional lives. He enjoyed being able to spend more time with his children. He’s keen to make protection insurance easy and simple, and to make underwriting fairer and more accessible for people who have interesting lives. Summary of our chat Andrew was Head of Underwriting at his former job, with a big team to manage. But he found it hard to get things done quickly in a large company. He also wasn’t keen to change roles, which employees in his company had to do every few years. So took a leap into the unknown to try something new and started his own business. When he became self-employed, Andrew found he enjoyed some aspects and
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How to decide if social media is essential to your marketing – MAF170

 Do you really need to use social media as part of your marketing? Is social media essential? This week it’s just me and the mic. Welcome to episode 170 of the Marketing and Finance Podcast. What you’ll hear about in this episode What we can learn from Wetherspoons pulling out of social media Why you should have a strategy in place before you dive into the tactics of social media How to put together a simple marketing strategy How to avoid the compliance pitfalls of social media in a regulated industry If you enjoyed – How to decide if social media is essential to your 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 Tips eBook right here!
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Adam Piplica The Singing Paraplanner on blogging, simple finance, and running live events – MAF169

On the show this week is my guest Adam Piplica, intriguingly known as, the Singing Paraplanner. We talk about how Adam set up The Magical Penny blog, how he’s training to be an financial adviser and the Money Life Live event he hosted which aims to keep finance simple. Welcome to episode 169  of the Marketing and Finance Podcast. What you’ll hear about in this episode Why jargon confuses potential customers Why Adam set up his blog, The Magical Penny Adam’s transition from blogger to financial planner How Adam became “The Singing Paraplanner” Why he hosted his own live financial services event Whether Adam would run another conference and what he would change Who is Adam Piplica? Adam started his blog, The Magical Penny, not long after he left university, following his decision to learn about finance and the stock markets, something he knew nothing about. He found that most of the online information was targeted to the US market, which often didn’t apply to the UK. He started carrying out his own research so he could make some investments. After successfully investing during the recession, the blog was a way to talk about his own experiences and encourage others to invest too, in a simple way. This led to him writing for MSN Money and other online publications. Summary of our chat Adam found that the financial services industry uses a lot of acronyms. This is confusing for a beginner. He also found many of the terms online related to the American market, such as index funds, which are known as ‘trackers’ in the UK. He decided his blog would help to clear up some of the confusion. He set up The Magical Penny blog to share what he’d learned about investing and to encourage others to take an
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Lars Kroijer on the truth about hedge funds, demystifying investments and why you can’t beat the markets – MAF168

On the show this week is my guest Lars Kroijer, an author and former hedge fund manager. We look at the truth about hedge funds, the content Lars creates to help demystify investments, and why it’s wrong to believe you can beat the markets. Welcome to episode 168  of the Marketing and Finance Podcast. What you’ll hear about in this episode Why there’s a misperception about hedge funds How Lars’ second book came about Why Lars recommends index tracker investing Why investing needs to be viewed as a long game Why most people can’t beat the markets What readers have learned from Lars’ book Who is Lars Kroijer? Lars is Danish. He’s been in England since 1999, and spent a decade in US before that. He worked as an investment banker and hedge fund manager, setting up his own fund in 2002 and selling it in early 2008. He still sits on the boards of multiple funds. His wrote his book to show the real version of the world of hedge funds and investment banking. Most of the other books, the media and popular culture portray hedge fund people earning and losing billions or buying Ferraris. After its success, he wrote another book, which led on to a series of videos on demystifying investments. Summary of our chat Lars says that TV shows such as “Billions” gives people the wrong impression of hedge funds. That the manager is a criminal, but because he’s rich and charming he gets away with it. It reinforces media stereotypes. So Lars wrote the book to show the reality of smart, hardworking, ethical people in finance. Having experienced both sides of investing, Lars decided to write about how the average person has a minuscule chance of beating the markets. He believes many advisers or financial
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Don’t Fear Social Media in your Marketing

Some companies, particularly in regulated industries like financial services, still fear using social media in their marketing. Or using social media at all. I recorded a podcast about this over two years ago but I still get the same questions asked of me by clients today. In this short video I look at why some companies have a problem. And I have one big tip and a giant cup of coffee to tell them it’s time to stop being afraid. It’s all to do with how they perceive social media platforms. If they see them simply as another promotional channel then they’ll naturally treat each Tweet and each post as a promotion or advert. That means full compliance with the regulations. They don’t want to risk breaking the rules so they shy away from social media. But if you use social media for what it is, a social interaction. A two way conversation. An engagement. Then the regulation problems go away. Don’t promote stuff. Just have a conversation. My top tip is this. “Don’t push product. Just point to great content”. If you do that, you’ve no reason to fear social media. Did you enjoy this video? Please subscribe to my YouTube Channel right here. If you enjoyed this episode of Marketing and Finance TV – Don’t Fear Social Media in your Marketing: Even if you’re in financial services – please share it with your friends and colleagues. You can use the social media share buttons just below.
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Russ Roberts on how economics can help marketing and modern life lessons from historical economists – MAF167

On the show this week is my guest Russ Roberts, an economist, author and rapper. We talk about how economic theory can help marketers simplify messages for their customers, writing fiction to teach economic theory and the modern life lessons we can learn from Adam Smith . Welcome to episode 167  of the Marketing and Finance Podcast. What you’ll hear about in this episode How Russ became interested in economics Why making assumptions can help marketers make things simpler How economics influences the marketing process What inspired Russ’s novels – fiction that teaches economic theory What Adam Smith can teach us about living in the world today Why empathy is important to humanity Who is Russ Roberts? Russ trained as an economist at University of Chicago. He’s always had an interest in non-economic stuff, which has led his career down varied paths. He’s created rap videos, an animated poem and written three novels that teach economics through fiction and dialogue. Russ became a podcaster in 2006.  He says this is the most interesting thing he does with his time. He’s now a Fellow at Stanford University’s Hoover Institution and has just written a book, “How Adam Smith can Change Your Life.” He tries to make economics interesting and accessible to a non-academic audience. Summary of our chat Russ found he was good at economics. As he studied it became fascinated with its puzzle-like nature and the way pieces fit together. He says that when it’s properly taught, economics is less about mathematics and more about philosophy, psychology and human nature. The dryer side is less interesting and effective, even though it’s what serious economists do. People make fun of economists because they make a lot of assumptions. But assumptions help us to understand the complex world and grapple with the
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Robin Powell on evidence-based investing and content marketing in financial services – MAF166

My guest this week is Robin Powell, a journalist and content marketer. We talk about how he set up an agency to help financial services professionals with their content marketing, and how he became interested in evidence-based investing, the approach often forgotten in the debate between active and passive investing. Welcome to episode 166 of the Marketing and Finance Podcast. What you’ll hear about in this episode How content marketing can help those working in financial services The process Robin uses to create a content strategy for clients Which people inspire Robin Why Robin thinks video is the king of content How Robin got into evidence-based investing How evidence-based investing works Evidence-based investing versus active investing and passive investing Who is Robin Powell? Robin’s background is journalism. He worked mostly in broadcast TV on news and current affairs, producing award-winning documentaries. He also worked on politics shows for BBC and Sky. Feeling the industry was ageist, he left to set up a consultancy and stumbled across financial advice by chance when working with his first client, a wealth management company. Although Robin’s content marketing consultancy doesn’t exclusively produce finance content, it is their area of expertise. His interest in content marketing came from following emerging trends in the TV industry, and becoming fascinated and energised by the disruptions that technology brought. Summary of our chat Robin believes content marketing is the only form of marketing that still works. But it can take time. However, Robin says it’s key because it’s your message, values and philosophy and what sets your business apart. Nobody else will tell your story.  You need content to share your message. Content marketing lets financial services professionals to show their expertise. To create a content strategy, Robin helps financial professional clients find ways to stand out. This
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Alex Cameron on the 3 key themes from Social Media Marketing World 2018 – MAF165

In this episode, Alex Cameron returns to the show. Alex is my honorary US correspondent providing us with insights and ideas from marketing and social media across the pond. Just back from attending the massive Social Media Marketing World Conference in San Diego, Alex shares with us the 3 key themes from the many keynotes and workshops. Welcome to episode 165 of the Marketing and Finance Podcast. What you’ll hear about in this episode How the recent changes to Twitter, which forbid duplicate content, will affect your marketing Feedback on the Social Media Marketing World conference overall Facing the big blue elephant in the room – Facebook Are chat bots the future of customer conversations or do people still prefer real humans? How and when to use influencers in your marketing What we talked about Alex talks about what she’s been up to in the last year. Launching a new coaching business as well as writing and launching a couple of business books. Since the Social Media Marketing World conference, Twitter have changed their rules to forbid duplicate content. Alex’s response to this is, “Thank you!” Sometimes marketers ruin things. Twitter is social media not selling media and the new rules should stop the excessive broadcasting and return the platform to being a two way conversation. Facebook introduced a change to their algorithm back in January 2018 to pull back on the amount of business content people see in their feeds. Alex talks about Social Media Marketing World’s CEO, Mike Stelzner’s keynote where he says we must focus on live video, episodic content and deeper and longer conversations to get reach. Many companies are using chat-bots to talk to customers. But will this be a rerun of some of the customer service disasters we experienced when companies took their call
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Marketing isn’t just about communications, advertising or promotion.

Marketing isn’t just about communications, advertising or promotion. When you hear people talking about marketing, often what they are talking about is marketing communications. Even world-famous marketing experts and conference speakers often just focus on marketing communications. As a result many people think that marketing is just about the communications. Advertising. Promotions. Social Media. Content. But marketing is so much more than just the communications. It starts with the customer. Identifying who the customer is. Working out what their problem or need is. Building a product or a service (let’s call it an offer) to meet that need. Having a goal and a budget. Once you’ve done that you have a strategy. Only when you have a strategy should you dive into the tactics of communications. Going straight for the tactics without the strategy often leads to failure. In this short video we set the record straight. Marketing is so much more than communications. Did you enjoy this video? Please subscribe to my YouTube Channel right here. If you enjoyed this episode of Marketing and Finance TV – Marketing isn’t just about communications, advertising or promotion – please share it with your friends and colleagues. You can use the social media share buttons just below.
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Dan Abrahams on building FinTech company CurrencyTransfer in Israel start-up hub – MAF164

My guest this week is Dan Abrahams, co-founder of CurrencyTransfer. We talk about how he decided to move to Israel to take advantage of Tel Aviv’s  start-up culture, how he built CurrencyTransfer, and the marketing lessons he learned along the way. Welcome to episode 164 of the Marketing and Finance Podcast. What you’ll hear about in this episode Why Dan’s business operates from Tel Aviv Why being in Israel has helped rapid growth for CurrencyTransfer Where the idea for CurrencyTransfer came from How Dan’s found his target market Developing the business – mistakes made and lessons learned How Dan brought CurrencyTransfer to market Who is Dan Abrahams? Dan is the CEO of CurrencyTransfer.com. Brought up in London, he studied for a degree in International Business, which included a year in Australia. He met his business co-founder just after graduating. They realised that foreign exchange is one of the last financial services sectors where the end customer doesn’t know the rules (for example all the fees and commissions),  and decided to do something about that. The business now has offices in London and Tel Aviv, and Dan moved to Israel a few years ago to take full advantage of the start-up environment out there. Summary of our chat Dan and his founders started looking at distributed teams and working in another country when they were trying to grow their company. They decided to spend three months in Tel Aviv. Israel has a high number of start-ups and a supportive ecosystem for new businesses, with angel investment and local talent available. In Israel, there’s an emphasis on speed, momentum and rapid iteration when building a tech product. There’s a focus on constantly making the business better. Dan felt these were good values for building a global company, and not something he experienced in
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Honesty in marketing and PR: Talking about the negatives as well as the positives

Should marketing and PR talk about the negatives as well as the positives in a new product launch? Let’s talk about honesty in marketing and PR. Countless press releases promoting new products and services hit in boxes everyday. And not just about brand new propositions, even minor improvements get promoted. It’s all part of marketing communications. Letting your customer know about the features, and more importantly the benefits, to them, of the new stuff. Companies want to shout out loud about the launch because they’ve invested heavily in its development. They want to attract more customers. They want to guarantee a rapid return on their investment. But what if there are also negatives about the new offer? Should marketing and PR be honest about any negatives? Or is it okay to hide them away. Or not even mention them? Is honesty the best policy? I came across a press release from British Airways highlighting their refurbishment project for their Boeing 777 fleet at London Gatwick airport. These long haul work horse aircraft serve the leisure routes to the Caribbean, Florida and South America. The positives PLUS-SIZED MAKE OVER FOR WORLD TRAVELLER AND WORLD TRAVELLER PLUS The headline of the press release screams about the improvements to the customer experience. In shouty capitals no less. For those not familiar with British Airways brand hierarchy, World Traveller is the airline’s long haul economy brand, and World Traveller Plus is the premium economy cabin. So we’re looking at improvements to the cabins most people fly in as they jet off on holiday with BA from Gatwick. Next the press release unpacks the good news. The new World Traveller Plus and World Traveller cabins….have been fitted with elegant new seats with 50 per cent larger entertainment screens… Sounds good. Great attention to detail has also
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Writing the definitive guide to keeping marketing simple – MAF163

In this week’s show, it’s just me and the mic. I’m going to talk about how you can help me with a writing project which, as you would expect, is all about keeping marketing simple. Welcome to episode 163 of the Marketing and Finance Podcast. What you’ll hear about in this episode A little interlude about my visit to the Glasgow Police Dogs Training Centre A project to write a book about keeping marketing simple Including a simple strategy and keeping it simple as your business grows and becomes successful How you can help with your own thoughts on marketing How your business could become a case study in the book Links: Find out more about Police Dogs and the K9 Memorial at their Twitter account Get in touch about your thoughts on marketing or to discuss a case study. If you enjoyed – Writing the definitive guide to keeping 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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Stuart, Mike and Suzy from Holloway Friendly on new business strategies and paying claims – MAF162

This week I talk to Stuart, Mike and Suzy from Holloway Friendly Society. We talk about the new strategy they’ve developed for the company, and how they’re making claims a  focus for their customer service. Welcome to episode 162 of the Marketing and Finance Podcast. What you’ll hear about in this episode How Holloway Friendly has succeeded as a smaller business within UK financial services Protection insurance market challenges Putting together a new strategy for business development Showing insurance claims in a positive light Why sharing true stories helps customers How Holloway deal with the claims process Who are the new team at Holloway Friendly Society? Stuart Tragheim The CEO. He’s worked in financial services for more than 30 years. Before joining Holloway, Stuart worked for large organisations in sales, marketing, distribution and technical departments Mike Taylor Chief Operating Officer. He’s worked in claims and underwriting for the past 25 years. Mike’s worked on Association of British Insurers and other technical committees and been part of underwriting groups. He enjoys innovating and modernising the customer journey Suzy Esson Head of Member Services, looking after claims, underwriting and member admin. She’s worked in claims and underwriting for 27 years. Her passion is claims, and she likes being able to make a difference to someone when they need support the most Summary of our chat Holloway don’t have the budget to compete against the bigger financial services companies. However, they’re specialists, and compete in different areas, such as point of claim. They deal with customers and their families in a more holistic way preferring not to compete on price. This is how they stand out in the marketplace. The issues facing the protection market haven’t changed for many years. More customers and advisers need to understand why they need protection. And then
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Natalie Hailey on content ideas for your ideal client, and inspiring future female entrepreneurs – MAF161

My guest this week is Natalie Hailey and she’s inspiring future female entrepreneurs from her base in Cumbria. We talk about understanding how content marketing can help your business, putting together content for your ideal customer, and how she became Entrepreneur in Residence at Lancaster University. Welcome to episode 161 of the Marketing and Finance Podcast. What you’ll hear about in this episode How to come up with content ideas for your business The problems businesses have understanding content marketing Why knowing your target customer is crucial Why consistency is key to long term success Why Natalie’s passionate about supporting female entrepreneurs Becoming Entrepreneur in Residence at Lancaster University Who is Natalie Hailey? Natalie worked as an estate agent for 10 years. She fell into it by accident following her A-levels. After she had children, Natalie decided she wanted to work flexibly. Once finished taking an Open University degree in English Literature, she began courses in proofreading and copy editing. She found she was regularly asked to proofread website content, often for publishers. This led to being asked to write the content. She realised that small businesses had a need to be supported in content creation. She now delivers in-house training and workshops on the topic. And she creates the content. Summary of our chat Natalie has put together content for a range of local businesses, from cosmetics to fuel companies. It might be hard to have ideas if your business isn’t exciting. But Natalie says when you’re addressing people’s problems and questions, you can produce lots of content. Any industry can benefit from helping people find answers. Many businesses are uncertain about content marketing and don’t really know why or how blogs, videos or podcasts can help them. They go through the motions but don’t believe it will help.
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Chris Ducker on “Rise of The Youpreneur” and building your personal brand – MAF160

Returning to the show this week for his second appearance is serial entrepreneur and author, Chris Ducker. He’s just published his new book, The Rise of the Youpreneur. I’m delighted Chris included my business as a case study in his book. We chat about how he built the Youprenuer community, planned the book and the writing process. Welcome to episode 160 of the Marketing and Finance Podcast. What you’ll hear about in this episode What a Youpreneur is Steps to take to make your business future-proof Where the idea for the book came from The story of how Chris built the Youpreneur community and what it does How Chris structured the book The writing process explained Who is Chris Ducker? Born and raised in London, Chris’s career started in publishing and events planning. He moved to the Philippines, worked as a consultant for a few years, before setting up a recruitment hub and a co-working space. This led to the Youpreneur community, which sits alongside Chris’s personal brand. He has 460 employees and says “scotch, Star Wars and playing with his kids” are what makes him tick. He’s a serial entrepreneur, running several big businesses. He specialised in helping people find virtual assistants. This led to his first book, Virtual Freedom.  He later pivoted into the supporting Youpreneurs. Summary of our chat A Youpreneur is a made-up word. It refers to someone building their business around their experiences. What they’re all about. Who they want to serve. And what they sell. It’s perfect for consultants, coaches, authors, speakers, bloggers, podcasters and anyone else focused on building a business around themselves and their expertise. It’s about becoming a leader in your industry, but also making yourself future-proof through the ‘business of you’. You’re eliminating competition, regardless of your industry, because you’re
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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 Personal
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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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