Dylis Guyan on how to prospect for new clients – MAF103

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In this show, I talk to Dylis Guyan.

How to prospect for new clients and how to be consistent about it.

Welcome to episode 103 of the Marketing and Finance Podcast.

Dylis Guyan on how to prospect for new clients

What you’ll hear about in this episode

  • How Dylis used prospecting to motivate her high performing teams
  • Using “The Trust Equation” to measure your client relationships
  • Why classic marketing technique: Attention Interest Desire Action (AIDA) still works.

Who is Dylis Guyan?

Dylis is an International Sales and Marketing Leader, Coach and Speaker, with a proven track record of increasing sales revenue anywhere from 20% – 400%.

She works with professional B2B business owners and professional B2B salespeople who struggle to attract ideal prospective clients and convert them into high paying clients who will give repeat and referral business.

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Lesley James on Simplified Money: Financial advice for all, not just the wealthy – MAF102

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In this episode, I talk to Lesley James about Simplified Money.

A new business model built on the idea of financial advice for all, not just the wealthy.

Welcome to episode 102 of the Marketing and Finance Podcast.

Lesley James on Simplified Money: Financial advice for all, not just the wealthy - MAF102

What you’ll hear about in this episode

  • How Lesley and her team built a new kind of financial advice business
  • The challenges they faced getting the business off the ground
  • How they are marketing Simplified Money and their successes to date

Who is Lesley James?

Lesley is a Director and Lead Financial Adviser at Simplified Money.

Simplified Money offers a range of clear, easy to access wealth checks and strategies to help people make the most of their money. All for less than £300.

She believes intelligent, clear financial advice should be a service available to all, not just the very wealthy. She built Simplified Money to bring such help within the reach of everyone else.

Links:

If you enjoyed – Lesley James on Simplified Money: Financial advice for all, not just the wealthy – 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.

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Andy Hart on Voyant and mastering financial planning software – MAF101

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

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

Welcome to episode 101 of the Marketing and Finance Podcast.

Andy Hart on Voyant and mastering financial planning software

What you’ll hear about in this episode

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

Who is Andy Hart?

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

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

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

Links:

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

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

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

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