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.

helping professionals stand out

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

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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.

Jason Hulott on referrals for financial professionals - MAF137

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

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.

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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.

Paul Avis, Max Marchant and Donna Wray on promoting early intervention services - MAF136

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

If you enjoyed – Paul Avis, Max Marchant and Donna Wray on promoting early intervention 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.
Subscribe on iTunes     Subscribe by RSS Feed

If you like the Podcast please click

Sign up for Marketing and Finance bulletins and get your free Business Writing Tips eBook right here!