Building Octo Members – a content based community with Lee Robertson – MAF269

This week let’s talk about Octo Members, an app based content community for financial services professionals.

My guest is one of the founders of Octo Members, Lee Robertson.

And this is episode 269 of the Marketing and Finance Podcast.

Building Octo Members - a content based community with Lee Robertson  - MAF269

What you’ll hear about in this episode:

  • Lee’s history as an wealth manager and financial adviser
  • The spark behind the developmentof Octo Members
  • Why Octo Members is an app based community
  • How Lee and the team put together content for Octo
  • How the community has embraced virtual events during the pandemic

Who is Lee Robertson?

Lee is a multi award-winning wealth manager and self-confessed Scottish Presbyterian workaholic.

He was previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures.

A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo.

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The future of virtual and in-person events with Erica Maurer – MAF268

This week let’s talk about what will happen to virtual and in-person conferences as we emerge from the pandemic.

What are the implications for event organisers and for speakers? My guest is Erica Maurer.

And this is episode 268 of the Marketing and Finance Podcast.

The future of virtual and in-person events with Erica Maurer  - MAF268

What you’ll hear about in this episode:

  • How EMRG has hosted some of the biggest events in the US
  • What happened when the Covid-19 pandemic closed down the events industry
  • The ways EMRG evolved to virtual events to keep their customers engaged
  • Lessons for event planners and speakers on how to put on an interactive virtual event
  • How to stand out on screen as you would stand out on stage
  • The development of the Women Insider Network

Erica has put together a Free Download for listeners of the Marketing and Finance Podcast – click here to get the PDF: 5 Amazing Virtual & Hybrid Event Strategies To Increase your Business and Productivity

Who is Erica Maurer?

Erica is a partner at EMRG Media, based in New York.

They have planned and delivered upon events such as trade shows, corporate events, VIP experiences, fashion events, album release parties, festivals, and many other corporate and social functions.

Their Event Planner Expo has become the number #1 show in NYC for the events and hospitality industry with over 3500 attendees including event planners, marketers, owners, producers, creators, vendor partners and such. As a result of the pandemic, the 2021 event will be virtual but not less ambitious.

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If you enjoyed – The future of virtual and in-person events with Erica Maurer – please leave a comment or a review on iTunes.

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Are SMART goals really dumb goals? – MAF267

This week let’s talk about whether SMART goals are really dumb goals.

And whether there’s a better alternative.

It’s just me and the mic and this is episode 267 of the Marketing and Finance Podcast.

Are SMART goals really dumb goals? MAF267

What you’ll hear about in this episode:

  • Why it’s important to have goals in your marketing strategy or plan
  • The traditional SMART model of setting goals
  • Some problems with SMARTs and what’s missing
  • Using questions as an alternative to acronyms
  • The question model:
    • What’s the goal?
    • Why is it specific?
    • How is it exciting?
    • What is the plan to achieve it?
    • Who will hold us accountable?

Want to support the show? Click the link below and buy me a coffee!

Links

If you enjoyed: Are SMART goals really dumb goals? – 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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