Let’s have a coffee and NOT talk about the C-word – MAF238

This week, let’s have a coffee and NOT talk about the C-word.

I’d like to offer you the chance to hop on a Zoom or Skype call with me to have a chat about anything. Maybe business, maybe fitness, maybe personal.

I’m not trying to capitalise on the situation we find ourselves in, but I’ve had lots of events cancelled and I’d like to use that time to help.

Welcome to episode 238 of the award-winning Marketing and Finance podcast.

Let's have a coffee and NOT talk about the C-word - MAF238

What you’ll hear about in this episode

☕️ I just going to talk about what we could talk about as we have that virtual coffee. My coaching clients say I’m a good listener and very creative.

🏡 The current crisis hasn’t made me an expert overnight in working from home, but I’ve been doing it for 7 years so I know a few tricks. We could talk about that.

🍿I never call myself a Marketing Guru – but I’ve been helping people keeping marketing simple for 25 years – I’d love to help you if I can. Maybe now is a good time to redefine who your target customer is? Or work on your offer? We could talk about that.

🧘🏻As a fitness and Yoga teacher, I love to talk about health and well being, breathing techniques and exercise. We could talk about that.

And finally.

📕 If you fancy something different to read I’d be delighted to send you the Beta Reader copy of my yet to be published Marketing Book.

Links

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Jim Palumbo on integrated service platforms for financial planning firms – MAF237

My guest this week is Jim Palumbo from Dynamic Advisor Solutions.

We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms.

Welcome to episode 237 of the Marketing and Finance Podcast.

Jim Palumbo on integrated service platforms for financial planning firms - MAF237

What you’ll hear about in this episode

  • The non-advice activities of running a financial planning firm
  • Freeing up advisers from the “business of business” to focus on financial advice
  • How to overcome “superman syndrome” and let go of the non-advice work
  • Swapping capability with a focus on growth
  • Spending 20% of your time of growth opportunities
  • Digital marketing techniques for financial advisers
  • The importance of a CRM system for client follow up

Access a special pack of video resources David has set up especially for MAF listeners, here.

Who is Jim Palumbo?

Jim is the Principal & Chief Development Officer at Dynamic Advisor Solutions.

He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry.

For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future.

His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible.

Links

If you enjoyed – Jim Palumbo on integrated service platforms for financial planning firms – 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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David Kilkelly on tips and processes for consistent video content production – MAF236

My guest this week is David Kilkelly from BlinkBack.

We talk about how to put together efficient processes for consistent video content production.

Welcome to episode 236 of the Marketing and Finance Podcast.

David Kilkelly on tips and processes for consistent video content production - MAF236

What you’ll hear about in this episode

  • Customer engagement online – which works best from text to video?
  • How video production has changed and how the cost has fallen over the last decade
  • Social media reach to existing and new audiences
  • Creating video content for different phases of the customer buying process
  • Removing the barriers that prevent consistent content creation
  • Building a system and plan for video production

Access a special pack of video resources David has set up especially for MAF listeners, here.

Who is David Kilkelly?

David is a video marketing specialist – helping businesses with creative, results-driven video content.

As the founder of BlinkBack he’s helped lots of businesses create engaging video content that is informed with a strategic marketing framework to achieve maximum effect.

He delivers a range of services from high-end campaign and website promotional content to LinkedIn video training and consultancy services.

Links

If you enjoyed – David Kilkelly on tips and processes for consistent video content production – 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

Been asked to put together a presentation? Don’t go straight to PowerPoint. Download this free eBook instead.