Boom! Demographics Are Destiny – Out Now 50% Discount

Want to watch a fascinating documentary about the financial needs of Baby Boomers?

One written, produced and directed by a Financial Adviser who’s an expert on the market?

Many of you will know Martin Bamford, managing director of Informed Choice, a firm of Chartered Financial Planners in Cranleigh, Surrey. He’s well known as an innovator within the financial services sector, as the first IFA to publish a podcast and one of the first to write a blog.

His latest project is a feature-length video documentary called “Boom- Demographics are Destiny”. It’s about Baby Boomers and their financial circumstances, what financial advice they need and what opportunities they represent to the financial adviser community.

Check out the Trailer below and if you like it use the discount codes to rent or buy at 50% off.

Boom! Demographics Are Destiny – Trailer from Martin Bamford on Vimeo.

If you want to rent or buy the documentary from Vimeo use the code ROGER1 to rent or ROGER2 to buy.

Here’s what I think of Boom!

It provides a fascinating insight into the financial needs and aspirations of baby boomers as they approach retirement. Written and filmed by financial adviser Martin Bamford the film weaves together interviews with well-known industry commentators and boomers themselves providing a compelling narrative and important insights. I feel that Martin’s understanding of the Boomer generation shines through in the script. I doubt the BBC could have outdone him.

Martin appeared recently on the Marketing Protection and Finance Podcast to talk about his inspiration for Boom! and the stories behind its production.

You can listen to the episode right here.

Martin Bamford on Baby Boomer Advice and Creating Standout Content

Now it’s Your Turn:

Remember you can get 50% off. Use ROGER1 to rent and ROGER2 to buy on Vimeo. If you enjoyed Boom! Demographics Are Destiny please share with your friends and colleagues.

Chris Hitchens on Platform People and Military Business Lessons – MPAF23

Platforms form the foundation of the financial advice process for many investors.

But like many propositions in financial services they can be complicated and need researching to decide on the best fit for each client.

My guest today started Platform People a company providing advisory, resource and due diligence services for advisers looking to compare platforms.

Listen as Chris tells a fascinating story about how he built Platform People and its employee focussed culture.  Listen how, as a former Military Helicopter Pilot,  he applied lessons from the military to his financial services business.

My Guest on Episode 23 of the Marketing Protection and Finance Podcast is Chris Hitchens.

MPAF23 - Chris Hitchens

Who is Chris Hitchens?

As CEO, Chris has built up Platform People which is an organically started and grown, debt-free multi-million pound business with 5 offices nationally.

It was the first company in the UK to be accredited with Investors in People Gold and ISO: 9001 on first attempt and we also have ISO:27001.

Chris believes the best way to look after his clients is for him to look after his people.

Before starting Platform People Chris worked in Financial Services, Software, Consulting, Engineering, M&A and Retail.

Earlier he was a Military Helicopter Pilot with the Army Air Corps for 14 years. So he has strong personal values regarding integrity, honour and delivery, no matter what the task is and is always looking for people with similar values to work with.

He owns a Harley and a bright orange chopper motorcycle.

Chris’s Contact links:

Chris’s other interesting links:

Chris’s favourite books:

Looking for trouble – General Sir Peter De La Gilliere

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Now it’s your turn:

If you enjoyed this episode – Chris Hitchens on Platform People and Military Business Lessons – 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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Michelle Hoskin on Striving for WOW and Operational Excellence – MPAF22

Striving for WOW.

Changing the world one financial adviser at a time.

This is how my guest today describes her mission to introduce operational excellence standards into adviser firms in the UK.

Michelle feels the key and magic ingredient to turning financial services into a true profession is having the ability to consistently deliver quality in everything that we do. A strong cultural approach where everyone knows the business mission, internal and external clients’ needs and how to deliver amazing service.

You might have seen Michelle speak at adviser conferences or watched her YouTube videos.

Hear her boundless enthusiasm for excellence and how achieving International Certification will reignite the WOW factor and transform your business.

Listen how you could stand out from the competition with BS 8577 and ISO 22222 the only quality standards for financial advice and financial planning.

My Guest on Episode 22 of the Marketing Protection and Finance Podcast is Michelle Hoskin.

Michelle Hoskin on Striving for WOW and Operational Excellence - MPAF22

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Who is Michelle Hoskin?

She is the founder and director of Standards International Ltd the UK’s leading and only UKAS accredited certification body specialising in training, assessment and certification to BS 8577 and ISO 22222 standard. This is the British Standard for financial planning.

She’s always believed that the only way to change the future of the financial services is to strive for continual professionalism and best practice among financial planners in the UK and overseas.

Advisers clients’ needs stay at the core of their business and that is why Standards International continue to look for new ways of adding value to their businesses to support them both now and in the future.

Michelle’s Contact links:

Michelle’s other interesting links:

Michelle’s Favourite Companies/People:

Michelle’s favourite books:

Start With Why by Simon Sinek.

 Necessary Endings by Dr Henry Cloud.

Thrive by Arianna Huffington.

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

Subscribe on iTunes

Subscribe by RSS Feed

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Now it’s your turn:

If you enjoyed this episode – Michelle Hoskin on Striving for WOW and Operational Excellence – 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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