Rodney Hobson on finance writing, crime fiction and avoiding scams – MAF176

Rodney Hobson, finance journalist and creator of the Detective Paul Amos novels is my guest this week.

We talk about how he got into writing books on finance topics, branched out into crime fiction and has most recently been helping people avoid scams.

Welcome to episode 176 of the Marketing and Finance Podcast.

Rodney Hobson on finance writing, crime fiction and avoiding scams - MAF176

What you’ll hear about in this episode

  • Why Rodney specialised in writing about financial topics
  • The parts of financial services that interest him most
  • Why Rodney believes simplicity is important
  • Rodney’s other career as a crime fiction novelist
  • Why he decided to write a book about dealing with scams
  • The biggest financial scam people face today

Who is Rodney Hobson?

Rodney is an author, broadcaster, financial writer and journalist. He’s published several books on investment topics as well as writing a series of murder mysteries featuring Inspector Paul Amos.

He started as a journalist for his local newspaper near Manchester and moved to Fleet Street. He spent several years in Hong Kong and Singapore before returning to work for The Times and The Daily Mail.

He’s also edited Shares Magazine and two financial websites. He likes to tell people he’s at the cutting edge of the 21st century.

Rodney gives lectures on finance, including on cruise ships.

Summary of our chat

Rodney has always been interested in finance, although he nearly went into sports journalism. He wrote for the Far Eastern Economic Review (as deputy business editor) and New Paper in Singapore. He if believes  you’re a specialist, you can do a generalist job, but the same isn’t true the other way round.

Rodney says that he’s most interested in stock markets and investing, particularly the London Stock Market for beginners. Working for national newspapers, he used to get phone calls from shareholders who had no idea how to manage their shares. This inspired him to write a book on the topic.

Rodney says one of the problems that experts in any field have is getting right down to the basics, and don’t give people the information they really need. When he began giving advice, he was careful to start at the beginning and build up from the simple and essential details people wanted.

As a fan of detective stories, Rodney was keen to write one himself. A publisher who wanted a finance book approached him, but he offered them his crime fiction novel instead. He finds he constantly comes up with ideas for more stories, as well as drawing inspiration from people around him.

Rodney’s latest book is about scams. He felt he had to write it because people still fall for scams that the media have already reported on and exposed. His aim was to explain how scams work and classify the different types. He’s disappointed that his advice has mostly fallen on deaf ears.

The biggest scam people face today is fraudulent emails which encourage people to click links. They look authentic and convincing but look for spelling errors and check the sender. Contact the company it’s supposed to be from to let them know. Rodney says fake solicitor’s emails are also a problem.

A marketing campaign or product that grabbed Rodney’s attention

Rodney mentioned a campaign which he dislikes. He feels that there are a lot of adverts on television fronted by a sports broadcaster which are trying to morally blackmail people to take out financial plans in their old age so they don’t leave a burden on their loved ones.

Rodney’s book recommendation

Rodney recommends The Naked Trader by Robbie Burns, which is aimed at a more sophisticated audience of investors than the one he writes for. Rodney suggests people read it after his book to learn more.

Here’s Rodney’s Book of Scams

And this is the first of Rodney’s Paul Amos detective books

Links and contact details

If you enjoyed – Rodney Hobson on finance writing, crime fiction and avoiding scams – 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!

Finessing paradigms and other management speak claptrap – MAF175

We’re going to have to change the paradigm.

That word, paradigm, is what set me off on my career long obsession with keeping marketing simple.

In this solo episode I’m going to tell you exactly why that happened.

Welcome to episode 175 of the Marketing and Finance Podcast.

Finessing paradigms and other management speak claptrap – MAF175

 

What you’ll hear about in this episode

  • The pinstripe management consultant who kicked off my crusade for simple strategy
  • A conference speaker and his overuse of the “P” word
  • The 3 rules for simple marketing strategy
  • The 3 rules for simple marketing communications

If you enjoyed – Finessing paradigms and other management speak claptrap – 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!

Mollie Burdge on young people in financial services and her goal to be an adviser – MAF174

My guest on the show this week is Mollie Burdge. People say financial services isn’t a career young people aspire to. Mollie doesn’t agree.

We talk about how she became an apprentice at financial adviser firm Future Proof and about her experiences along the way to achieving her goal of becoming a financial adviser.

Welcome to episode 174 of the Marketing and Finance Podcast.

Mollie Burdge on young people in financial services and her goal to be an adviser - MAF174

What you’ll hear about in this episode

  • Why Mollie joined a financial services company
  • How the apprenticeship programme works
  • Why Mollie decided to become a financial adviser
  • The qualifications Mollie studied for
  • The customer case she’s most proud of working on
  • Mollie’s advice for young people considering financial services jobs

Who is Mollie Burdge?

After completing her A-levels at Reigate College, Mollie didn’t think university was for her. Instead, she went straight into Future Proof as an apprentice in customer services.

Future Proof provide advice about protection products to customers across the UK. They also operate a referral service for advisers who don’t specialise in protection. Although small, the company is growing steadily, and have won many of industry awards.

They distinguish themselves by giving customers clear advice, rather than selling them the wrong product. They want customers to be confident that they’ve chosen the best policy for them.

Summary of our chat

Mollie chose to complete an apprenticeship in customer services and was able to secure an apprenticeship at Future Proof. 18 months in the role taught her how to build customer rapport and the importance of teamwork and professionalism. While learning about the industry, she’s also grown her skills, confidence and experience.

Mollie explains that an apprenticeship is the same as a normal job, where you learn as you go. Her first task was supporting customers with policy and payment queries whilst studying as well. She had to complete 12 months of coursework, providing examples from her daily work, to gain a Level Three qualification.

Working in customer services gave Mollie a good understanding of the company’s products, although not how they applied to customers. She felt that becoming a financial adviser would offer more challenges, variety and the opportunity to progress. She particularly enjoys carrying out research to support customers with challenging medical histories to find them the best policy.

Mollie has studied for an NVQ Level 3 in customer services. For her financial adviser role, she completed the RO1 (Regulations and Ethics within the UK and European financial services market). She followed this with RO5, which focuses exclusively on protection. She will complete further training on an ongoing basis to develop her knowledge.

Mollie’s most memorable case was a lady who was struggling to find cover after cancer treatment. She found a company willing to insure the customer, but they changed their minds at the last minute. Mollie’s employer, Future Proof, helped her to challenge the unfair decision and have it overturned.

Mollie’s advice for young people considering financial services: Do your research and find a reputable firm. There’s no point in learning from a company that doesn’t do things properly and picking up bad habits. Be tenacious and open to any job which offers progression. Learn as much as you can and gain experience.

Mollie is a passionate advocate for young people in financial services.

Where Mollie will be in 5 years

She wants to gain more experience and grow in confidence. Future Proof is growing, so she hopes to be offered more opportunities. She’d also like to be recognised by her peers and clients as a trusted expert in her field. One of the most important things for the industry is to get the word out about protection insurance, so she wants to promote that.

The big take away from our chat

Never say no to the opportunity to learn and gain more experience. It doesn’t matter if it’s just attending a conference or completing extra training – it will be helpful in the long term.

A marketing campaign or product that grabbed Mollie’s attention

The company UnderwriteMe offers a brilliant platform, and they’re also working to bring companies together, which is great. It makes Mollie’s work quicker, and helps her to set clients’ expectations. It reduces the need to pre-sell underwriting as more insurance come on board.

Links and contact details

If you enjoyed – Mollie Burdge on young people in financial services and her goal to be an adviser – 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!