John Bloomfield on Effective Marketing for Small Adviser Firms – MPAF19

Digital tools mean that anyone can market their business effectively whereas only a few years ago such methods were restricted to those companies with large budgets.

But with so much available is can be a daunting task coming up with a marketing strategy and then putting client communications in place.

I originally connected with today’s guest on Google+ a somewhat underrated social media platform and I was very interested in his approach. So it’s great to welcome him to the MPAF Podcast.

My Guest on Episode 19 of the Marketing Protection and Finance Podcast is John Bloomfield.

John Bloomfield is a financial adviser who’s put together a great strategy for his own business and now helps other advisers with theirs.

MPAF19 - John Bloomfield

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Who is John Bloomfield?

John runs Bloomfield Financial Ltd – a company within the Sesame Network.

John also runs a design runs a web design agency called DeeMo which started as a pet project and has developed into a company that supports other financial advisers with their online offerings.

He is best known in the adviser community for having set up Sesame Forum – an online community for advisers within that network to chat anonymously about concerns and support each other with their business.

Hear how he created a communications strategy including his website, email list, newsletter and client surveys. Listen to the challenges and successes he has experienced on his financial services marketing journey.

John’s links:

John’s Favourite BusinessBook:

Book Yourself Solid by Michael Port.

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Phil Billingham on Compliance and the Future of Financial Advice – MPAF18

Compliance.

It’s a word that fills many of us with dread.

It’s a necessary component of the Financial Services Industry. But why do we feel the need to “platinum plate” compliance so it seems to stifle creativity and hinder business development?

My guest today has made a business out of helping Financial Advisory and Planning firms cope with compliance and regulatory change. And having worked in financial services all over the world he is well placed to speculate on the future of financial advice in the UK.

My Guest on Episode 18 of the Marketing Protection and Finance Podcast is Phil Billingham.

Phil Billingham on Compliance and the Future of Financial Advice

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Who is Phil Billingham?

Phil is a specialist in assisting Financial Advisory and Planning firms survive and thrive during periods of regulatory change.

He has been an active commentator, speaker, writer, trainer and consultant in this field since 1982.

During this time he has worked with organizations and regulators in the UK, USA, Ireland, Australia and South Africa. He is both a Certified and Chartered Financial Planner.

Recently accredited, along with colleagues, for a world record for visiting 18 countries in 24 hours, he raised £13,000 for charity.

Listen to his thoughts on how to make compliance easier so that you do what you need to do in order to focus on developing your business. Hear how he thinks financial advice might develop in the UK in future.

Phil’s links:

Phil’s Favourite Books:

Go it Alone by Geoff Burch

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Rhys Williams on Using Clear Language in Financial Services – MPAF17

Complex language. Jargon. Passive sentences.

Dull impenetrable language is often the consequence of the complex propositions we develop in the financial services industry.

When we live with it day-to-day we tend to think that everyone, including our clients and customers can understand, and indeed get excited about, what we write. The reality is that they neither understand it nor get excited by it.

My guest today works for a company that dedicated to clarity of communication. They specialise in words. They think words are an untapped opportunity for businesses.

My Guest on Episode 17 of the Marketing Protection and Finance Podcast is Rhys Williams.

MPAF17 - Rhys Williams

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I’ve wanted to get Rhys on the podcast since day one because I share his passion and that of his company, Quiet Room. And that is to communicate simply – with no jargon, officious language or passive sentences.

I’ve heard Quiet Room described as word geeks – but they are a communications consultant that focuses on clarity.

Rhys is Strategy Director. A little known fact about Rhys is that he has a platinum disc from a one minute flute solo he contributed to Morrisey’s “You Are The Quarry” album.

Listen to how you can introduce clarity into your communications. When you’re good at using words, you’re not just better at winning customers or closing deals. You’re better at explaining your ideas, sharing your enthusiasm, and getting stuff done.

Rhys’s links:

Rhys’s Favourite Books:

Made to Stick by Chip and Dan Heath.

 Thinking Fast and Slow by Daniel Kahneman.

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