Pete Matthew on using Audio and Video to Drive Adviser Leads – MPAF14

Traditional marketing communications is all about promotion. Promoting a product, service or person.

In the digital space however, individuals and companies now see marketing as education and themselves as teachers.

And they produce content that educates their customers and not simply sells a proposition.

One well-known UK financial adviser demonstrates the power of this approach.

His website, Meaningful Money, showcases nearly 300 videos and a weekly audio podcast that’s just hit episode 75. This audio and video content creates quality leads for is adviser firm.

My Guest on Episode 14 of the Marketing Protection and Finance Podcast is Pete Matthew.

MPAF14 - Pete Matthew

Click here to TWEET this episode.

Hear how he began thinking of himself as a teacher as well as an adviser. Hear how he developed Meaningful Money and created his audio and video content.

Listen to his tips on how to create high quality content on a modest budget, and how this can drive more leads to your business.

Who is Pete Matthew?

Pete describes himself as a very content husband and father of two wonderful children. He’s also a Chartered Financial Planner, a Certified Financial Planner (CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK.

You can tell that Pete just adores the internet and everything about it. He’s an Apple addict and gets so excited about the possibilities of Social Media and how it can change the world.

On Meaningful Money you can find many self-produced videos about all aspects of financial services and 75 episodes of The Meaningful Money Podcast.

I would describe Pete as one of the most prolific content creators in the UK financial services industry and I am really looking forward to chatting about all the great content came about.

Pete’s links:

People and resources Pete mentioned:

Pete’s Favourite Business Books:

 Crush it – Gary Vaynerchuk

 Rework – Jason Freed and David Heinemeier Hansson

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

Subscribe on iTunes

Subscribe by RSS Feed

Subscribe on Stitcher

Now it’s your turn:

If you enjoyed this episode – Pete Matthew on using Audio and Video to Drive Adviser Leads – 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.

Phil Young on Adviser Lounge and Writing Great Content – MPAF13

Creating written content for Trade or National Media, or for specialist websites is a great way to increase your profile and promote your expertise.

And it’s not the compliance minefield that many fear it is.

Adviser Lounge provides a creative, supportive and motivational environment to hone your content creation skills and provides a way of showcasing your work.

My Guest on Episode 13 of the Marketing Protection and Finance Podcast is Phil Young.

Phil Young on Adviser Lounge and Writing Great Content

Hear Phil talk about how Adviser Lounge came about and how it can provide a platform for advisers eager to create their own written content.

Listen to tips on how to create great written content, ensure it’s engaging and can promote your expertise and create business opportunities.

Click here to TWEET this episode.

Who is Phil Young?

Phil is Managing Director at Three Sixty – a support service company for financial advisers, looking after 750 directly authorised firms in the UK.

Phil is a painter – and is working his way through painting people in financial services – which he describes as a rogues gallery.

Phil’s Links:

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

Subscribe on iTunes

Subscribe by RSS Feed

Subscribe on Stitcher

Now it’s your turn:

If you enjoyed this episode – Phil Young on Adviser Lounge and Writing Great Content – 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.

Phil Jeynes on Partial Payments and Serious Illness Cover – MPAF12

An increasing number of partial payments are now standard features of modern critical illness products.

But Pru Protect’s Serious Illness Cover has always paid out different percentages for different levels of severity.

Some say this approach is too complicated and difficult for customers to understand.

Others insist that this is the way that critical illness cover should be done.

My Guest on Episode 12 of the Marketing Protection and Finance Podcast is Phil Jeynes.

Phil Jeynes on Partial Payments and Serious Illness Cover

Hear Phil talk about how partial payments and Serious Illness Cover developed and how it compares to traditional critical illness cover.

Hear his suggestions about how to overcome the perception that it’s too complicated, and the business opportunities it represents.

Click here to TWEET this Episode.

Who is Phil Jeynes?

Phil is Head of Account Development and PR at Pru Protect and is the public face of that company , famous in the UK for its Serious Illness Plan and Vitality – a type of critical illness product that pays out partial sums depending upon how severe the illness is.

Before that Phil was Head of New Business at Direct Life and Pensions Ltd.

In his spare time he is a keen footballer and Youth Chairman of AFC Porchester.

Phil’s Links:

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

Subscribe on iTunes

Subscribe by RSS Feed

Subscribe on Stitcher

Now it’s your turn:

If you enjoyed this episode – Phil Jeynes on Partial Payments and Serious Illness Cover – 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.