In this episode I talk to Rohan Sivajoti.
He runs Postcard Planning, a financial planning firm which takes a unique approach to customer engagement.
He’s also identified the needs of a niche customer group and come up with an online strategy to make financial planning work for them.
Hear how Rohan set up Postcard Planning and light bulb moment that led to him redesigning his offer to cater for partially sighted clients.
That’s all right here on Episode 53 of the Marketing Protection and Finance Podcast.
Who is Rohan Sivajoti?
Rohan is Director at Post Card Planning.
He’s a Chartered Member of the Institute of Financial Services and an enthusiastic cricketer.
- Connect with Rohan on LinkedIn: Rohan Sivajoti
- Follow Rohan on Twitter: @PostcardRohan
- Postcard Planning Website: www.postcardplanning.co.uk
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