Tag Archives: business strategy

Mark Loosmore on 7 Ways to use Technology to Improve Client Engagement – MPAF78

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In this Episode I talk to Mark Loosmore of Iress about using technology to improve client engagement.

Covering client data, the connected world, social media and more, Mark’s interview is packed with tips and ideas you can follow up.

That’s all right here in Episode 78 of the Marketing Protection and Finance Podcast.

Mark Loosmore on 7 Ways to use Technology to Improve Client Engagement - MPAF78

Who is Mark Loosmore?

Mark is Executive General Manager Wealth for Iress UK.

With expertise in IT company sales strategy and eCommerce in financial services, Mark is a well known speaker in the UK on everything digital.

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Alistair Wickens on Totally Digital Businesses – MPAF73

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What is a totally digital business?

Certainly not one an “old style” one with a cool website superimposed over the front end.

In this episode I talk to Alistair Wickens who’s just transformed his company from a traditional to a totally digital business. A fascinating story, it’s both scary and packed with lessons and insights.

Listen to Alistair describe the route taken by Road to Health and what a similar journey might mean for your business.

That’s all right here in Episode 73 of the Marketing Protection and Finance Podcast.

Alistair Wickens on Totally Digital Businesses

Who is Alistair Wickens?

Alistair is Group Chief Executive of Road To Health. They developed Quealth a digital health risk assessment tool underpinned by a proprietary algorithm.

He’s recently overseen Road To Health‘s transformation from a traditional business to a totally digital one. He believes that huge opportunities await financial services companies that make the same brave leap. Procrastination is not an option.

If you enjoyed this episode – Alistair Wickens on Totally Digital Businesses – 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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Charlotte Wibberley on Superman Syndrome Virtual Assistants and Online Business Management – MPAF57

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In this episode I talk to Charlotte Wibberley about the so-called “Superman Syndrome”, Virtual Assistants and Online Business Management.

Listen to Charlotte talk about how she built her Virtual Assistance business and how she’s now expanding into Online Business Management.

Hear how you can use virtual assistants to free up your time to concentrate on what you do best. And maximise your business revenue in the process.

That’s all right here in Episode 57 of the Marketing Protection and Finance Podcast.

Charlotte Wibberley on Superman Syndrome Virtual Assistants and Online Business Management

Who is Charlotte Wibberley?

An ex-Executive Assistant, Project Manager and Events Manager for over ten years in the City of London, Charlotte is now an entrepreneur specialising in Virtual Assistance and Online Business Management.

She founded Blossom Executive Support in 2013 and has just launched the Charlotte Wibberley – You Right Hand Woman OBM service.

Her experience is with Blue Chip companies mainly in the Financial Services industry, specifically in the Protection Market whilst working at Swiss Re.

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