My guest this week is John F Kennedy, an adviser from Florida.

As you can imagine, sharing a name with a famous American President makes it difficult for him to rank in search.

We chat about how he’s marketed his business, Candorpath, and some of the differences and similarities between UK and US financial services.

Welcome to episode 226 of the Marketing and Finance Podcast.

What you’ll hear about in this episode

• The difference between UK and US financial advice markets
• Subscription models and giving a lifetime of value to clients
• Using video to create a client connection even before the first meeting
• Why compliance and regulation shouldn’t be a barrier to using video marketing
• Using storytelling to engage clients

Who is John Kennedy?

As Co-Founder of Candorpath, John’s is passionate about and has a deeply-rooted desire to help others.

While pursuing his education at the University of Central Florida, he decided exactly how he was going to align his passion with his profession.

Immersing himself in the world of financial planning, John has spent over a decade motivating others toward their vision for financial success.

Links

• Connect with John on LinkedIn
• Visit the Candorpath Website
• Visit the Candorpath FB page and watch some of their videos

If you enjoyed – John Kennedy – A US Adviser’s perspective on marketing a financial services business – 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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What? You don’t have a marketing strategy? You don’t even have any goals?

Then it’s likely your marketing communications tactics won’t work.

Let’s grab a coffee and talk about it some more.

Welcome to episode 223 of the award-winning Marketing and Finance podcast.

What you’ll hear about in this episode

• What happened at the AllWeb Albania Digital Marketing Conference
• Why we’ve become obsessed with marketing communications tactics and neglect the strategy
• 3 simple steps to putting together a marketing strategy (call it a plan if you don’t like the “S” word)
• An exciting alternative to SMART goals

Links

• Follow Roger on Twitter
• Connect with Roger on LinkedIn
• Book Roger to speak at your event
• Subscribe to this podcast on iTunes

If you enjoyed – Why it’s daft to put marketing tactics before strategy – 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.

     

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