Belgrade Keynote Speech and exploring the City and the Fortress – RogVLOG27

I recently had the honour of being the opening keynote speaker at the Content Experience Conference in Belgrade, Serbia.

You can watch highlights of this great quirky and uplifting conference in this episode of RogVLOG.

But there’s more. I arrived in Serbia a couple of days before the event. You know what I’m like with travel! It gave me the opportunity to explore this gorgeous city, take in the sights and sample the food and drink.

So come with me on a trip to Belgrade.

We’ll check out the fountains in the City Square. Visit the Moscow Hotel. Explore the giant fortress in Kalemegdan Park which sits on the confluence of the River Sava and Danube, and check out the waterside entertainment.

For the Content Experience Conference join me at Share Square, meet the team from Represent, the speakers and the guests. Watch snippets of my Belgrade keynote speech.

You’ll also see my old friends Lazar Dzamic and Elise Quevedo on the speaker list. Lazar was talking about his new book, “The Definitive Guide to Strategic Content Marketing”.

I had a ball in Serbia.

Thanks to Represent for inviting me over.

Now it’s your turn:

Did you enjoy this video? Please subscribe to my YouTube Channel right here.

Visit the Content Experience Website.

Belgrade Keynote Speech and exploring the City and the Fortress - RogVLOG27

Phil Bray on helping financial advisers do marketing and building his own agency – MAF173

My guest on the show this week is Phil Bray, on time financial adviser who launched a marketing agency for financial advisers

We talk about the lessons he learned from building the Yardstick Agency and the importance of putting together a marketing strategy before diving into communications, something I’ve been banging a drum about for years.

Welcome to episode 173 of the Marketing and Finance Podcast.

Phil Bray on helping financial advisers do marketing and building his own agency - MAF173

What you’ll hear about in this episode

  • Why Phil set up his marketing agency to support financial advisers
  • How he helps his clients find their target market
  • How he built the Yardstick Agency
  • The mistakes and challenges he faced in business
  • The process he takes new clients through
  • How Phil promotes the Yardstick agency

Who is Phil Bray?

Phil started as a financial adviser in 1995. He spent four years as a tied agent, before becoming an IFA (independent financial adviser) in 1999, which he did for 10 years. He sold his business in 2009 when he started to feel disillusioned with the red tape and compliance requirements of being a financial adviser.

Looking for a new challenge after serving his time as an IFA, Phil worked as Head of Marketing for two different businesses. He now runs The Yardstick Agency, which provides marketing advice and support to financial services companies.

Summary of our chat

Phil explained that he knew many advisers and planners weren’t good at marketing their business. But he also knew that financial planning can be of huge benefit for the people who receive it. He wanted to get this across to the general public and help financial advisers and planners market their business at the same time.

Phil believes that you can’t start marketing your business until you know who your target market is. You need to know everything you possibly can about your niche or market. It’s tempting for advisers to say anyone is their customer, but Yardstick work to help their clients to identify their audience and their needs.

The first decision Phil made for Yardstick was to specialise in financial services. He had three goals: to help advisers with their marketing, improve awareness of the value of advice and create opportunities in Nottingham. He sought advice from trusted people and spent a lot of time on building the website.

Phil said his biggest challenge with setting up his business was to find the right people for each role, rather than relying on freelancers. He made mistakes, such as trying to please everyone all the time. He said that pricing and understanding the value of his offering was vital.

Phil says it’s important for Yardstick to have synergy with the way financial advisers work with their clients. So they help them to create a marketing strategy, put it in place for them or support internal implementation and provide ongoing support. They also work on specific projects such as branding or web design.

Phil says he’s a big believer in content and inbound marketing and works to demonstrate expertise, give value and help people wherever possible. They update the website regularly. There’s a weekly blog, Phil is active on Twitter and as a podcast guest. He uses the same tactics for his clients.

The big take away from our chat

Phil found it hard to choose just one tip! Firstly, you need to enjoy what you do, because if you don’t, then you need to change things. Secondly, have a belief that what you’re doing is making a difference to your clients – for Yardstick, they help their customers to build more successful businesses.

A marketing campaign or product that grabbed Phil’s attention

Phil says that he feels the financial services profession is now more willing to share and give back than at any other point in the last two decades. For example, the Humans Under Management event organised by Andy Hart, Back2Y from Paul Armson, Science of Retirement from Abraham Okusanya and the work being done by NextGen.

The organisers could focus more on their day job, but they’ve hosted events to share good ideas among their peers, and it’s fantastic to see. It’s also happening in the B2C space, and it helps people understand more about all aspects of finance.

Phil’s book recommendation

Phil recommends How to Win Friends and Influence People, by Dale Carnegie. Even though it was written 80 years ago, it’s still as relevant today in the world of digital media, because it’s about the fundamental basics of how to interact with people.

Phil enjoyed Black Box Thinking by Matthew Syed, saying that he’s read it a few times, as well as having the audio version in the car, and also How to Get Rich, by Felix Dennis. The title isn’t reflective of the book itself, which is a series of short articles and anecdotes.

Links and contact details

If you enjoyed – Phil Bray on helping financial advisers do marketing and building his own agency – 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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Adam Piplica The Singing Paraplanner on blogging, simple finance, and running live events – MAF169


On the show this week is my guest Adam Piplica, intriguingly known as, the Singing Paraplanner.

We talk about how Adam set up The Magical Penny blog, how he’s training to be an financial adviser and the Money Life Live event he hosted which aims to keep finance simple.

Welcome to episode 169  of the Marketing and Finance Podcast.

Adam Piplica The Singing Paraplanner on blogging, simple finance, and running live events - MAF169

What you’ll hear about in this episode

  • Why jargon confuses potential customers
  • Why Adam set up his blog, The Magical Penny
  • Adam’s transition from blogger to financial planner
  • How Adam became “The Singing Paraplanner”
  • Why he hosted his own live financial services event
  • Whether Adam would run another conference and what he would change

Who is Adam Piplica?

Adam started his blog, The Magical Penny, not long after he left university, following his decision to learn about finance and the stock markets, something he knew nothing about.

He found that most of the online information was targeted to the US market, which often didn’t apply to the UK. He started carrying out his own research so he could make some investments.

After successfully investing during the recession, the blog was a way to talk about his own experiences and encourage others to invest too, in a simple way. This led to him writing for MSN Money and other online publications.

Summary of our chat

Adam found that the financial services industry uses a lot of acronyms. This is confusing for a beginner. He also found many of the terms online related to the American market, such as index funds, which are known as ‘trackers’ in the UK. He decided his blog would help to clear up some of the confusion.

He set up The Magical Penny blog to share what he’d learned about investing and to encourage others to take an interest in finances too. The blog started making money within three months, when people asked to submit guest posts, links and articles.

Adam found that his readers were asking him questions about investing that he didn’t feel able to answer. He met bloggers doing what he did who were also qualified and therefore able to give their readers the help they needed, so he decided to train to become a financial planner.

Adam describes himself as the “Singing Para-planner”. A paraplanner is someone who helps financial advisers do their job. He’s also a semi-professional singer, taking singing jobs to bring in some money while he transitioned between careers. He still sings part-time, as a soloist and in choirs.

Money Life Live, his event, came to Adam in a dream. He designed it as a live event for people who weren’t financial experts to learn more about investments. Having got so much from conferences, Adam wanted to use his event to inspire attendees to find out more.

Adam’s event inspired people to take action with their finances and think more about investing. Although it was a lot of work, it was a huge success, and he would like to run another event in the future. It was a valuable learning experience, and it’s good to follow through on ideas.

One Thing Adam Would Like Listeners to Take Away

Believe in yourself! Adam decided to become a financial adviser with no experience apart from DIY investing, but believed he could make it happen. It’s been a journey, but try to make a bit of progress each day. Don’t give up and not stay motivated.

A marketing campaign or product that grabbed Adam’s attention

Adam loves a mobile phone app called Money Box. It gamifies putting money into an ISA. It sends you notifications to prompt you to spontaneously put some money in – people buy things on a whim all the time, so why not save in the same way?

www.moneyboxapp.com

Adam’s book recommendation

Adam likes Carl Richards, particularly The Behaviour Gap. He’s interested in how humans think and why we do things, and what influences how we behave. Carl Richards captures that, and helps you realise you’re not as in control as you think, so you need to work to beat that.

Links and contact details

If you enjoyed – Adam Piplica: The Singing Paraplanner on blogging, simple finance, and running live events – 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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