Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – MAF146

This week on the show my guest is Ramin Nakisa.

We chat about active versus passive investment strategies and the death of what Ramin describes as “The Alpha Cult”.

Welcome to episode 146 of the Marketing and Finance Podcast.

Ramin Nakisa on the death of the Alpha Cult: active versus passive investments - MAF146

What you’ll hear about in this episode

  • Why the belief active investments can consistently out-perform markets is known as “The Alpha Cult”
  • The difference between Alpha and Beta – active and passive
  • How the US is ahead of the UK in its attitude to these approaches
  • The role of the independent financial adviser as a teacher and financial coach
  • The investment philosophies of Jack Bogle and The Vanguard Group

Who is Ramin Nakisa?

Ramin is co-founder of Pension Craft Ltd. He specialises in investment research and strategy with a focus on producing actionable, global cross-asset allocation ideas to maximise return while managing risk. He focuses on an analytical and fundamental approach to investment.

Ramin has outstanding cross-asset knowledge, excellent presentation skills and a proven ability to present complex ideas in a simple way, exceptional writing skills honed through writing a weekly research publication and a finance book, the ability to transform a macro view into a position or trades, strong numerical analysis skills and the ability to implement those ideas in R, Excel or C++

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Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – MAF145

This week on the show my guests are Alan and Kathryn Knowles.

We talk about how they became an award winning specialist financial adviser firm by using zombies, gnomes and advent calendars to create some quirky marketing campaigns.

Welcome to episode 145 of the Marketing and Finance Podcast.

What you’ll hear about in this episode

  • How Alan and Kathryn developed a niche focusing on people who find it difficult to get protection insurance
  • Dealing with clients individually and taking referrals from other financial advisers
  • How Kathryn comes up with the ideas for marketing campaigns based on popular culture
  • Trying to make boring insurance a little more engaging and more about planning
  • Why content rather than in your face promotion leads to better engagement with customers

Who are Alan and Kathryn Knowles?

Alan and Kathryn  run Cura Financial Services Ltd which is the holding company for the Special Risks Bureau.

Based in North Yorkshire they won Best Protection Intermediary at the Money Marketing Awards in June 2017. More recently, at the Cover Magazine Awards 2017 in October, they were Highly Commended in the Best Promotion by an Intermediary category and won Best Specialist Intermediary.

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If you enjoyed – Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – 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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Three rules for simple marketing communications and renaming protection insurance – MAF129

In this show, it’s just me and the mic.

Let’s talk about three rules for keeping your marketing communications simple and whether we should find a better way to describe protection insurance.

Welcome to episode 129 of the marketing and finance podcast.

Three rules for simple marketing communications and renaming protection insurance - MAF129

As you know, as well as working as a consultant, I’m also the marketing director of the Protection Review. It’s just under two months until the Conference and Dinner on 19 July. So I’ve been inspired to record this show based on a few protection articles I’ve written recently. So, let’s talk about simple marketing communications.

What you’ll hear about in this episode

  • The three rules of simple marketing communications
    • Always talk in the language of your customer
    • Don’t use jargon, gobbledegook and management speak mumbo jumbo
    • Don’t succumb to the curse of knowledge
  • Whether “financial rescue” is a better way to describe protection

If you enjoyed – Three rules for simple marketing communications and renaming protection insurance – 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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