Building Octo Members – a content based community with Lee Robertson – MAF269

This week let’s talk about Octo Members, an app based content community for financial services professionals.

My guest is one of the founders of Octo Members, Lee Robertson.

And this is episode 269 of the Marketing and Finance Podcast.

Building Octo Members - a content based community with Lee Robertson - MAF269

What you’ll hear about in this episode:

  • Lee’s history as an wealth manager and financial adviser
  • The spark behind the developmentof Octo Members
  • Why Octo Members is an app based community
  • How Lee and the team put together content for Octo
  • How the community has embraced virtual events during the pandemic

Who is Lee Robertson?

Lee is a multi award-winning wealth manager and self-confessed Scottish Presbyterian workaholic.

He was previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures.

A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo.

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Touching the Money Nerve with Bob Wheeler – MAF263

This week let’s talk about touching the Money Nerve. How emotions underpin our relationship with money.

My guest is Bob Wheeler.

And this is episode 263 of the Marketing and Finance Podcast.

Touching the Money Nerve with Bob Wheeler – MAF263

What you’ll hear about in this episode:

  • Emotions and how they underpin our relationship with money
  • Is financial advice becoming more like financial coaching?
  • Why are certain feelings about money engrained within us since childhood?
  • The family financial meeting – including children in the conversation
  • Why layman’s terms are important
  • Lessons from stand up comedy routines
  • How to make your content stand out and share your message
  • Happier and healthier relationships with money

Who is Bob Wheeler?

Bob Wheeler offers a simple and effective method for creating a healthy relationship with money. A popular radio show and podcast guest, Bob also hosts a weekly podcast, Money You Should Ask.

Bob explores the emotions surrounding money management in his book, The Money Nerve: Navigating the Emotions of Money. His passion is to help others gain insight into why their emotions trigger financial decisions.

While building his accounting practice, Bob simultaneously pursued his love of satire and ventured into the realm of stand-up comedy. Blending his wittiness with 25 years of helping clients, Bob’s approach to money integrates warmth and humour.

Want to support the show? Click the link below and buy me a coffee!

Links

If you enjoyed – Touching the Money Nerve with Bob Wheeler – 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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Jim Palumbo on integrated service platforms for financial planning firms – MAF237

My guest this week is Jim Palumbo from Dynamic Advisor Solutions.

We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms.

Welcome to episode 237 of the Marketing and Finance Podcast.

Jim Palumbo on integrated service platforms for financial planning firms - MAF237

What you’ll hear about in this episode

  • The non-advice activities of running a financial planning firm
  • Freeing up advisers from the “business of business” to focus on financial advice
  • How to overcome “superman syndrome” and let go of the non-advice work
  • Swapping capability with a focus on growth
  • Spending 20% of your time of growth opportunities
  • Digital marketing techniques for financial advisers
  • The importance of a CRM system for client follow up

Access a special pack of video resources David has set up especially for MAF listeners, here.

Who is Jim Palumbo?

Jim is the Principal & Chief Development Officer at Dynamic Advisor Solutions.

He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry.

For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future.

His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible.

Links

If you enjoyed – Jim Palumbo on integrated service platforms for financial planning firms – 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.

Subscribe on iTunes     Subscribe by RSS Feed

If you like the Podcast please click

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