Tag Archives: financial advice

Jon Pittham on putting personality into business brands – MAF106

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My guest on the show this week is Jon Pittham. A former financial adviser now running a marketing agency.

We talk about how to build more personality into financial planning brands.

Welcome to episode 106 of the Marketing and Finance Podcast.

Jon Pittham on putting personality into business brands - MAF106

What you’ll hear about in this episode

  • How digital has blurred the boundaries between creative, marketing and PR agencies
  • A new breed of financial planners who are looking to use digital as a catalyst for growth
  • How Google is replacing the referral as a source of clients
  • Building more personality into your business brand using the “human touch”

Who is Jon Pittham?

Jon is owner and MD of ClientsFirst, an integrated marketing agency specialising in the B2B and professional services sectors.

He’s all about helping businesses reach their audience with the right message at the right time. Building their brand and proposition; expanding digital reach; creating opportunity; engaging and connecting with their audience.

Jon has worked for Friend’s Provident before as stint in a financial adviser firm before launching his current venture.

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Adviser produced content, the couch test, and engaging our clients – MAF105

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Could Adviser produced content be the key to future growth of the UK protection market? Maybe even the whole financial services industry?

And would your policy definitions stand up to “the couch test”? Or survive a mauling on social media?

Welcome to episode 105 of the Marketing and Finance Podcast.

Adviser produced content, the couch test, and engaging our clients - MAF105

What you’ll hear about in this episode

    • How advisers can create videos, audios and publications to engage their clients
    • How everyone carries a mobile TV studio, radio station and virtual assistant in their pockets or bags
    • Could you defend your policy wordings in the glare of the media spotlight?
    • Why we should put policy conditions out on social media for feedback

Today is one of those occasional episodes where it’s just me and the mike, talking about a couple of topics that have recently caught my attention in the financial services market.

I’m going to have a look at adviser produced content. And how we can use social media as a research tool when developing products to avoid future problems.

If you enjoyed – Adviser produced content, the couch test, and engaging our clients – 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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Richard Tubb on productivity tips and not to do lists – MAF104

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My guest on the show this week is Richard Tubb. A self-confessed procrastinator and geek who’s still a successful business person.

We talk about productivity tips and not to do lists.

Welcome to episode 104 of the Marketing and Finance Podcast.

Richard Tubb on productivity tips and not to do lists

What you’ll hear about in this episode

  • How clear communication is one of the best ways to improve productivity
  • Why you should avoid becoming a slave to email and social media
  • How to prevent other people running your calendar
  • Using the Pomodoro technique to get things done

Who is Richard Tubb?

Richard helps  IT companies grow in a scalable and sustainable way.

He believes developing effective relationships is key to business success, and helps his clients get connected – with more clients, with suppliers and with the wider IT world.

He’s a popular speaker and appeared at the Content Marketing Academy Conference 2016 talking about how to become more productive.

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If you enjoyed – Richard Tubb on productivity tips and not to do lists – 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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