Tag Archives: financial advice

Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients – MPAF86

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Some of the perceptions that stop people seeking financial advice also stop them choosing advising as a career.

Does the public believe only older wealthier people need advice? And that advising is not a good career choice for youngsters?

In this episode, I chat to Adam Carolan who believes it’s time perceptions changed. And he’s actually doing something about it.

Hear about his website and content for creating interest in financial planning among younger clients. And his initiative devoted to nurturing the next generation of young adviser talent.

That’s all right here in episode 86 of the Marketing Protection and Finance Podcast.

Adam Carolan on Nurturing Young Adviser Talent and Engaging Younger Clients

Who is Adam Carolan?

Adam is an Independent, “fee only” financial adviser and Director at Xentum, specialising in working with aspiring professionals and business owners.

He’s a self-confessed finance nerd and a big fan of technology.

He wants to see the rise of a young, dynamic and entrusting profession in personal finance.

He’s also author of Genius with Money, a site specifically setup to help professionals and business owners navigate money and finance without all the usual jargon.

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Chris Ducker on Mastermind Communities and Personal Branding Fueling Business Growth – MPAF85

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Running a small business or a one-man band can be lonely.

Without the support mechanisms that come from a corporate environment, you may miss the motivation of others or the accountability they bring.

In this episode, I talk to serial entrepreneur, Chris Ducker, and we chat about mastermind communities and how they can fill those motivational and accountability gaps.

Whilst running a number of large companies, Chris also built a strong personal brand of his own online. We discuss how personal branding combined with masterminds can catapult boost your business growth.

That’s all right here in episode 85 of the Marketing Protection and Finance Podcast.

Chris Ducker on Mastermind Communities and Personal Branding

Who Chris Ducker?

Chris Ducker serial entrepreneur from London in the UK, now living in the Philippines. Author of Virtual Freedom Chris is a well known international speaker. He spoke in the UK at the New Media Europe Conference in 2015 and most recently at Social Media Marketing World 2016 in San Diego.

Using his ‘No BS’ attitude to getting things done, and his empathy towards business owners and entrepreneurs, Chris also created a mastermind group called Youprenuer, the entrepreneurial community where no one gets left behind.

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If you enjoyed – Chris Ducker on Mastermind Communities and Personal Branding Fuelling Business Growth  – 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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Danny Matthews on Building Consumer Trust using Social Media – MPAF84

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The way we communicate is fundamentally changing.

Clients want you to communicate with them on their own terms. That might mean phone or email. But they also want to connect on live video, and social media platforms.

In this episode, I chat with Danny Matthews who believes that we must use new communications platforms to build a new level of trust with clients. Financial services companies are universally distrusted across the globe and he wants to see an end to that.

We talk about using compliant social media to connect with our clients in the most trustworthy, transparent, personal and authentic way to maintain and grow our business into the next generation.

That’s all right here in episode 84 of the Marketing Protection and Finance Podcast.

Danny Matthews on Building Consumer Trust using Social Media

Who is Danny Matthews?

Danny is an adviser working for the Total Mortgage Network.

He’s also the founder of Adviser’s Edge Media providing training on social media and other ways of creating lifetime value for clients.

Links:

If you enjoyed – Danny Matthews on Building Consumer Trust using Social Media  – 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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