Tag Archives: financial advice

Why some Companies don’t understand Social Media and how it makes them afraid – MPAF83

How many Financial Services Companies truly understand social media.

Some don’t use it all.

Some use it sparingly.

Is it because some don’t have a strategy? Maybe they don’t see a traditional return on investment. Or perhaps they see it as a compliance minefield.

Is it a lack of understanding about social media that drives these concerns?

Let’s discuss this right here in Episode 83 of the Marketing Protection and Finance Podcast.

understand social media

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Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference – MPAF82

Panacea Adviser just held the UK’s first virtual conference for Financial Services.

Retirement Choices was a unique, if slightly surreal experience.

The conference was complete with virtual stands, a virtual auditorium, keynote speakers and avatars of company representatives.

My guests today are Derek Bradley and James Bradley from Panacea. We chat about where the idea for the virtual conference came from. How they put it together and convinced providers to sponsor it. And the lessons they’ve learned after that successful first foray into virtual reality.

That’s all right here in episode 82 of the Marketing Protection and Finance Podcast.

Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference MPAF82

Who are Panacea Adviser?

Launched in February 2007, Panacea Adviser is a unique and free resource. They support financial advisers, mortgage brokers and paraplanners by providing free online access to the very latest news, views, tools, research, educational support and business development ideas from product providers and support services all in one place.

Derek Bradley is CEO and James Bradley is Head of e-Relationships.

The Panacea community grew from 100 small advisers supported by eight providers in 2007 to a community of some 17,000 Equifax Touchstone validated financial services professionals, supported by 40 firms in 2016.

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If you enjoyed – Panacea Adviser on Retirement Choices: The UK’s First Virtual Financial Services Conference  – please leave a comment or a review on iTunes.

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Susie Colley on PMI, Critical Illness Cover and Going Beyond Expectations – MPAF81

In this episode I talk to Susie Colley.

She advises her clients on the best PMI, critical illness and income protection products to meet their needs.

And uses her nursing experience to give them expert help when and if they claim.

Listen to Susie talk about the state of the PMI and critical illness markets and her ideas for future growth. Hear about how she goes beyond expectations with the added value services she gives her clients.

That’s all right here in episode 81 of the Marketing Protection and Finance Podcast.

Susie Colley on PMI, Critical Illness Cover and Going Beyond Expectations

Who is Susie Colley?

Susie runs Westcountry Health Care.

Having had 25 years in the nursing profession, she does the leg work for her clients in finding the policies that will work for them and deliver exactly what they want at a price that suits their pocket.

She’s committed to demystify the jargon , explain the underwriting and explain the benefits of the policy, what’s included and what isn’t.

Susie believes that insurance services shouldn’t stop at the point of purchase. Westcountry Health Care’s USP is the personal care each and every client receives for the lifetime of their policy.

The winner of numerous industry awards Susie is also chair of the Torquay Chamber of Commerce.

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If you enjoyed – Susie Colley on PMI, Critical Illness Cover and Going Beyond Expectations  – 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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