Tag Archives: financial advice

Maria Nedeva from academia to launching The Money Principle blog – MAF147

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My guest this week is business school professor, Maria Nedeva.

We talk about her academic career and how it led her to launch The Money Principle blog where she helps people to grow income, eliminate debt, build wealth and love their lives.

Welcome to episode 147 of the Marketing and Finance Podcast.

Maria Nedeva from academia to launching The Money Principle blog - MAF147

What you’ll hear about in this episode

  • The four pillars of the Game of Wealth
  • Igniting the spark of curiosity in young people about money
  • How to refocus from teaching to learning
  • How massive personal debt led to Maria deciding to launch The Money Principle blog
  • Why baby boomers might be a better obsession for marketers than millennials

Who is Maria Nedeva?

Maria is Professor of Science and Innovation Dynamics and Policy at the Manchester Business School. She teaches students about innovation, policy and creativity and talks to Prime Ministers about how best to spend the science budget of their countries.

Massive consumer debt motivated her to learn all about personal finance and she launched The Money Principle to help people grow their income, eliminate debt, build wealth and most importantly love their lives.

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

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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++

Links:

If you enjoyed – Ramin Nakisa on the death of the Alpha Cult: active versus passive investments – 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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Alan and Kathryn Knowles on zombies, gnomes and quirky financial services marketing – MAF145

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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.

Links:

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.

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