Tag Archives: financial adviser

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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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.

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

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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.

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If you enjoyed – Why some companies don’t understand Social Media and how it makes them afraid  – 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 MPAF Podcast – subscribe now.

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