Tag Archives: financial adviser

Why we must Engage rather than Enrage to Improve Customer Experience – MPAF79

February 18, 2016MPAF Podcastcustomer engagement, customer experience, customer service, financial advice, financial adviser, financial advisers, financial servicesRoger

Customer experience should engage not enrage.

And yet we seem to live in a country where customer experience, and I’m not just talking about Financial Services here, is often an afterthought.

In this episode it’s just me and the mic talking about customer engagement. The lessons from social media.

And whether this should be a focus for financial services providers and not the continuous adding of spurious benefits.

That’s all right here in episode 79 of the Marketing Protection and Finance Podcast.

If you enjoyed – Why we must Engage rather than Enrage to Improve Customer Experience – 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.

Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – MPAF77

February 4, 2016MPAF PodcastAuto Enrolment, financial advice, financial adviser, financial advisers, financial services, marketing, pensionsRoger

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake-up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents administration challenges.

In this episode, I talk to Roy Mcloughlin about maximising the opportunities, overcoming the challenges and looking for ways to collaborate with other financial services professionals.

That’s all right here in Episode 77 of the Marketing Protection and Finance Podcast.

Who is Roy McLoughlin?

Roy is an experienced financial planner. He works at Master Adviser and has a wealth of knowledge from advising a broad portfolio of private and corporate clients within the PR, advertising, media and entertainment sectors.

He’s a well-known media commentator, a founder and executive member of the Income Protection Taskforce and a Non-Executive Director of insurer British Friendly.

If you enjoyed – Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – 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.

Colin Gray on How to Launch a Financial Services Podcast – MPAF75

January 21, 2016MPAF Podcastfinancial advice, financial adviser, financial services, marketing, marketing communications, marketing strategy, podcastRoger

Your business will almost certainly benefit if you launch your own podcast.

Some people are put off because they think they need thousands of pounds’ worth of equipment. Or that there’s no point because others are already doing it and have already taken the audience.

In this episode I talk to Colin Gray who quickly dispels these myths.

Listen to Colin talk about the business he’s built around podcast production and his tips on how to launch your own and build an audience.

That’s all right here in Episode 75 of the Marketing Protection and Finance Podcast.

Who is Colin Gray?

Colin is an online educator, and has been teaching Podcasting and online business skills for over 7 years.

He works with businesses, universities and hobbyists to make podcasting work for them. He’s an experienced speaker within the business, new media and academic worlds appearing at some of the biggest UK and international new media conferences.

Roger Edwards

Marketing Consultant & Speaker

Tag Archives: financial adviser

Why we must Engage rather than Enrage to Improve Customer Experience – MPAF79

Customer experience should engage not enrage.

And yet we seem to live in a country where customer experience, and I’m not just talking about Financial Services here, is often an afterthought.

Links:

If you enjoyed – Why we must Engage rather than Enrage to Improve Customer Experience – 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.

Like this:

Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – MPAF77

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake-up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents administration challenges.

Who is Roy McLoughlin?

Links:

If you enjoyed – Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – 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.

Like this:

Colin Gray on How to Launch a Financial Services Podcast – MPAF75

Your business will almost certainly benefit if you launch your own podcast.

Some people are put off because they think they need thousands of pounds’ worth of equipment. Or that there’s no point because others are already doing it and have already taken the audience.

Who is Colin Gray?

Links:

If you enjoyed this episode – Colin Gray on How to Launch a Financial Services Podcast – 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.

Like this:

Customer experience should engage not enrage.

And yet we seem to live in a country where customer experience, and I’m not just talking about Financial Services here, is often an afterthought.

Links:

If you enjoyed – Why we must Engage rather than Enrage to Improve Customer Experience – 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.

Please share!

Like this:

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake-up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents administration challenges.

Who is Roy McLoughlin?

Links:

If you enjoyed – Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – 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.

Please share!

Like this:

Your business will almost certainly benefit if you launch your own podcast.

Some people are put off because they think they need thousands of pounds’ worth of equipment. Or that there’s no point because others are already doing it and have already taken the audience.

Who is Colin Gray?

Links:

If you enjoyed this episode – Colin Gray on How to Launch a Financial Services Podcast – 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.

Please share!

Like this: