Tag Archives: financial adviser

Ian McKenna on Product Comparisons, Advice and First Class versus Economy – MPAF67

With so many high quality and complex protection products out there identifying “the best” is difficult.

And what does “the best” even mean?

In this episode I talk to Ian McKenna about product comparisons and advice.

He argues that we’ve fallen into a trap believing “First Class” is best. Many clients might be happy with, and be able to afford, “Economy” products instead.

Have we contributed to the Protection Gap we all talk about closing?

That’s all right here in Episode 67 of the Marketing Protection and Finance Podcast.

Ian McKenna on Product Comparisons, Advice and First Class versus Economy

Who is Ian McKenna?

A director at the Financial and Technology Research Centre for over 20 years, Ian is a well-known columnist in the UK financial press.

His knowledge of provider and adviser technology is unparalleled.

Ian describes himself as a Financial Technology Evangelist, Futurologist and Singularitarian who is passionate about how technology can help people better understand their money and improve the quality of their lives.

Ian’s Links:

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Stealing with Glee, Video Streaming and Doubling Protection Commission – MPAF65

In this episode I talk about Stealing with Glee, Video Streaming, and whether we should double protection commission.

This week it’s just me and the mic, riffing on some of the subjects I’ve written about recently.

  • Stealing with Glee – how a borrowed idea could reveal the future of the UK protection market
  • Video Streaming – how you could use Periscope, Meerkat or Blab to engage with your clients
  • Doubling Protection Commission – would this help to grow the UK protection market?

That’s all right here in Episode 65 of the Marketing Protection and Finance Podcast.

Stealing with Glee, Video Streaming and Doubling Protection Commission

Links:

If you enjoyed this episode – Stealing with Glee, Video Streaming and Doubling Protection Commission – 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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Martin Bamford and Pete Matthew: Should You Launch Your Own Financial Services Podcast? – MPAF63

In this episode, I chat with two of the UK Financial Services Industry’s most successful podcasters.

Martin Bamford of the Informed Choice Podcast and Pete Matthew of meaningful Money join me to talk about our experiences using this awesome broadcast medium.

We share our experiences on putting a podcast together, how much business we’ve generated as a result, and give out some tips on how you could launch your own Podcast really easily and quickly.

That’s all right here in Episode 63 of the Marketing Protection and Finance Podcast.

Should You Launch Your Own Financial Services Podcast

Who are Martin and Pete?

Martin Bamford is a Chartered Financial Planner and Managing Director of Informed Choice based in Cranleigh, the biggest village in England.

Pete Matthew is a Chartered Financial Planner and Managing Director of Jacksons Wealth Management in Cornwall. Pete’s Meaningful Money Podcast was voted Best UK Podcast at the UK Podcast Awards in September 2015.

Links:

If you enjoyed this episode – Martin Bamford and Pete Matthew: Should You Launch Your Own Financial Services Podcast? – please share it. You can use the buttons below to share on social media.

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