Tag Archives: financial adviser

Iain Anderson on the Politics of the UK Financial Services Industry – MPAF58

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In this Episode I talk to Iain Anderson, a well-known commentator on politics and financial services.

You might have heard his predictions about the Scottish Independence Referendum and the UK General Election.

Now listen to his thoughts on the future of the UK Financial Services Industry under the new Conservative Government. Hear this opinion on how we should best engage with policymakers as they embark upon yet another review of financial advice.

That’s all right here in Episode 58 of the Marketing Protection and Finance Podcast.

Iain Anderson on the Politics of the UK Financial Services Industry - MPAF58

Who is Iain Anderson

A Co-Founder, Director and Chief Corporate Counsel of Cicero Group, Iain started his career as a journalist developing a strong interest in politics and financial services.

He’s a much sought after speaker, well-known for his election predictions and views on how best to engage with Government on financial services policy issues.

He regularly contributes to national and international print and broadcast media including Sky News and BBC. He is also contributing Political Editor of Square Mile and writes regular blogs for the Huffington Post and Conservative Home.

He loves spending time in Nice, France and is an opera nut.

Iain’s Links:

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Protection Providers: Please Stop Passing The Buck

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Good PR raises brand awareness and is a cost-effective way of getting stories out there.

But have you noticed a recent trend for a style of news story template that effectively passes the buck?

Buck

Protection providers particularly seem to favour this approach.Here’s an example from a recent news story in the financial trade press.

Providers urge advisers to help close protection gap – FTAdviser.com

Head of marketing at Cirencester Friendly, commented that the findings should serve as a warning to the adviser community and UK population as a whole.

“Protecting earnings is an important aspect of sound financial planning; those who are unable to work due to illness or injury face a dramatic reduction in their income which in turn, results in difficulty making mortgage repayments or paying rent, buying food and paying bills.

“Responsible advisers have a duty to ensure that their clients have put adequate safeguards in place should the worst happen.”

Read full article on www.ftadviser.com

Check out any trade publication and you’ll see similar news stories. In every case the company followed a typical three stage template. They:
  • Did some research that confirms consumers don’t have (or want) a product or service.
  • Craft a story around the consequences the consumers face by not having the product or service
  • Urge the industry, or segments of the industry to take action to solve the problem – in this case, “responsible advisers have a duty to ensure……”

It’s obviously a successful template because it generates column inches. A neat little press release structure that almost guarantees take up.

But isn’t there a bit missing?

What is the company telling the story doing to help solve the problem? Where is their advertising campaign? What about a series of case studies showcasing the experiences of people affected? Where are their tools for helping “responsible” advisers to make good on their “duty”.

The three stage template passes the buck to someone else.

We need a part 4 to this often used news piece template.

Instead of passing the buck, the company promoting the story needs to say:

  • This is what we are doing to solve the problem

Or.

  • This is what we are doing to help you to solve the problem

That’s not passing the buck. That’s saying were all in this together. It’s only together that we’ll kick-start the stagnant protection market.

Now it’s Your Turn:

Do you think Protection Providers are passing the buck? Please leave a comment or share your thoughts on this article because I’d genuinely like to hear your views.

Charlotte Wibberley on Superman Syndrome Virtual Assistants and Online Business Management – MPAF57

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In this episode I talk to Charlotte Wibberley about the so-called “Superman Syndrome”, Virtual Assistants and Online Business Management.

Listen to Charlotte talk about how she built her Virtual Assistance business and how she’s now expanding into Online Business Management.

Hear how you can use virtual assistants to free up your time to concentrate on what you do best. And maximise your business revenue in the process.

That’s all right here in Episode 57 of the Marketing Protection and Finance Podcast.

Charlotte Wibberley on Superman Syndrome Virtual Assistants and Online Business Management

Who is Charlotte Wibberley?

An ex-Executive Assistant, Project Manager and Events Manager for over ten years in the City of London, Charlotte is now an entrepreneur specialising in Virtual Assistance and Online Business Management.

She founded Blossom Executive Support in 2013 and has just launched the Charlotte Wibberley – You Right Hand Woman OBM service.

Her experience is with Blue Chip companies mainly in the Financial Services industry, specifically in the Protection Market whilst working at Swiss Re.

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