Tag Archives: financial adviser

Rohan Sivajoti on Postcard Planning and Finance for the Partially Sighted – MPAF53

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In this episode I talk to Rohan Sivajoti.

He runs Postcard Planning, a financial planning firm which takes a unique approach to customer engagement.

He’s also identified the needs of a niche customer group and come up with an online strategy to make financial planning work for them.

Hear how Rohan set up Postcard Planning and light bulb moment that led to him redesigning his offer to cater for partially sighted clients.

That’s all right here on Episode 53 of the Marketing Protection and Finance Podcast.

Rohan Sivajoti on Postcard Planning and Finance for the Partially Sighted

Who is Rohan Sivajoti?

Rohan is Director at Post Card Planning.

He’s a Chartered Member of the Institute of Financial Services and an enthusiastic cricketer.

Rohan’s links:

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Holly Mackay on Boring Money Storytelling and Customer Engagement – MPAF52

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In this episode I talk to Holly Mackay.

We chat about her new business, Boring Money, and how she believes storytelling is the key to customer engagement.

Hear Holly’s own story of how she started Boring Money and her aims to produce easy to understand content which talks about financial products in a simple way.

Listen to how she’s determined to sweep away the stuffy “suit and tie” perceptions people have about the financial services industry.

That’s all right here in episode 52 of the Marketing Protection and Finance Podcast.

Holly Mackay on Boring Money Storytelling and Customer Engagement

Who is Holly Mackay?

Holly is a writer and entrepreneur who became fed up working for big companies. She started Platforum in 2008. It’s now one of the UK’s most respected financial research firms. She sold the business to Centaur Media in 2011.

Boring Money is Holly’s new venture. Her aim is to help people without PhDs in finance understand the investment markets – without jargon, bias or pompous gobbledygook. She has 2 kids, a chocolate-eating cat and more red shoes than is financially sensible. She is a bad, yet happy surfer.

Holly’s links:

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Mark Polson on Building Better Stuff and Communicating in a Better Way – MPAF50

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In this episode, I talk to Mark Polson.

His mantra is to, “Build Better Stuff and to Talk about it in a Better Way”.

Mark built his consultancy firm, The Lang Cat, on this principle.

Hear Mark tell the story of his journey from Corporate Marketing Guy to building a unique brand from scratch.

Listen to his passion for better communication and how we can all help make things easy for clients to understand.

That’s all right here in Episode 50 of the Marketing Protection and Finance Podcast.

Mark Polson on Building Better Stuff and Communicating in a Better Way

Who is Mark Polson?

Mark is the Principal of The Lang Cat – the leading independent platform, pensions and investment consultancy in Leith, Edinburgh.

He’s a well know, straight-talking media commentator and author and a prolific tweeter.

Mark’s links:

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