Tag Archives: financial adviser

Fergus Muirhead: Consumer Insights from a Certified Financial Planner, Writer and Broadcaster – MPAF49

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There’s no better way to find out what customers want than talking to them. And talking to lots of them.

My guest today is a Certified Financial Planner who’s been on a remarkable journey to build a parallel career as an accomplished writer and broadcaster.

Listen to Fergus’s fascinating stories from his dual life as adviser and media star. Hear his insights into what consumers really think of the financial services industry and what we all can do to help more people understand their money.

That’s all right here in episode 49 of the Marketing Protection and Finance Podcast.

Fergus Muirhead: Consumer Insights from a Certified Financial Planner, Writer and Broadcaster

Who is Fergus Muirhead?

Fergus is a Certified Financial Planner and an experienced writer and broadcaster.

He has written on all aspects of money and consumer issues for a number of newspapers and magazines; including Scotland on Sunday, The Sun, The News of the World and the Journal of the Probate Section of the Law Society.

He wrote a regular column in Moneywise Magazine and for five years he was consumer champion at best-selling magazine Women’s Own.

As well as his writing credits, Fergus has appeared regularly on a number of radio and TV programmes; including GMTV, BBC Breakfast, Homes Live and Location Location Location.

You can currently see Fergus and hear him on Reporting Scotland and on the lunchtime BBC Radio Scotland show, John Beattie.

Fergus’s links:

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Steve Casey on Protection on Platforms – MPAF48

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It’s been flat for many years and individual protection providers are searching for new ways to grow the protection market.

Relying upon price competition, adding features and promoting claims statistics isn’t working.

Riding on the success of platform providers could be one way to find that elusive extra business.

My guest today is Head of Marketing and Propositions at AIG Life. Having just launched a protection proposition onto the Transact and Nucleus Financial platforms, Steve is best placed to explain the opportunity that exists.

Hear Steve explain how protection on platforms works and how it interacts with a client’s investment portfolio.

Listen as Steve talks about the innovative pay as you go feature which means clients only pay for the cover they need.

That’s all right here on Episode 48 of the Marketing Protection and Finance Podcast.

Steve Casey on Protection on Platforms - MPAF48

Who is Steve Casey?

Steve Casey joined AIG Life in November 2012 when they were known as Ageas Protect.

AIG purchased the company at the end of December 2014 and they have now successfully rebranded as AIG Life.

Other than running a wholesale fishing tackle and bait company when he was much younger, Steve has spent his career in Financial Services in the UK, Far East & European markets.

He writes and blogs regularly on the protection market although a little known fact about Steve is that he appeared in Money Marketing once not talking about the values of protection but how to actually make the best beans on toast.

Steve’s links:

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Peter Timberlake on How to Build a Successful Media Profile – MPAF47

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Journalists require a constant stream of stories and content to satisfy 24 online demand for news.

Only a handful of financial advisers activity engage with the media to provide comment and material. So a huge opportunity exists for other advisers to build their own media profiles.

My guest has been doing communications and PR for over 30 years and you can benefit from his experience here. Peter’s interview is a masterclass in how to give journalists what they need and supercharge your media profile at the same time.

Listen to Peter talk about media commentating, being accessible to journalists, and how to deliver the Holy Grail – The Case Study.

You can also hear his valuable advice about blogging, LinkedIn Publishing and Social Media right here in Episode 47 of the Marketing Protection and Finance Podcast.

Peter Timberlake on How to Build a Successful Media Profile

Who is Peter Timberlake?

Peter’s communications specialist with over 30 years’ experience across multiple audiences and media including financial services trade press, consumer personal finance press, city/business media, specialist lifestyle publications, broadcast and digital media, political and policymakers, IFAs, lobby groups and worthy causes.

He’s an external communications leader with experience of managing combined press office, public affairs and corporate responsibility team and building the function from scratch.

He helps leading organisations manage and enhance their brand and reputation and achieve strategic communications objectives.

He’s held senior positions at Standard Life and Friends Life and currently works as Head of Communications for the Financial Reporting Council.

Peter’s links:

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