Tag Archives: financial adviser

Jonathan Hughes on Protection Think Tanks and Automated Digital Advisers – MPAF41

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How far off are we from a completely automated digital adviser?

One firm ran a successful April Fool recently claiming to have invented and installed such a robot. However, is such a device likely to materialise soon?

My guest today makes predictions about this and other developments based on work he and colleagues from RGA are carrying out in their Think Tank hidden in the depths of suburban Surrey.

Hear how Jonathan thinks that an automated digital adviser is possible but would have to be able to persuade as well as deliver facts.

Listen to his thoughts on whether an automated digital adviser working alongside its human counterpart could ultimately stimulate growth, not only in the protection, but in all financial services sectors.

That’s all right here in episode 41 of the Marketing Protection and Finance Podcast.

Jonathan Hughes on Protection Think Tanks and Automated Digital Advisers

Who is Jonathan Hughes?

Jonathan qualified as an actuary in 2006 and is Head of Strategic Development at RGA in London.

He is currently exiled in a small office out in Surrey with Richard Verdin and a few others working on ways to reverse the decline in Protection sales that we’ve seen over the past five years.

A little known fact about Jonathan is that he once had his bags searched at Glasgow airport while carrying a list of different types of bomb and potential targets in London.

Jonathan’s Contact links:

Jonathan’s favourite Apps, Books and Stuff:

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Catriona Standingford on Excelling at Financial Services Qualifications – MPAF40

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Since RDR the Level 4 Diploma is the minimum qualification for a financial planner.

Higher up the scale are Level 6 Chartered Status or Certified Status.

What do consumers prefer when looking for a financial adviser? Do they know the difference? And will the minimum standard be raised to a mandatory Level 6 in future?

My guest today helps advisers achieve success in their qualifications. It can be a complex journey and Catriona offers some great tips on how to make it through.

Listen to her thoughts on the differences between Chartered and Certified Status and how to plan for a good result.

Hear her prediction about whether Level 6 will become the new minimum standard.

That’s all right here in Episode 40 of the Marketing Protection and Finance Podcast.

Catriona Standingford MPAF40

Who is Catriona Standingford?

Catriona is the founder of Brand Financial Training.

She and her team have been around since January 2008 providing CII exam candidates with immediately accessible, quality learning resources. Her aim is to have happy customers who are passing their exams and progressing in their career.

A little known fact about Catriona is that she ran a letting agency – which she described as horrendous – so we won’t be talking about letting agencies today.

Catriona’s links:

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Jess Wood on Doing Financial Services Recruitment the Right Way – MPAF39

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It’s essential to recruit the right people for your business.

You want a good match, drive, attitude and commitment.

According to my guest today financial services recruitment often turns into a CV race with little regard for the real needs of the recruiting company.

Jess believes in a different approach.

Hear how Jess started Sandringham Wood Recruitment and her thoughts on doing financial services recruitment the right way.

Listen to her ideas on how to inject new blood into the financial services industry.

That’s all right here in episode 39 of the Marketing Protection and Finance Podcast.

Jess Wood MPAF39

Who is Jess Wood?

Jess is the MD and founder of Sandringham Wood Recruitment specialising in financial services recruitment.

She’s well-known for her ability to engage with people, being down to earth, realistic and having a no-nonsense approach to what she does.

A little known fact about Jess is that she got charged at by a hairy-arse buffalo in South Africa on her 40th Birthday which she describes as a “nice treat”.

Jess’s links:

Drive: The Surprising Truth about what Motivates us by Daniel H Pink.

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