Tag Archives: financial adviser

Rhys Williams on Using Clear Language in Financial Services – MPAF17

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Complex language. Jargon. Passive sentences.

Dull impenetrable language is often the consequence of the complex propositions we develop in the financial services industry.

When we live with it day-to-day we tend to think that everyone, including our clients and customers, can understand, and indeed get excited about, what we write. The reality is that they neither understand it nor get excited by it.

My guest today works for a company that dedicated to clarity of communication. They specialise in words. They think words are an untapped opportunity for businesses.

My guest on Episode 17 of the Marketing Protection and Finance Podcast is Rhys Williams.

MPAF17 - Rhys Williams

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I’ve wanted to get Rhys on the podcast since day one because I share his passion and that of his company, Quiet Room. And that is to communicate simply – with no jargon, officious language or passive sentences.

I’ve heard Quiet Room described as word geeks – but they are a communications consultant that focuses on clarity.

Rhys is Strategy Director. A little known fact about Rhys is that he has a platinum disc from a one-minute flute solo he contributed to Morrisey’s “You Are The Quarry” album.

Listen to how you can introduce clarity into your communications. When you’re good at using words, you’re not just better at winning customers or closing deals. You’re better at explaining your ideas, sharing your enthusiasm, and getting stuff done.

Rhys’s links:

Rhys’s Favourite Books:

Made to Stick by Chip and Dan Heath.

 Thinking Fast and Slow by Daniel Kahneman.

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Paul Avis on Auto Enrolment for Group Income Protection – MPAF16

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Pensions Auto Enrolment has been a great success.

Government publicity has created inertia with high sign up rates to schemes so far. It’s created opportunities for advisers across the industry.

My guest today argues that the Government should build upon the success of Pensions Auto Enrolment and introduce a similar Auto Enrolment scheme for Group Income Protection.

His views have sparked an intense debate between those who feel more compulsion is unnecessary and those who feel this would benefit employees, employers and the Government.

My guest on Episode 16 of the Marketing Protection and Finance Podcast is Paul Avis.

Paul Avis on Auto Enrolment for Group Income Protection - MPAF16

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Paul is Marketing Director at Canada Life Group Insurance, and before that has had marketing roles at Legal and General, Unum and Aviva.

A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

He also says he loves the Caribbean Island of St. Lucia and is about to obtain dual citizenship of the Caribbean by marriage.

Listen to how Auto Enrolment for Group Income Protection might work and how easy it would be to incorporate the choice into Pensions schemes.

Hear how such a development could help ease the burden on firms to comply with the Equality Act and give a business benefit such as help with occupational and statutory sick pay.

Paul’s links:

Paul’s Favourite Books:

Any Human Heart by William Boyd.

Straight from the Gut by Jack Welch.

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Martin Bamford on Baby Boomer Advice and Creating Standout Content – MPAF15

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A recurring subject we discuss in the MPAF Podcast is how great content can drive traffic to your website, create leads and increase business.

My latest guest has put together web content, including blogs and podcasts, since 2006.

His latest project is a feature-length video documentary called “Boom- Demographics are Destiny”.

It’s about Baby Boomers and their financial circumstances, what financial advice they need and what opportunities they represent to the financial adviser community.

My guest on Episode 15 of the Marketing Protection and Finance Podcast is Martin Bamford.

Martin Bamford on Baby Boomer Advice and Creating Standout Content

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Martin is managing director of Informed Choice, a firm of Chartered Financial Planners in Cranleigh, Surrey.

He is a Chartered Financial Planner and CFP professional, working with elderly clients and trustees, as well as being responsible for marketing within the firm.

He’s well known as an innovator within the financial services sector, as the first IFA to publish a podcast and one of the first to write a blog.

Hear how Martin came up with the idea for the video and the challenges he faced putting it together. Listen to launch plans for the documentary and the lessons he learned about producing standout content.

Martin’s links:

People and resources Martin mentioned:

Martin’s Favourite Business Book:

Essentialism: The Disciplined Pursuit of Less – Greg McKeown

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If you enjoyed this episode – Martin Bamford on Baby Boomer Advice and Creating Standout Content – 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.