Tag Archives: financial adviser

Malcolm Davidson on using YouTube videos to get mortgage clients – MAF113

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My first guest of 2017 is Malcolm Davidson.

We talk about how he’s used YouTube videos to find clients for his mortgage broking business

Welcome to episode 113 of the Marketing and Finance Podcast.

Malcolm Davidson on using YouTube videos to get mortgage clients - MAF113

What you’ll hear about in this episode

  • How the Mortgage Market Review (MMR) created a massive opportunity for mortgage brokers
  • Shooting quality videos quickly and cost effectively
  • Handling compliance issues around creating engaging content
  • Putting out good information and not just sales blurb

Who is Malcolm Davidson?

Malcolm is an experienced Mortgage Broker and Director at UK Moneyman Limited.

Since the Government brought in MMR and the banks backed away from giving mortgage advice, Malcolm’s business has rocketed. He’s boosted his success by putting out engaging videos on YouTube which answer client’s questions. He believes his content has attracted clients who have got to know, like and trust Malcolm even before they’ve met him in person.

Malcolm’s Contact links:

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Eileen Murphy on CRM and managing multiple relationships – MAF111

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I’m delighted to welcome Eileen Murphy back on the show.

We talk about CRM systems, processes and managing multiple relationships.

Welcome to episode 111 of the Marketing and Finance Podcast.

Eileen Murphy on CRM and managing multiple relationships - MAF111

What you’ll hear about in this episode

  • How CRM can free up your time and let you give a slicker customer service
  • Taking an off the shelf solution, bespoke it and make it your own
  • Managing email to remove distractions and focus on clients

Who is Eileen Murphy?

Eileen runs Informed Training, which is an Independent provider of Consultancy and CRM Training services.

They offer Independent practical hands on Consultancy in order to understand businesses. With empathy and understanding, this ensures that training is relevant and ensures companies use their CRM systems more effectively to drive their business forward.

Eileen’s Contact links:

If you enjoyed – Eileen Murphy on CRM and managing multiple relationships – MAF111 – 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.

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Public speaking tips and world-class communication – MAF108

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In this episode, I talk about world-class communication.

How you can take your presentations to another level.

Welcome to episode 108 of the Marketing and Finance Podcast.

Public speaking tips and world-class communication

What you’ll hear about in this episode

  • Lessons learned from Marcus Sheridan – a world-class presenter and facilitator
  • The “Columbus principle” of asking instead of telling
  • Snippet from a recent seminar about “The TV studio in your pocket”.
  • Other tips you can use to stand out as a public speaker

Following a family bereavement, I’m a bit behind with my podcast interviews.

Sorry about that.

So today is one of those occasional episodes where it’s just me and the mic, talking about a topic that’s recently caught my attention. I reflect upon what I’ve learned over 20 years of public speaking and share some quick tips you could use to up your game. I also talk about a workshop I attended led by Marcus Sheridan and the game-changing effect he’s had on my presenting.

There’s also a chance for you to attend a similar workshop with Marcus in Edinburgh on 28 November 2016 – but you’ll have to be quick.

If you enjoyed – Public speaking tips and world-class communication – 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.

Don’t miss an episode of the MAF Podcast – subscribe now.

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